Bring current carbon removal billing into pipeline planning
Start a pipeline review with current pricing, fees, and thresholds already at hand.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Pricing and Billing Info
Why this helps
Billing details can change, and looking them up only after a deal decision adds avoidable backtracking.
- Collect current fees and thresholds ahead of pipeline planning.
- Give deal discussions a shared pricing reference.
- Reduce last-minute billing research.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Cdr platform once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe in one instruction how to retrieve current pricing, fees, and billing thresholds for your pipeline review.
- 4Choose a recurring schedule as the trigger and select where run reports should go.
- 5Test with one real example and check that the report contains the billing details you need.
Questions about this workflow
Does the billing lookup include a price for a specific removal order?
This action returns pricing, fees, and billing thresholds. Use a separate price estimate with specified methods and amounts for an order-specific cost.
Can Notis infer what is in my Affinity pipeline?
The workflow should only use Affinity information available to the automation. Specify any needed pipeline context or review criteria in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Cdr platform. A trigger fires from one place; an action lands in another.
Affinity triggers
Cdr platform actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get CDR Price
Calculates the price of carbon dioxide removal services.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Health Check
Checks the service status and connectivity.
Post CDR Purchase
Initiates the purchase of carbon dioxide removal credits.
Connect any two apps with Notis in the middle.
Affinity and Cdr platform, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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