Check carbon removal fees before preparing a client quote
Get current pricing and billing details alongside an Agencyzoom request, so the next quote starts with the right cost context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Pricing and Billing Info
Why this helps
A base price alone can leave billing fees and thresholds out of a quote, creating avoidable back-and-forth.
- See fees and billing thresholds before a client quote is prepared.
- Reduce repeated lookups across sales and sustainability tools.
- Give the quote owner a concise result to review.
Setup
Build it in a few focused steps.
- 1Connect Agencyzoom and CDR Platform once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3In one instruction, ask for current pricing, fees, and billing thresholds relevant to the request.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real request and review the returned billing information.
Questions about this workflow
Does this calculate the full cost of a specific method and amount?
This action returns current pricing, fees, and billing thresholds. Use Get CDR Price when you need an estimate for specified methods and amounts.
Can the workflow infer which billing details apply?
It can summarize the information returned by CDR Platform. State any needed context in the instruction, and have it flag details that are not available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Cdr platform. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Cdr platform, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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