Check fees and thresholds before purchase planning
Bring current billing thresholds and fees into the purchase planning conversation before moving to a price estimate or order.
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 proposed purchase can reach the estimate stage before anyone has checked the applicable billing thresholds.
- Retrieve current fees and thresholds at the planning stage.
- Surface billing details before purchase execution.
- Keep the workflow informational and non-purchasing.
Setup
Build it in a few focused steps.
- 1Connect Agentql and Cdr platform once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and this outcome: retrieve current CDR pricing, fees, and billing thresholds, then summarize details relevant to the planning request.
- 3Pick the Notis webhook trigger.
- 4Choose where run reports should go.
- 5Test with one real planning request.
Questions about this workflow
Does this calculate the total for my specific methods and amounts?
No. It retrieves current pricing, fees, and billing thresholds. Use the price estimate action for specific methods and amounts.
Does the workflow submit a purchase?
No. The workflow only retrieves billing details for planning.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agentql to Cdr platform. A trigger fires from one place; an action lands in another.
Agentql triggers
Cdr platform actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Agentql and Cdr platform, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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