Keep current CDR pricing and billing details in view
Have Notis retrieve current pricing, fees, and billing thresholds on a schedule, then put the findings where you review them.
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
Pricing and billing details are easy to overlook when they live outside your regular planning routine.
- Bring pricing details into a predictable review routine.
- See fees and billing thresholds alongside pricing.
- Reduce the effort of remembering to check the platform.
Setup
Build it in a few focused steps.
- 1Connect Cdr platform once in the Notis portal.
- 2Create an automation in Automations, New Automation, or describe it to Notis in plain language.
- 3Tell Notis to retrieve current CDR pricing, fees, and billing thresholds and summarize the returned information.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and review the report.
Questions about this workflow
Does this workflow guarantee that pricing stays unchanged until a purchase?
No. It retrieves information when the automation runs. Check current details again when making a purchase decision.
Can I set the schedule in the prompt?
Choose the recurring schedule as the automation trigger in Notis. Setup does not involve building filters.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Cdr platform. A trigger fires from one place; an action lands in another.
Agenty 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
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Connect any two apps with Notis in the middle.
Agenty and Cdr platform, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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