Connect Agile CRM to Cdr platform

When something happens in Agile CRM, Notis takes the next step in Cdr platform. Describe what you want in plain English, or start from one of the examples below.

When this happens · Trigger

Do this · Action

Build an automation Browse examples

Examples

Ways Notis can move work from Agile CRM to Cdr platform

View example

Quote Carbon Removal for a CRM Opportunity

Send a deal’s removal method and quantity to a Notis webhook to retrieve an estimated CDR price.

View example

Check CDR Billing Details Before Proposal Review

Use a webhook request to retrieve current CDR pricing, fees, and billing thresholds for a proposal review.

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Submit a Confirmed Carbon Removal Purchase

Start a CDR purchase from a webhook request after the method, amount, and cost have been confirmed.

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Check CDR Platform Health on a Schedule

Run a recurring service health check and send the result to your chosen Notis report channel.

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Review Current CDR Pricing and Billing Regularly

Schedule a recurring retrieval of current CDR pricing, fees, and billing thresholds for a regular review.

View example

Get a Weekly CDR Connectivity Pulse

Run a weekly CDR Platform health check and receive a concise status report.

Supported Triggers and Actions

Notis builds workflows that link Agile CRM to Cdr platform. A trigger fires from one place; an action lands in another.

Agile CRM triggers

Cdr platform actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get CDR Price

Calculates the price of carbon dioxide removal services.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get Health Check

Checks the service status and connectivity.

ActionInstant

Post CDR Purchase

Initiates the purchase of carbon dioxide removal credits.

ActionInstant

Trigger Types

Four ways to start an automation.

A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.

Integration triggers

Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.

New Notion pageStripe chargeCalendar event

Webhook triggers

A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.

Any HTTP POSTCustom backendIoT event

Works with

ZapierPipedream

Most used

Recurring triggers

Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.

Daily · 8:00HourlyWeekdays only

Coming soon

Database triggers

Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.

Row insertedValue > limitQuery match

Why AI automation

Classic automation breaks. AI adapts.

Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.

Classic automationAI automation

Cost

$ · pay per run

$$ · AI models per run

Reliability

Breaks on schema change

Adapts to format changes

Setup

Click 8 dropdowns

Describe it in English

Handles fuzzy

Hard-coded fields only

Reads intent, summarises

Human in loop

Bolted on

Built in · approval inbox

Maintenance

You own every break

Self-heals · we own it

Ease of use

Describe it. Notis builds it.

Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.

You · in the Notis Builder

NEW

“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”

Notis built this automation:

TriggerRow added to "Q4 OKRs"

Condition✦Status = "Blocked"

AI step✦Summarise the blocker in plain English

ActionDM the row owner with summary

Timeout✦No reply in 24h → ping you

Observability

Watch every run.

Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.