Initiate a confirmed carbon removal purchase
Once a purchase decision is confirmed, send a request with its removal method and amount to initiate the order.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Post CDR Purchase
Initiates the purchase of carbon dioxide removal credits.
Why this helps
A decided purchase can get delayed when the final order step is separated from the opportunity discussion.
- Initiate an order after the purchase decision is confirmed.
- Keep the purchase request tied to CRM opportunity context supplied in the request.
- Reduce re-entry between decision and order submission.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and CDR Platform once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to initiate a CDR purchase only when the request states that cost and method are confirmed, using the supplied method and amount.
- 4Pick the Notis webhook trigger and choose where run reports go.
- 5Test with one real confirmed purchase example and review the run report.
Questions about this workflow
Does this workflow calculate the price before purchase?
No. The purchase action is intended after confirming cost and methods. Retrieve a specific price with Get CDR Price before sending a confirmed purchase request.
What starts the purchase action?
A Notis webhook HTTP request starts it. Agile CRM has no listed trigger event in this setup.
When this happens · Trigger
Do this · Action
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.
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.
Agile CRM and Cdr platform, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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