Review current CDR pricing and billing details
Get current pricing, fees, and billing thresholds in response to a request tied to a CRM proposal review.
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
Proposal reviews lose momentum when pricing rules and billing thresholds have to be searched for separately.
- Retrieve current fees and billing thresholds when needed.
- Prepare proposal reviews with pricing context in hand.
- Avoid relying on remembered or stale billing details.
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 retrieve current CDR pricing, fees, and billing thresholds for a proposal review request.
- 4Pick the Notis webhook trigger and choose where run reports go.
- 5Test with one real request and review the run report.
Questions about this workflow
Does this action estimate a specific purchase?
No. It retrieves current pricing, fees, and billing thresholds. Use the separate Get CDR Price action when you have a specific method and amount.
Can Agile CRM trigger it directly?
No Agile CRM trigger events are listed. A Notis webhook request starts the automation.
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.
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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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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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