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Get a carbon removal price estimate for a deal

Bring the proposed removal method and amount into one request, then get a price estimate without switching tools to look it up.

Trigger

Webhook received

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

Action

Get CDR Price

Calculates the price of carbon dioxide removal services.

Why this helps

A sustainability proposal can stall when someone has to leave the deal workflow, find pricing, and bring the estimate back by hand.

  • Get a price estimate from a supplied removal method and amount.
  • Keep deal context and the pricing request together.
  • Reduce manual lookups before discussing a proposal.

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 request a CDR price using the removal method and amount supplied for the opportunity.
  • 4Pick the Notis webhook trigger and choose where run reports go.
  • 5Test with one real example that includes a method and amount.

Questions about this workflow

Does Agile CRM start this workflow automatically?

Agile CRM has no listed trigger events here. The workflow starts when its Notis webhook receives an HTTP request; the request can include opportunity context and the removal method and amount.

What information is needed for a quote?

Provide the CDR method and amount. The listed CDR price action retrieves the cost after those are specified.

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.

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

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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