Review current carbon removal billing details regularly
Get current pricing and billing thresholds on a cadence that fits your regular planning review.
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 details can go stale between proposal discussions, leaving teams to rediscover fees and thresholds at the last minute.
- Refresh billing context on a chosen schedule.
- Reduce last-minute searches before planning reviews.
- Keep run results in a selected report channel.
Setup
Build it in a few focused steps.
- 1Connect 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 and summarize the result.
- 4Pick the Notis cron trigger and set the recurring schedule, then choose where run reports go.
- 5Test with one real run and review the report.
Questions about this workflow
Will this produce a quote for a specific amount?
No. It retrieves current pricing, fees, and billing thresholds. A specific estimate requires a method and amount with Get CDR Price.
Can I use this to place an order automatically?
This workflow only retrieves billing information. The purchase action is separate and should follow confirmation of cost and method.
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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