Keep current CDR billing details close to project planning
See current pricing, fees, and billing thresholds on a schedule, so upcoming sustainability budgets start with current information.
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 and billing details can be easy to overlook while planning project budgets and funding commitments.
- Receive current billing details on a chosen schedule.
- Use returned pricing information to inform project planning.
- Reduce the effort of checking billing details from scratch each time.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Cdr platform once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to retrieve current CDR pricing, fees, and billing thresholds and summarize them for project planning.
- 4Choose the Notis cron trigger and set the recurring schedule.
- 5Choose where run reports should go, then test with one real example.
Questions about this workflow
Does this calculate a project-specific quote?
No. This action retrieves current pricing, fees, and billing thresholds. Use the separate CDR price action with a specified method and amount for an estimate.
Can it decide whether a project is affordable?
It can summarize returned billing information, but a project budget or affordability rule must be provided for that comparison.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Cdr platform. A trigger fires from one place; an action lands in another.
Agiled 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
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Connect any two apps with Notis in the middle.
Agiled and Cdr platform, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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