Bring current billing details into the review
Move a task into your review section and have Notis fetch the current pricing, fees, and billing thresholds before the conversation.
Trigger
Task Moved to Section
Triggers when a task is moved to a section in a project.
Action
Get Pricing and Billing Info
Tool to get current pricing, fees, and billing thresholds for carbon removal. use when calculating costs before purchase.
Why this helps
Review meetings often start without the current fees or billing thresholds needed to assess a carbon removal plan.
- Prepare review discussions with current billing information.
- Avoid a separate pricing lookup during review prep.
- Keep the lookup tied to the task entering review.
Setup
Build it in a few focused steps.
- 1Connect Asana and Cdr platform once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to fetch current CDR pricing, fees, and billing thresholds when a task enters review, then summarize the details in the run report.
- 4Pick Asana's Task Moved to Section trigger for the relevant project.
- 5Choose a report channel, then test with one real task moved into that section.
Questions about this workflow
Does the task need a specific budget field?
No field mapping is needed. Notis retrieves current pricing and billing information; add any budget context in your instruction if you want it considered.
Will this workflow place an order?
No. It retrieves pricing, fees, and thresholds only.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Cdr platform. A trigger fires from one place; an action lands in another.
Asana triggers
Cdr platform actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get CDR Price
Tool to retrieve the cost of carbon dioxide removal. use after specifying cdr methods and amounts to estimate pricing.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Health Check
Tool to perform a health check of the cdr platform service. use when you need to verify api and database connectivity and core service status.
Attachment Added to Task
Triggers when an attachment is added to a task.
Get Pricing and Billing Info
Tool to get current pricing, fees, and billing thresholds for carbon removal. use when calculating costs before purchase.
New Comment on Task
Triggers when a comment is added to a task in a project.
Post CDR Purchase
Tool to initiate the purchase of carbon dioxide removal credits. use after confirming cost and methods to finalize the order.
New Task Created
Triggers when a new task is created in a project.
Task Moved to Section
Triggers when a task is moved to a section in a project.
Tag Added to Task
Triggers when a tag is added to a task. Note: Asana's event structure is inverted for tag events — the resource is the task and the parent is the tag. So parent.gid gives the tag GID.
Task Updated
Triggers when a task is updated in a project.
Connect any two apps with Notis in the middle.
Asana and Cdr platform, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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