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Get current CDR billing context beside new documents

Keep current pricing and billing details close to new sustainability materials.

Trigger

New Item Added to Folder

Triggers when a new item (file, folder, or web link) is added to a folder in Box. This trigger monitors a specific Box folder and fires when new items are detected.

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

Founders often have to pause document review to look up current charges and thresholds in another system.

  • Reduce context switching during document review.
  • Get current billing details when relevant materials arrive.
  • Keep the report associated with the new Box item.

Setup

Build it in a few focused steps.

  • 1Connect Box and Cdr platform once in the Notis portal.
  • 2Create an automation describing which sustainability folder additions should prompt a billing information lookup.
  • 3Pick the New Item Added to Folder trigger for that Box folder.
  • 4Choose where run reports should go, then test with one real folder addition.

Questions about this workflow

Does the new item need to contain purchase amounts?

No, the billing information action retrieves current pricing, fees, and thresholds. To estimate a specific plan, use the price estimate action with its methods and amounts.

Will this place an order?

No. It only retrieves billing information.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Box to Cdr platform. A trigger fires from one place; an action lands in another.

Box 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

Tool to retrieve the cost of carbon dioxide removal. use after specifying cdr methods and amounts to estimate pricing.

ActionInstant

Webhook trigger

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

TriggerInstant

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.

ActionInstant

Collaboration Details Changed

Triggers when a collaboration's details change (e.g., role, status, expiration). This trigger monitors a specific collaboration and detects when any meaningful field changes, such as role, status, expiration date, access type, or acknowledgment status.

TriggerPolling

Get Pricing and Billing Info

Tool to get current pricing, fees, and billing thresholds for carbon removal. use when calculating costs before purchase.

ActionInstant

Comment Changed

Triggers when a comment's content or details change in Box. This trigger monitors a specific Box comment and detects when any meaningful field changes, such as message text edits, tagged message changes, or modification timestamp updates.

TriggerPolling

Post CDR Purchase

Tool to initiate the purchase of carbon dioxide removal credits. use after confirming cost and methods to finalize the order.

ActionInstant

New File Comment Added

Triggers when a new comment is added to a file in Box. This trigger monitors a specific Box file and fires when new comments are detected.

TriggerPolling

File Metadata Changed

Triggers when a file's metadata or properties change in Box. This trigger monitors a specific Box file and fires when changes are detected in key fields like name, description, size, modification time, parent folder, or status.

TriggerPolling

File Shared Link Changed

Triggers when a file's shared link settings change in Box. This trigger monitors a specific Box file's shared link and fires when changes are detected in the shared link configuration, such as access level, permissions, password protection, expiration date, or vanity URL.

TriggerPolling

New File Version Uploaded

Triggers when a new file version is uploaded to a file in Box. This trigger monitors a specific Box file and fires when new versions are detected.

TriggerPolling

Connect any two apps with Notis in the middle.

Box and Cdr platform, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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