Review carbon removal coverage across the Salesforce pipeline
See which pipeline records have accessible Cdr platform context and where the available information is incomplete.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List opportunities
Lists opportunities from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Founders often need a fast pipeline overview but must assemble deal and removal information by hand.
- Summarize opportunity coverage using accessible information.
- Highlight accounts with missing Cdr context.
- Support a focused pipeline review without manual record collection.
Setup
Build it in a few focused steps.
- 1Connect Cdr platform and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis which opportunities to review and how to summarize their available Cdr platform coverage.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with a representative set of real opportunities and check the coverage summary.
Questions about this workflow
Does coverage mean a purchase is guaranteed?
No. It is a summary of accessible data and matching records, not a guarantee of purchase or delivery.
Can this report historical coverage changes?
Only if historical snapshots or dates are available. Without that history, it can report the current accessible view only.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cdr platform to Salesforce. A trigger fires from one place; an action lands in another.
Cdr platform triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Cdr platform and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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