Get current CDR billing details for new inquiries
Have current fees and billing thresholds ready when a new contact asks what carbon removal may cost.
Trigger
Contact Created Trigger
Contact Created Trigger
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
Cost conversations stall when the team has to switch tools to find current fees and billing thresholds.
- Retrieve current CDR pricing and fee context for a new inquiry.
- Reduce tool switching during cost follow-up.
- Keep billing details separate from a specific purchase estimate.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Cdr platform once in the Notis portal.
- 2Create an automation named Check Carbon Removal Billing Context.
- 3Tell Notis to retrieve current CDR pricing, fees, and billing thresholds for each new contact and summarize them in the run report.
- 4Choose Contact Created as the trigger and select where run reports should go.
- 5Test with one real new contact.
Questions about this workflow
Does this calculate a quote for a specific removal amount?
No. It retrieves general pricing, fees, and billing thresholds. Use the pricing action with a specified method and amount for an estimate.
Does this change the contact record?
The listed Cdr platform action retrieves billing information. This workflow does not specify a HubSpot update.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Cdr platform. A trigger fires from one place; an action lands in another.
Hubspot 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.
Contact Created Trigger
Contact Created Trigger
Get Pricing and Billing Info
Tool to get current pricing, fees, and billing thresholds for carbon removal. use when calculating costs before purchase.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Post CDR Purchase
Tool to initiate the purchase of carbon dioxide removal credits. use after confirming cost and methods to finalize the order.
Connect any two apps with Notis in the middle.
Hubspot and Cdr platform, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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