Start an approved removal purchase from a deal milestone
Move an approved carbon removal order forward from a deal milestone when the method, amount, and cost review are clear.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Post CDR Purchase
Tool to initiate the purchase of carbon dioxide removal credits. use after confirming cost and methods to finalize the order.
Why this helps
Approved removal plans can sit idle after a deal advances because the order handoff is manual.
- Start an order at a defined deal milestone when purchase details are ready.
- Require explicit approval in the instruction or available context.
- Report missing details rather than making assumptions.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Cdr platform once in the Notis portal.
- 2Create an automation named Purchase Approved Removal at Deal Milestone.
- 3Tell Notis to initiate a purchase only when explicit approval, removal method, amount, and cost confirmation are available; otherwise report what is missing.
- 4Choose Deal Stage Updated as the trigger and select where run reports should go.
- 5Test with one real example that is approved and has all required purchase details.
Questions about this workflow
Will every deal stage update start a purchase?
The instruction should require explicit approval and complete purchase details before the purchase action is run.
What should happen if a cost has not been confirmed?
Instruct Notis to stop and report that cost confirmation is missing.
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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