Bring current CDR fees into deal reviews
Use a deal stage change to refresh the pricing and billing context your team needs for its next review.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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
Deal reviews lose time when current billing thresholds and fees are scattered across another service.
- Refresh current fee and billing threshold information at a deal milestone.
- Give reviewers a consistent cost reference.
- Avoid treating general billing information as a specific quote.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Cdr platform once in the Notis portal.
- 2Create an automation named Surface CDR Fees During Deal Review.
- 3Tell Notis to retrieve current CDR pricing, fees, and billing thresholds after a deal stage change and summarize the information in the report.
- 4Choose Deal Stage Updated as the trigger and select where run reports should go.
- 5Test with one real deal stage update.
Questions about this workflow
Is this a specific quote for the deal?
No. It retrieves general current pricing, fees, and billing thresholds.
What information does the action return?
The listed action retrieves current pricing, fees, and billing thresholds for carbon removal.
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.
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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
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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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