Prepare CDR billing context for new contacts
Be ready for carbon removal conversations when a new partner enters your address book.
Trigger
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
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
New relationships create follow-up work before you know the current commercial details.
- Prepare accurate cost context early
- Reduce repeated lookup work
- Support better partner conversations
Setup
Build it in a few focused steps.
- 1Connect Outlook and Cdr platform in Notis once.
- 2Create an automation that requests current pricing and billing information when a new contact is added.
- 3Pick New Contact Added as the trigger.
- 4Choose where reports go and test with one real contact.
Questions about this workflow
Does the contact need to be a buyer?
No, but the workflow is most useful for contacts connected to sustainability or procurement discussions.
Does it store contact data in Cdr platform?
No. It only retrieves billing information for your report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Cdr platform. A trigger fires from one place; an action lands in another.
Outlook 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.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Get Pricing and Billing Info
Tool to get current pricing, fees, and billing thresholds for carbon removal. use when calculating costs before purchase.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Post CDR Purchase
Tool to initiate the purchase of carbon dioxide removal credits. use after confirming cost and methods to finalize the order.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Connect any two apps with Notis in the middle.
Outlook and Cdr platform, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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