Estimate removal pricing for a new contact
Prepare a useful first follow-up when a sustainability contact enters your CRM.
Trigger
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Action
Get CDR Price
Tool to retrieve the cost of carbon dioxide removal. use after specifying cdr methods and amounts to estimate pricing.
Why this helps
New contacts create scattered research tasks before the first meaningful conversation.
- Prepare relevant follow-up context
- Reduce manual quote research
- Connect contact intake to sustainability planning
Setup
Build it in a few focused steps.
- 1Connect Outlook and Cdr platform in Notis once.
- 2Create an automation that uses the new contact notes to request a CDR price estimate.
- 3Pick New Contact Added as the trigger.
- 4Choose a report channel and test with one contact containing method and amount.
Questions about this workflow
Where should the method and amount be written?
Put them in the contact notes or other descriptive contact text available to the automation.
What if those details are absent?
The report should flag the missing information instead of guessing.
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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