Check billing requirements for new deals
Know the fees and billing thresholds before a sustainability commitment reaches the customer.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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
Founders make budget promises without a current view of fees or billing limits.
- Expose current fees early
- Support more accurate deal planning
- Reduce surprise billing questions
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Cdr platform in Notis once.
- 2Create a new automation and name the billing review outcome.
- 3Describe that Notis should retrieve CDR pricing, fees, and billing thresholds relevant to the new deal.
- 4Select New Deal Received, then choose a report channel.
- 5Run one real deal through the workflow to verify the report.
Questions about this workflow
Does this purchase credits?
No. It only retrieves pricing, fees, and billing thresholds.
Can Notis calculate a final total?
It can use the returned billing information and deal details, while flagging any missing inputs.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Cdr platform. A trigger fires from one place; an action lands in another.
Pipedrive 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 Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Get Pricing and Billing Info
Tool to get current pricing, fees, and billing thresholds for carbon removal. use when calculating costs before purchase.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Post CDR Purchase
Tool to initiate the purchase of carbon dioxide removal credits. use after confirming cost and methods to finalize the order.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Connect any two apps with Notis in the middle.
Pipedrive and Cdr platform, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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