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Verify CDR readiness when deals arrive

Know whether the carbon removal service is reachable before your team promises a next step.

Trigger

New Deal Received Trigger

Triggered when a new deal is created in Pipedrive

Action

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.

Why this helps

A hidden API or database issue can delay an otherwise ready deal.

  • Catch service issues sooner
  • Give sales an operational signal
  • Reduce avoidable follow-up delays

Setup

Build it in a few focused steps.

  • 1Connect Pipedrive and Cdr platform in Notis once.
  • 2Create an automation focused on deal readiness.
  • 3Tell Notis to run a Cdr platform health check and summarize the service status when a new deal arrives.
  • 4Pick New Deal Received as the trigger and choose where reports go.
  • 5Test with one real deal.

Questions about this workflow

Does the health check change the deal?

No. It checks service connectivity, database connectivity, and core status, then reports the result.

Can it diagnose every failure?

It reports the health check response and status available from Cdr platform.

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.

TriggerScheduled

Get CDR Price

Tool to retrieve the cost of carbon dioxide removal. use after specifying cdr methods and amounts to estimate pricing.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

New Deal Received Trigger

Triggered when a new deal is created in Pipedrive

TriggerInstant

Get Pricing and Billing Info

Tool to get current pricing, fees, and billing thresholds for carbon removal. use when calculating costs before purchase.

ActionInstant

New Note Received Trigger

Triggered when a new note is created in Pipedrive

TriggerInstant

Post CDR Purchase

Tool to initiate the purchase of carbon dioxide removal credits. use after confirming cost and methods to finalize the order.

ActionInstant

New Organization Received Trigger

Triggered when a new organization is created in Pipedrive

TriggerInstant

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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