Turn confirmed deals into CDR purchases
Move from signed opportunity to carbon removal order without retyping the details.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
Post CDR Purchase
Tool to initiate the purchase of carbon dioxide removal credits. use after confirming cost and methods to finalize the order.
Why this helps
Approved sustainability commitments stall when purchase details must be copied by hand.
- Shorten handoff from sales to fulfillment
- Check for required purchase context
- Create a clear order report
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Cdr platform in Notis once.
- 2Create an automation for approved deal purchases.
- 3In one instruction, tell Notis to initiate a CDR purchase only when the deal provides confirmed methods, amounts, and approval; otherwise report what is missing.
- 4Choose New Deal Received as the trigger and select a report channel.
- 5Test with one approved deal example.
Questions about this workflow
Will it purchase without confirmed details?
No. The instruction can require confirmation and required method and amount details before initiating the purchase.
What happens after the purchase call?
Notis reports the returned order result in the selected channel.
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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