Turn approved notes into CDR orders
Let a clear approval note trigger the next fulfillment step with less manual copying.
Trigger
New Note Received Trigger
Triggered when a new note 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
Purchase requests get lost between CRM notes and carbon removal operations.
- Reduce fulfillment handoff work
- Require explicit approval
- Keep an audit friendly report
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Cdr platform in Notis once.
- 2Create an automation for approved purchase notes.
- 3In one instruction, require explicit approval plus CDR methods and amounts, then tell Notis to initiate the purchase or report missing information.
- 4Pick New Note Received and choose a report channel.
- 5Test with one approved note.
Questions about this workflow
What if approval is unclear?
Notis should report that approval is missing instead of initiating a purchase.
Can the note include multiple methods?
Yes, if the note clearly states the methods and amounts for the requested purchase.
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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