Turn approved organization intake into CDR purchases
Move an approved organization request into fulfillment with a single plain language automation.
Trigger
New Organization Received Trigger
Triggered when a new organization 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
New account requests can wait in the CRM while fulfillment details are reentered elsewhere.
- Reduce order handoff friction
- Require explicit approval and details
- Keep purchase outcomes visible
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Cdr platform in Notis once.
- 2Create an automation for approved organization purchases.
- 3Tell Notis to initiate a CDR purchase only when the organization context includes explicit approval, methods, and amounts; otherwise report what is missing.
- 4Pick New Organization Received and choose a report channel.
- 5Test with one approved organization example.
Questions about this workflow
What prevents an accidental purchase?
The instruction can require explicit approval plus complete method and amount details before the purchase action runs.
Where can the purchase result be reviewed?
Notis sends the returned result to the report channel selected for the automation.
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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