Prepare CDR billing context for new organizations
Start every organization relationship with a clear view of carbon removal costs and thresholds.
Trigger
New Organization Received Trigger
Triggered when a new organization 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
New account research spreads across tools before anyone knows the commercial constraints.
- Speed up account discovery
- Create consistent cost context
- Support better qualification
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Cdr platform in Notis once.
- 2Create an automation for new organization billing context.
- 3Describe that Notis should retrieve current CDR pricing, fees, and billing thresholds for the organization context.
- 4Pick New Organization Received and choose a report channel.
- 5Test with one real organization.
Questions about this workflow
Does this assume the organization will buy?
No. It provides current billing context for planning and qualification.
What if the organization has no CDR requirements yet?
Notis can report general billing information and identify details that still need to be supplied.
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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