Check CDR readiness for new organizations
Know the service is reachable before sustainability discussions begin.
Trigger
New Organization Received Trigger
Triggered when a new organization 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
Account teams discover platform issues only after they have promised an action.
- Start account planning with current status
- Catch platform issues earlier
- Reduce avoidable handoff delays
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Cdr platform in Notis once.
- 2Create an automation for organization readiness checks.
- 3Tell Notis to run a Cdr platform health check and summarize connectivity and core service status.
- 4Select New Organization Received and choose where reports go.
- 5Test with one organization.
Questions about this workflow
Does this create a CDR order?
No. It only checks the platform health and reports the result.
Can the report be shared with account teams?
Yes. Choose the team report channel when creating 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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