Add carbon billing context to Salesforce account reviews
Review account changes with current carbon removal pricing and billing information close at hand.
Trigger
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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
Account reviews can lose momentum when pricing and billing details require a separate lookup.
- Retrieve current pricing and billing information alongside account changes.
- Keep account review and pricing lookup in one automated flow.
- Receive run details in your selected channel.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Cdr platform once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to retrieve current carbon removal pricing and billing information when an account is created or updated, and summarize the result in the run report.
- 4Pick Account Created or Updated as the trigger and choose where run reports go.
- 5Test with one real account event.
Questions about this workflow
Does an account change contain the billing information?
No. This workflow retrieves current pricing and billing information from Cdr platform when the account event starts it.
Does it tailor pricing to the account?
It retrieves current general pricing, fees, and billing thresholds. Account-specific pricing is not established by the available event or action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Cdr platform. A trigger fires from one place; an action lands in another.
Salesforce triggers
Cdr platform actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Get Pricing and Billing Info
Tool to get current pricing, fees, and billing thresholds for carbon removal. use when calculating costs before purchase.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Post CDR Purchase
Tool to initiate the purchase of carbon dioxide removal credits. use after confirming cost and methods to finalize the order.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Connect any two apps with Notis in the middle.
Salesforce and Cdr platform, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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