Refresh carbon pricing after completed Salesforce tasks
Bring current pricing into the next follow-up step after a Salesforce task is completed.
Trigger
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
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
A completed follow-up can still leave you without current pricing when a prospect asks about carbon removal.
- Refresh pricing and billing context after task completion.
- Make returned pricing details easier to include in follow-up planning.
- Choose a report channel that fits your workflow.
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 after a task is completed, then summarize the result in its run report.
- 4Pick Task Created or Completed as the trigger and choose where run reports go.
- 5Test with one real completed task.
Questions about this workflow
Will every task completion retrieve pricing?
The event can fire when a task is created or when its status changes to Completed. The instruction can ask Notis to proceed only for completed tasks relevant to carbon removal.
Can it use the task to calculate a specific purchase price?
A specific estimate needs a removal method and amount. This workflow retrieves general pricing and billing information.
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.
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.
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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