Get current carbon removal pricing for new leads
Have current pricing and billing details ready while you review new leads interested in sustainability.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
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 lead follow-up can stall while you look up pricing and billing details in another service.
- Retrieve current pricing and billing information when a lead arrives.
- Reduce service switching during lead review.
- Keep run details in your chosen report 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 pricing and billing information when a new lead is created, then summarize the returned details in the run report.
- 4Pick New Lead Trigger and choose where run reports go.
- 5Test with one real lead.
Questions about this workflow
Does this workflow calculate a quote for the lead?
It retrieves pricing, fees, and billing thresholds. A specific estimate requires a removal method and amount.
Does it contact the lead?
No. It retrieves information from Cdr platform and reports the result through your chosen Notis channel.
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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