Estimate carbon removal costs from Salesforce opportunities
Get a cost estimate in the flow of opportunity work when the deal includes carbon removal details.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
Get CDR Price
Tool to retrieve the cost of carbon dioxide removal. use after specifying cdr methods and amounts to estimate pricing.
Why this helps
Cost research can interrupt deal work, especially when removal method and amount are buried in opportunity context.
- Check estimated removal costs without leaving opportunity work.
- Use only records with a stated removal method and amount.
- Send a run report to a channel you choose.
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 estimate carbon removal costs from opportunity details only when the record or your instruction supplies a method and amount.
- 4Pick New or Updated Opportunity as the trigger and choose where run reports go.
- 5Test with one real opportunity that includes a method and amount.
Questions about this workflow
Will this estimate a cost if the opportunity has no removal method or amount?
The instruction should have Notis skip the estimate when either detail is missing, and mention what is missing in the run report.
Does this workflow purchase credits?
No. It retrieves a price estimate and does not initiate a purchase.
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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