Review combined Ecologi impact on a schedule
Create a recurring moment to review trees, carbon avoidance, carbon removal, and habitat restoration together.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get User Impact
View a user's combined environmental impact, including trees and carbon.
Why this helps
Climate impact is spread across several categories, and an irregular review makes the full picture harder to recall.
- Retrieves multiple funded impact types in one request
- Creates a repeatable review habit
- Summarizes returned data in the chosen report channel
Setup
Build it in a few focused steps.
- 1Connect Ecologi once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the combined impact review.
- 3Tell Notis to retrieve the specified Ecologi user's combined impact and summarize the returned categories in each run report.
- 4Pick a recurring schedule as the trigger and choose where run reports go.
- 5Test with one real run and confirm the report includes the impact categories returned by Ecologi.
Questions about this workflow
Which impact categories can appear?
The action combines funded trees, carbon avoidance, carbon removal, and habitat restoration.
Can it calculate growth since the previous review?
The action returns current totals and does not provide a historical baseline. Supply a baseline if you want Notis to compare periods.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Ecologi. A trigger fires from one place; an action lands in another.
Salesforce triggers
Ecologi actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get User Carbon Offset
View a user's total avoided carbon emissions.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get User Carbon Removal
View a user's total carbon removed from the atmosphere.
Account Created or Updated
Triggers when an account is created or updated.
Get User Habitat Restoration
View the habitat area restored by a user.
Contact Updated
Triggers when an existing contact is modified and includes changed fields.
Get User Impact
View a user's combined environmental impact, including trees and carbon.
Record Updated (Generic SObject)
Triggers when monitored fields change on a specified record type.
Get User Trees
View the number of trees a user has funded.
New Contact Trigger
Triggers when a new contact is created.
New Lead Trigger
Triggers when a new lead is created.
New or Updated Opportunity
Triggers when an opportunity is created or updated.
Connect any two apps with Notis in the middle.
Salesforce and Ecologi, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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