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Summarize CDR billing readiness from intake

Give reviewers one concise billing summary before they approve a request.

Trigger

New Form Response

Triggers when a respondent completes and submits the form.

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

Reviewers hunt across tools to understand whether a request is financially ready.

  • Reduce review context switching
  • Surface missing financial details
  • Improve approval consistency

Setup

Build it in a few focused steps.

  • 1Connect Typeform and Cdr platform once in Notis.
  • 2Create an automation for purchase readiness summaries.
  • 3Tell Notis to summarize the response and retrieve current CDR pricing, fees, and billing thresholds relevant to the request.
  • 4Pick the Typeform New Form Response trigger and a report channel.
  • 5Test with one real response.

Questions about this workflow

Can it decide whether to approve?

It can summarize the billing facts, while your team supplies the approval decision.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Typeform to Cdr platform. A trigger fires from one place; an action lands in another.

Typeform triggers

Cdr platform actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get CDR Price

Tool to retrieve the cost of carbon dioxide removal. use after specifying cdr methods and amounts to estimate pricing.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

New Form Response

Triggers when a respondent completes and submits the form.

TriggerInstant

Get Pricing and Billing Info

Tool to get current pricing, fees, and billing thresholds for carbon removal. use when calculating costs before purchase.

ActionInstant

Post CDR Purchase

Tool to initiate the purchase of carbon dioxide removal credits. use after confirming cost and methods to finalize the order.

ActionInstant

Connect any two apps with Notis in the middle.

Typeform and Cdr platform, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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