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Review CDR billing after prospect updates

Keep sustainability cost assumptions current as hiring pipelines change.

Trigger

Prospect Profile Changed

Triggers when a specific prospect's profile details change (contact info, status, type, source, level, tags, etc.). This trigger monitors a single prospect and fires when any of its core profile fields are modified.

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

Changing recruiting pipelines can make old billing assumptions unreliable.

  • Refresh billing facts at meaningful pipeline changes
  • Surface fees and thresholds for planning
  • Give finance a concise report

Setup

Build it in a few focused steps.

  • 1Connect Workday and Cdr platform in Notis once.
  • 2Create an automation describing the billing review outcome.
  • 3Pick Prospect Profile Changed as the trigger.
  • 4Choose where reports should be delivered.
  • 5Test with one updated prospect profile.

Questions about this workflow

Is this a purchase workflow?

No. It retrieves billing and pricing information for review.

Can I ask for a specific billing threshold?

Yes, include the threshold or decision rule in your instruction.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Workday 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

Absence Balance Changed

Triggers when a worker's absence balance changes. This trigger monitors a specific worker's absence plan balance and detects any changes to the balance details including quantity available, effective date, position, or other related fields. Uses snapshot-based diffing to detect meaningful changes.

TriggerPolling

Get Pricing and Billing Info

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

ActionInstant

Balance Details Changed

Triggers when details of a specific balance change (quantity, accruals, adjustments, etc.). This trigger monitors a specific worker's absence plan balance and detects any changes to the balance details including quantity available, effective date, position, or other related fields. Uses snapshot-based diffing to detect meaningful field changes.

TriggerPolling

Post CDR Purchase

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

ActionInstant

Interview Feedback Submitted or Updated

Triggers when interview feedback is submitted or updated for a specific interview. This trigger monitors a specific interview and fires when new feedback entries are detected or existing feedback is modified.

TriggerPolling

Job Posting Changed

Triggers when a specific job posting's details change (title, status, posting dates, location, etc.). This trigger monitors a single job posting and fires when any of its fields are modified.

TriggerPolling

Job Posting Questionnaire Changed

Triggers when a job posting's candidate questionnaire is added or changed. This trigger monitors a specific job posting's questionnaires and detects any changes including additions, removals, or modifications to questionnaires and questions. Uses snapshot-based diffing to detect meaningful changes.

TriggerPolling

New Absence Balance

Triggers when a new absence balance record becomes available for a worker. This trigger monitors a specific worker's absence balances and detects when new balance records appear (e.g., a new plan/bucket becomes available). Uses snapshot-based diffing to compare balance record IDs between polls.

TriggerPolling

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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