Turn onboarding details into an early CDR budget estimate
Help your team discuss realistic removal budgets before follow-up work piles up.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
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
Budget conversations wait when onboarding notes and pricing tools are disconnected.
- Prepare budget conversations sooner
- Keep assumptions visible
- Identify missing method or amount inputs
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Cdr platform once in Notis.
- 2Create an automation for onboarding budget estimates.
- 3Tell Notis to use the methods and amounts supplied in the onboarding instruction to retrieve a CDR price and flag missing inputs.
- 4Pick New User Created as the trigger and choose a report channel.
- 5Test with one real onboarding example.
Questions about this workflow
Can it choose a removal method for the user?
No. The method must be supplied by the user or onboarding team.
What does it return when details are complete?
It returns the available CDR price estimate for the stated methods and amounts.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Cdr platform. A trigger fires from one place; an action lands in another.
Zendesk 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.
New User Created
Triggered when a new user is created in Zendesk.
Get Pricing and Billing Info
Tool to get current pricing, fees, and billing thresholds for carbon removal. use when calculating costs before purchase.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Post CDR Purchase
Tool to initiate the purchase of carbon dioxide removal credits. use after confirming cost and methods to finalize the order.
Connect any two apps with Notis in the middle.
Zendesk and Cdr platform, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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