Customer Credit Limit Exceeded (flag as DNS) - (2 of 2)

“Step 2 of 2 to check a ServiceTitan's Customer Credit Limit (custom field) and mark as DNS if the Customer's Balance exceeds the stored Credit Limit.”

created by Rachel Lama

How Zapier works (57 sec)

How Zapier works (57 sec)

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This Zap works in 7 steps …

3.5 minutes to set up
Get back 682.5 hrs /week
16 people use this app pairing

This Zap uses the following 4 apps

Google Sheets
Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
ServiceTitan
ServiceTitan is a mobile, cloud-based software platform that helps home services companies streamline operations, improve customer service, and increase sales.
Looping by Zapier
Looping by Zapier is a helper app to repeat Action(s) in you Zaps a variable number of times for sets of values.
Filter by Zapier
Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

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Check out all the other ways you can connect Google Sheets and ServiceTitan.