- Add a
credit_type
custom field to the credit entity and set the relevant value on each object. For example,free_trial
. - Navigate to Alerts > click Add alert.
- Name the alert.
- Select the Contract credit balance alert type and enter a $0 value.
- Click Advanced filters > select
credit_type
as the custom field key and enterfree_trial
as the value. - Select the customers to whom this alert should apply.