
When this happens...
Customer Is Created
New Transaction
Automatically do this!
Add New Contact
Create Organization
Create Lead
Create Deal
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when customer is created
Runs when transaction created
Action is the task that follows automatically within your braintree integrations.
Create a customer record
Find customers by details
Find transactions in Braintree
Refund a specific transaction
Void a specific transaction
Creates a new contact in Entera CRM.

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To start, connect both your braintree and Entera CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in braintree triggers actions in Entera CRM (or vice versa).
Absolutely. You can customize how braintree data is recorded in Entera CRM. This includes choosing which data fields go into which fields of Entera CRM, setting up custom formats, and filtering out unwanted information.
The data sync between braintree and Entera CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between braintree and Entera CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
With a first class API, great rates and instant approval, Braintree is the easiest way to accept payments anywhere online and via a mobile app.
Learn MoreEntera CRM is a comprehensive customer relationship management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, ensuring that businesses can maintain strong relationships and improve customer satisfaction.
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