Connect braintree and Espo CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Customer Is Created
New Transaction
Choose an Action
Automatically do this!
Create Lead
Get Lead
Update Lead
Find Leads by Text Filter
Ready to use braintree and Espo CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Customer Is Created
Runs when customer is created
New Transaction
Runs when transaction created
New Lead
Runs when New Lead Is Created
Lead Status Updated
Runs when Lead Status Updated
Do thisActions
Action is the task that follows automatically within your braintree integrations.
Create Customer
Create a customer record
Search Customers
Find customers by details
Search Transactions
Find transactions in Braintree
Refund Transaction
Refund a specific transaction
Void Transaction
Void a specific transaction
Create Lead
Create a new lead using contact and address details.
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Frequently Asked Questions
To start, connect both your braintree and Espo CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in braintree triggers actions in Espo CRM (or vice versa).
Absolutely. You can customize how braintree data is recorded in Espo CRM. This includes choosing which data fields go into which fields of Espo CRM, setting up custom formats, and filtering out unwanted information.
The data sync between braintree and Espo 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 Espo 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.
About braintree
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 MoreAbout Espo CRM
Espo CRM is a versatile customer relationship management platform designed to help businesses manage their customer interactions, sales processes, and marketing efforts efficiently. It offers a range of features including contact management, sales automation, and analytics to enhance customer engagement and drive business growth.
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