Connect braintree and Espo CRM
Integrate braintree with Espo CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Lead in Espo CRM when Customer Is Created in Braintree
Get Lead from Espo CRM when Customer Is Created in Braintree
Update Lead in Espo CRM when Customer Is Created in Braintree
Find Leads by Text Filter in Espo CRM when Customer Is Created in Braintree
Create Lead in Espo CRM when New Transaction in Braintree
Popular braintree + Espo CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
braintree
When this happens...
Customer Is Created
New Transaction
Choose an action
Espo CRM
Automatically do this!
Create Lead
Get Lead
Update Lead
Find Leads by Text Filter
Create Lead in Espo CRM when Customer Is Created in Braintree
Use this flowGet Lead from Espo CRM when Customer Is Created in Braintree
Use this flowUpdate Lead in Espo CRM when Customer Is Created in Braintree
Use this flowFind Leads by Text Filter in Espo CRM when Customer Is Created in Braintree
Use this flowCreate Lead in Espo CRM when New Transaction in Braintree
Use this flowGet Lead from Espo CRM when New Transaction in Braintree
Use this flowUpdate Lead in Espo CRM when New Transaction in Braintree
Use this flowFind Leads by Text Filter in Espo CRM when New Transaction in Braintree
Use this flowCreate Customer in Braintree when New Lead in Espo CRM
Use this flowSearch Customers in Braintree when New Lead in Espo CRM
Use this flowSupported Triggers & Actions
Everything you can automate between braintree and Espo CRM.
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.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 moreSimilar apps
About 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.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your braintree and Espo CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between braintree and Espo CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Espo CRM. No coding required.
Yes. You can set up a workflow where braintree triggers actions in Espo CRM, and a separate workflow where Espo CRM triggers actions in braintree. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between braintree and Espo CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire braintree and Espo CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
