Connect braintree and forecast to Build Intelligent Automations
Choose a Trigger
When this happens...
Customer Is Created
New Transaction
Choose an Action
Automatically do this!
- Request a new Action for forecast
Enable Integrations or automations with these events of braintree and forecast
Enable Integrations or automations with these events of braintree and forecast
Triggers
Customer Is Created
Runs when customer is created
New Transaction
Runs when transaction created
Actions
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
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Frequently Asked Questions
To start, connect both your braintree and forecast accounts to viaSocket. Once connected, you can set up a workflow where an event in braintree triggers actions in forecast (or vice versa).
Absolutely. You can customize how braintree data is recorded in forecast. This includes choosing which data fields go into which fields of forecast, setting up custom formats, and filtering out unwanted information.
The data sync between braintree and forecast 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 forecast. 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 forecast
Forecast is a full-suite business platform that enables professional service organizations to run efficiently and predictably in one AI-powered software.
Learn More
