Connect braintree and KarmaCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Customer Is Created
New Transaction
Choose an Action
Automatically do this!
List All Companies
List All Contacts
Create Company
Create Contact
Create Deal
Find Company
Find Contact
List All Activities
List All Calendars
List All Deals
List All Histories
Ready to use braintree and KarmaCRM 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
Company Created
Triggers when a new company is created.
New Contact Created
Triggers when a new contact is created.
Contact Updated
Triggers when a contact is updated.
New Deal Created
Triggers when a new deal is created.
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
List All Companies
Retrieve the list of all companies
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Frequently Asked Questions
To start, connect both your braintree and KarmaCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in braintree triggers actions in KarmaCRM (or vice versa).
Absolutely. You can customize how braintree data is recorded in KarmaCRM. This includes choosing which data fields go into which fields of KarmaCRM, setting up custom formats, and filtering out unwanted information.
The data sync between braintree and KarmaCRM 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 KarmaCRM. 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 KarmaCRM
KarmaCRM is a simple CRM that helps you nurture personalized relationships at scale by connecting your email, calendar and team to bring all your data into a single place.
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