Connect braintree and Less Annoying CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Customer Is Created
New Transaction
Choose an Action
Automatically do this!
Search/List All Contacts/Company
List All Notes
List All Teams
Create Contact/ Company
Create Contact Note
Create Group Membership
Create Pipeline Item
Create Task
Delete Group Membership
Update Contact/Company
Ready to use braintree and Less Annoying 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 Contact
Triggers when a new contact is created.
New Company
Triggers when a new company is created.
New File
Triggers when new file is attach to an contact.
New Note
Triggers when a new note is attach to a contact.
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
Search/List All Contacts/Company
Retrieves the list of all contacts
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Frequently Asked Questions
To start, connect both your braintree and Less Annoying CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in braintree triggers actions in Less Annoying CRM (or vice versa).
Absolutely. You can customize how braintree data is recorded in Less Annoying CRM. This includes choosing which data fields go into which fields of Less Annoying CRM, setting up custom formats, and filtering out unwanted information.
The data sync between braintree and Less Annoying 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 Less Annoying 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 Less Annoying CRM
Less Annoying CRM is a small business CRM with easy-to-use features at an affordable price. Manage all leads, notes, and tasks in one place.
Learn More
