Connect braintree and ShareFile to Build Intelligent Automations
Choose a Trigger
When this happens...
Customer Is Created
New Transaction
Choose an Action
Automatically do this!
Add Note
Add URL
Create Client User
Create Folder
Ready to use braintree and ShareFile 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 File
Triggers when a new file is uploaded to a specified folder.
New Client
Triggers when a new client 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
Add Note
Adds a note in the chosen folder.
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Frequently Asked Questions
To start, connect both your braintree and ShareFile accounts to viaSocket. Once connected, you can set up a workflow where an event in braintree triggers actions in ShareFile (or vice versa).
Absolutely. You can customize how braintree data is recorded in ShareFile. This includes choosing which data fields go into which fields of ShareFile, setting up custom formats, and filtering out unwanted information.
The data sync between braintree and ShareFile 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 ShareFile. 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 ShareFile
ShareFile is a secure file sharing and storage solution designed for businesses to easily send, receive, and store large files. It offers robust security features, customizable workflows, and seamless integration with other business tools to enhance productivity and collaboration.
Learn More
