Connect braintree and upsales 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 upsales
Enable Integrations or automations with these events of braintree and upsales
Enable Integrations or automations with these events of braintree and upsales
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
Know More About Braintree and Upsales Integrations
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Frequently Asked Questions
To start, connect both your braintree and upsales accounts to viaSocket. Once connected, you can set up a workflow where an event in braintree triggers actions in upsales (or vice versa).
Absolutely. You can customize how braintree data is recorded in upsales. This includes choosing which data fields go into which fields of upsales, setting up custom formats, and filtering out unwanted information.
The data sync between braintree and upsales 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 upsales. 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 upsales
The revenue engine for fast-growing businesses. You need to move fast and sell more. You need a revenue engine with CRM and Marketing Automation that can handle it. Unite sales and marketing with one platform for the whole customer journey.
Learn More
