Connect braintree and Worksection to Build Intelligent Automations
Choose a Trigger
When this happens...
Customer Is Created
New Transaction
Choose an Action
Automatically do this!
Create Project
Ready to use braintree and Worksection 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 Project
Triggers when a new project is created.
New Project Task
Retrieve tasks created within a recent time window for the selected project.
New Comment in Task
Detects new comments added to a selected task in a project and returns their details.
Task Completed in Project
Return tasks from the selected project that were marked done within the specified recent time period.
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
Create Project
Adds a new project into your account.
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Frequently Asked Questions
To start, connect both your braintree and Worksection accounts to viaSocket. Once connected, you can set up a workflow where an event in braintree triggers actions in Worksection (or vice versa).
Absolutely. You can customize how braintree data is recorded in Worksection. This includes choosing which data fields go into which fields of Worksection, setting up custom formats, and filtering out unwanted information.
The data sync between braintree and Worksection 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 Worksection. 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 Worksection
Worksection is project management tool. We help to manage projects, teams, communicate effectively, and control tasks online.
Learn More
