
When this happens...
Customer Is Created
New Transaction

Automatically do this!
Create Invoice
Create Contact
Create Item
Create Estimate
Create Contact Person
Find Contact
Record Payment
Find Invoice
Update Contact
Find contact
Update invoice
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when customer is created
Runs when transaction created
Action is the task that follows automatically within your braintree integrations.
Create a customer record
Find customers by details
Find transactions in Braintree
Refund a specific transaction
Void a specific transaction
Creates a New Invoice.

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To start, connect both your braintree and Zoho Invoice accounts to viaSocket. Once connected, you can set up a workflow where an event in braintree triggers actions in Zoho Invoice (or vice versa).
Absolutely. You can customize how braintree data is recorded in Zoho Invoice. This includes choosing which data fields go into which fields of Zoho Invoice, setting up custom formats, and filtering out unwanted information.
The data sync between braintree and Zoho Invoice 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 Zoho Invoice. 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.
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 MoreZoho Invoice is an easy invoice software meant for small businesses and freelancers. Accept payments online, automate payment reminders and recurring billing
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