Braintree
When this happens...
BraintreeNew Customer
Then do this...
InsightlyCreate Contact

Can't afford to have mismatched customer information across your services? Put this Braintree Insightly integration to work and it'll maintain everything while active: a new contact will be added to Insightly for every new customer you add on Braintree, bringing in the latest data automatically.

How It Works

  1. A new customer is added to Braintree
  2. Zapier automatically adds a new contact to Insightly

What You Need

  • Braintree account
  • Insightly account

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Braintree + Insightly and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Customer

Triggers when you add a new customer.

Create Customer

Create a new customer.

New Transaction

Triggers when you add a new transaction.

Create Contact

Create a new contact in your Insightly account.

New Contact

A new contact was created in your Insightly account.

Create Task

Create a new task in your Insightly account.

New Task

A new task was created in your Insightly account.

Create Note

Create a new note in your Insightly account.

New Project

Triggers when a new project is created within your Insightly account.

Create Project

Creates a new project in your Insightly account.

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Become a Zapier Integration Partner

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 More

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.

See Insightly Integrations