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Braintree + Salesforce

Add cases to Salesforce for new Braintree transactions

Scouting for the best way to incorporate your Braintree transactions into Salesforce? This Braintree-Salesforce integration will keep you organized no matter how busy you get. It will trigger with every new Braintree transaction once active, automatically creating a new case on Salesforce for every one after that.

Scouting for the best way to incorporate your Braintree transactions into Salesforce? This Braintree-Salesforce integration will keep you organized no matter how busy you get. It will trigger with every new Braintree transaction once active, automatically creating a new case on Salesforce for every one after that.

  1. When this happens...
    BraintreeBraintree
    New Transaction

    Triggers when you add a new transaction.

    TriggerScheduled
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Braintree triggers, actions, and search

    New Customer

    Triggers when you add a new customer.

    Trigger
    Scheduled
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    • Status

    Trigger
    Scheduled
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    • First Name

    • Last Name

    • Company

    • Email

    • Phone

    • Fax

    • Website

    • Street Address

    • Extended Address

    • Locality (City)

    • Region (State)

    • Postal Code

    • Country Code

    Action
    Write

    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Braintree triggers, actions, and search

    New Dispute

    Triggers when a new dispute is added.

    Trigger
    Scheduled
    Try It

    • Status

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Lead

    Triggers when a new Lead is created.

    Trigger
    Scheduled
    Try It
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braintree logo

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 moreHelp

Related categories

  • Payment Processing

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salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn moreHelp

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Related Zap Templates

  • Create custom Salesforce objects for new Braintree transactions

Related Zap Templates

 

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