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Trigger application: Braintree -
Add Trigger Event:
Braintree Salesforce Integration
With Appy Pie Automate, you can save time by combining Braintree Integration with Salesforce Integration in one workflow.
- 7 days free trial
- Lightning Fast Setup
Simplify Braintree Salesforce Integration with seamless setup
Easily set up Braintree Salesforce Integration without coding. Start automating your workflows and Integrate Braintree with Salesforce today.
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New Customer
Triggers when you add a new customer.
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New Transaction
Triggers when you add a new transaction.
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New Account
Triggers the moment a new account is created.
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New Attachment
Triggers when a new attachment is created.
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New Case
Triggers whenever a new case is created in your account.
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New Contact
Triggers upon the creation of a new contact.
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New Event
Triggers upon the creation of a new event.
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New Lead
Triggers the moment there is a new lead in your account.
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New Opportunity
Triggers upon the creation of a new opportunity.
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New Product
Triggers upon the creation of a new product.
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New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
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New Task
Triggers whenever a new task is created in your account.
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Opportunity Stage Change
Triggers whenever the stage of an opportunity is changed.
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Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
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Create Customer
Create a new customer.
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Create Attachment
Create a new attachment (max 25 mb)
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Create Contact
Create a new contact.
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Create Custom Object
Create a new custom object as per your choice.
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Create Event
Create a new event.
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Create Lead
Create a new lead.
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Create Opportunity
Create a new opportunity.
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Create Record
Creates a record.
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Update Contact
Update an existing contact.
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Update Record
Updates a existing record.
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New Customer
Triggers when you add a new customer.
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New Transaction
Triggers when you add a new transaction.
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New Account
Triggers the moment a new account is created.
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New Attachment
Triggers when a new attachment is created.
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New Case
Triggers whenever a new case is created in your account.
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New Contact
Triggers upon the creation of a new contact.
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New Event
Triggers upon the creation of a new event.
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New Lead
Triggers the moment there is a new lead in your account.
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New Opportunity
Triggers upon the creation of a new opportunity.
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New Product
Triggers upon the creation of a new product.
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New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
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New Task
Triggers whenever a new task is created in your account.
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Opportunity Stage Change
Triggers whenever the stage of an opportunity is changed.
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Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
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Create Customer
Create a new customer.
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Create Attachment
Create a new attachment (max 25 mb)
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Create Contact
Create a new contact.
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Create Custom Object
Create a new custom object as per your choice.
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Create Event
Create a new event.
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Create Lead
Create a new lead.
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Create Opportunity
Create a new opportunity.
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Create Record
Creates a record.
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Update Contact
Update an existing contact.
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Update Record
Updates a existing record.
How Braintree and Salesforce Integrations Work
Follow the steps below to start setting up your Braintree integrations using Appy Pie Automate:
Trigger Details
Action Details
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Trigger application: Salesforce -
Add Action Event:
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Step 1: Select Trigger
Choose Braintree as the trigger app, select the desired event, authenticate your account, and successfully run a test.
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Step 2: Select Action
After completing the trigger test, select Salesforce as the action app from the list to continue your workflow automation flow.
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Step 3: Authenticate
Connect your Salesforce account & authenticate it. This ensures the integration works seamlessly.
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Step 4: Setup & Test
Choose the data you want to send from Braintree to Salesforce, run a final test, and your AI workflow automation is ready!
Choose the app you want to Integrate with Braintree and Salesforce
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Braintree Shopify
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Braintree WooCommerce
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Braintree Salesforce
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Braintree Stripe
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Braintree Zendesk
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Braintree Squarespace
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Braintree Zoho CRM
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Braintree Zoho Books
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Braintree Zoho Desk
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Braintree Zoho Writer
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Braintree Zoho People
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Braintree SendGrid
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Braintree MailChimp
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Braintree Google Sheets
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Braintree Google Calendar
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Braintree QuickBooks Online
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Braintree HubSpot
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Braintree Salesmate.io
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Braintree BigCommerce
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Braintree Square
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Braintree Magento 2.X
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Braintree Copper CRM
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Braintree Vtiger
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Braintree ServiceNow
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Braintree Zoho Mail
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Braintree Zoho Inventory
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Braintree Zoho Projects
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Braintree Stripe
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Braintree GoToWebinar
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Braintree Xero
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Braintree Facebook Lead Ads
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Braintree Wave
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Braintree ActiveCampaign
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Braintree Jotform
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Braintree MailerLite
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Salesforce MINDBODY
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Salesforce Slack
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Salesforce Microsoft Exchange
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Salesforce Xero
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Salesforce Braintree
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Salesforce Zendesk
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Salesforce Google Calendar
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Salesforce DocuSign
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Salesforce WordPress
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Salesforce Pipedrive
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Salesforce HubSpot
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Salesforce Asana
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Salesforce Dropbox
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Salesforce Google Drive
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Salesforce Trello
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Salesforce Zoho CRM
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Salesforce QuickBooks Online
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Salesforce Shopify
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Salesforce MailChimp
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Salesforce GitHub
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Salesforce Intercom
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Salesforce Twilio
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Salesforce Jotform
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Salesforce Square
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Salesforce Freshdesk
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Salesforce Firebase Realtime Database
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Salesforce Zoho People
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Salesforce Microsoft Teams
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Salesforce Calendly
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Salesforce Eventbrite
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Salesforce Zoom
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Salesforce Tableau
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Salesforce Expensify
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Salesforce Odoo ERP Self Hosted
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Salesforce Lightspeed(X Series)
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Salesforce Evernote
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Salesforce Autotask
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Salesforce ActiveCampaign
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Salesforce ClickUp
Popular Templates for Braintree and Salesforce Integration
Discover our most popular templates, designed to simplify and optimize your automation processes
Update Record in Salesforce when New Customer is created in Braintree
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When this happens:
New Customer
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Then do this:
Update Record
Create Lead to Salesforce from New Transaction in Braintree
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When this happens:
New Transaction
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Then do this:
Create Lead
Update Record in Salesforce when New Transaction is created in Braintree
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When this happens:
New Transaction
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Then do this:
Update Record
Update Contact in Salesforce when New Customer is created in Braintree
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When this happens:
New Customer
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Then do this:
Update Contact
Create Contact to Salesforce from New Transaction in Braintree
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When this happens:
New Transaction
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Then do this:
Create Contact
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FAQs on Braintree Salesforce Integrations
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What Is Braintree?
Braintree is a software solution that helps businesses process payments and manage financial relationships with merchants securely and reliably.
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What Is Salesforce?
Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.
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How Braintree and Salesforce Integrations Work?
The integration between Braintree and Salesforce is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
- Connection Establishment: The first step is establishing a secure connection between Braintree and Salesforce. This is typically done through an API (Application Programming Interface) integration, where both apps communicate and exchange data.
- Data Mapping: By aligning corresponding data elements, this process guarantees meaningful and contextually correct data sharing in real-time.
- Authentication and Authorization: This step ensures that only authorized entities can interact with data, preventing unauthorized access and potential breaches.
- Data Synchronization: With the connection, mapping, and authentication in place, data is synchronized between the apps.
- Real-time Updates: This feature provides users with the most recent information, enabling them to make informed decisions based on live data.
- Customization and Automation: Tailor the integration to specific business needs. Automate processes, trigger actions and set up notifications to enhance efficiency and streamline workflows.
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Is the Integration Between Braintree and Salesforce secure?
While assessing the security of integrating Braintree with Salesforce, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the Braintree-Salesforce integration:
- Data Encryption: This will ensure that any information shared remains secure and inaccessible to unauthorized parties.
- Authentication and Authorization: It is crucial to ensure that the integration process has strong two-factor authentication mechanisms.
- Access Control: This will prevent unauthorized users from gaining access to sensitive information or performing actions they are not permitted to do.
- Data Storage Security: This ensures that the databases or storage systems used by Braintree and Salesforce integration have adequate security measures.
- User Education and Awareness: Appy Pie ensures that the businesses using the integrated apps are trained to recognize potential security threats.
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