Braintree + Autotask Integrations
Appy Pie Connect allows you to automate multiple workflows between Braintree and Autotask
- No code
- No Credit Card
- Lightning Fast Setup
Braintree is a software solution that helps businesses process payments and manage financial relationships with merchants securely and reliably.
About Autotask
Autotask provides an IT business management tool that combines RMM, service desk, CRM, projects, time, billing, reporting, and more. It has the ability to integrate all the features you may need to meet your specific business requirements.
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Best ways to Integrate Braintree + Autotask
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When this happens...
New Customer
Then do this...
Create Account
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When this happens...
New Customer
Then do this...
Create Ticket
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Braintree + Autotask
Create Time Entry to Autotask from New Customer in Braintree Read More...When this happens...
New Customer
Then do this...
Create Time Entry
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When this happens...
New Customer
Then do this...
Create Contact
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Braintree + Autotask
Create Ticket Note to Autotask from New Customer in Braintree Read More...When this happens...
New Customer
Then do this...
Create Ticket Note
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect Braintree + Autotask without coding knowledge. Start creating your own business flow.
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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 whenever a new Account is added.
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New Appointment
Triggers whenever a new appointments is added.
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New Configuration Item
Triggers when a new Configuration Item is found.
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New Holiday
Triggers whenever a new holiday is added.
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New Invoice
Triggers whenever a new invoice is added.
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New Item Or Service
Triggers whenever a new item/service is added.
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New Opportunity
Triggers whenever a new opportunity is added.
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New Project
Triggers when a new Project is found.
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New Task
Triggers when a new Task is found.
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New Ticket
Triggers when a new Ticket is found.
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New Time Entry
Triggers when a new Time Entry is found.
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New Todos
Triggers whenever a new account todos is added.
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New or Updated Contact
Triggers whenever a new or updated Contact is found.
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New or Updated Ticket Note
Triggers when a ticket note is updated or created.
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Service Call
Trigger if a service call was created/setup
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Updated Account
Triggers when an Account is updated.
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Updated Task
Triggers when a updated task is found.
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Updated Ticket
Triggers when a ticket is updated.
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Updated Time Entry
Triggers when a Time Entry is updated.
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Create Customer
Create a new customer.
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Create Account
Creates an account.
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Create Appointment
Creates an appointment.
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Create Contact
Creates a contact.
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Create Opportunity
Creates a opportunity.
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Create Ticket
Creates a ticket.
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Create Ticket Note
Creates a ticket note.
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Create Time Entry
Creates a Time Entry.
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Create ToDo
Creates a ToDo.
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Update Opportunity
Updates an opportunity.
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Update Ticket
Updates a ticket.
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How Braintree & Autotask Integrations Work
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Step 1: Choose Braintree as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Autotask as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Braintree to Autotask.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Braintree and Autotask
Braintree
Braintree is a leading platform for payments and commerce.
Autotask
Autotask is an IT management software provider with over 2,000,000 users and over 6,000 customers worldwide.
Integration of Braintree and Autotask
Autotask and Braintree have teamed up to provide a new payment gateway for Autotask customers. This gateway will be available in Autumn 2015. It will enable Autotask merchants to accept payments through their existing accounts on Autotask and manage them on their dashboard. The integration will also include automatic reporting and reconciliation of the payments that are processed.
Benefits of Integration of Braintree and Autotask
- Easy Payment Processing
Autotask merchants can now accept credit cards as well as online payments instantly. No more need to sign up with another company to take payments. Payments can also be made by bank transfer, checks or ACH transfer. This provides merchants with greater flexibility in payment options.
- Better Security
Since Autotask purchases are processed through Braintree, the security aspect is now handled by Braintree. This means that the data is safer than when it was stored within Autotask’s database.
- Improved Reporting Tops
Autotask merchants can now have access to better reporting tops than before. With this integration, all of the merchant’s payment details will be stored in one central place; therefore, it will be easier for businesses to keep track of their payment history. The merchants can even use this information for tax purposes.
- Reduced Overheads for Small Businesses
Merchants do not need to pay additional fees for transaction processing since payments are processed through Braintree; there is no need to sign up with yet another company to process payments. In addition, businesses can enjoy a lower transaction fee since they are charged on a per-transaction basis rather than on a percentage basis as before.
The process to integrate Braintree and Autotask may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.
