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Braintree + Autotask Integrations

Appy Pie Connect allows you to automate multiple workflows between Braintree and Autotask

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  • Lightning Fast Setup
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About Braintree

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.

Autotask Integrations
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Best ways to Integrate Braintree + Autotask

  • Braintree Autotask

    Braintree + Autotask

    Create Account to Autotask from New Customer in Braintree Read More...
    Close
    When this happens...
    Braintree New Customer
     
    Then do this...
    Autotask Create Account
  • Braintree Autotask

    Braintree + Autotask

    Create Ticket to Autotask from New Customer in Braintree Read More...
    Close
    When this happens...
    Braintree New Customer
     
    Then do this...
    Autotask Create Ticket
  • Braintree Autotask

    Braintree + Autotask

    Create Time Entry to Autotask from New Customer in Braintree Read More...
    Close
    When this happens...
    Braintree New Customer
     
    Then do this...
    Autotask Create Time Entry
  • Braintree Autotask

    Braintree + Autotask

    Create Contact to Autotask from New Customer in Braintree Read More...
    Close
    When this happens...
    Braintree New Customer
     
    Then do this...
    Autotask Create Contact
  • Braintree Autotask

    Braintree + Autotask

    Create Ticket Note to Autotask from New Customer in Braintree Read More...
    Close
    When this happens...
    Braintree New Customer
     
    Then do this...
    Autotask Create Ticket Note
  • Braintree {{item.actionAppName}}

    Braintree + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Braintree + Autotask in easier way

It's easy to connect Braintree + Autotask without coding knowledge. Start creating your own business flow.

    Triggers
  • New Customer

    Triggers when you add a new customer.

  • New Transaction

    Triggers when you add a new transaction.

  • New Account

    Triggers whenever a new Account is added.

  • New Appointment

    Triggers whenever a new appointments is added.

  • New Configuration Item

    Triggers when a new Configuration Item is found.

  • New Holiday

    Triggers whenever a new holiday is added.

  • New Invoice

    Triggers whenever a new invoice is added.

  • New Item Or Service

    Triggers whenever a new item/service is added.

  • New Opportunity

    Triggers whenever a new opportunity is added.

  • New Project

    Triggers when a new Project is found.

  • New Task

    Triggers when a new Task is found.

  • New Ticket

    Triggers when a new Ticket is found.

  • New Time Entry

    Triggers when a new Time Entry is found.

  • New Todos

    Triggers whenever a new account todos is added.

  • New or Updated Contact

    Triggers whenever a new or updated Contact is found.

  • New or Updated Ticket Note

    Triggers when a ticket note is updated or created.

  • Service Call

    Trigger if a service call was created/setup

  • Updated Account

    Triggers when an Account is updated.

  • Updated Task

    Triggers when a updated task is found.

  • Updated Ticket

    Triggers when a ticket is updated.

  • Updated Time Entry

    Triggers when a Time Entry is updated.

    Actions
  • Create Customer

    Create a new customer.

  • Create Account

    Creates an account.

  • Create Appointment

    Creates an appointment.

  • Create Contact

    Creates a contact.

  • Create Opportunity

    Creates a opportunity.

  • Create Ticket

    Creates a ticket.

  • Create Ticket Note

    Creates a ticket note.

  • Create Time Entry

    Creates a Time Entry.

  • Create ToDo

    Creates a ToDo.

  • Update Opportunity

    Updates an opportunity.

  • Update Ticket

    Updates a ticket.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Braintree & Autotask Integrations Work

  1. Step 1: Choose Braintree as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Autotask as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Braintree to Autotask.

    (2 minutes)

  6. 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.