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Integrate Braintree with Customerly

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

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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 Customerly

Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.

Customerly Integrations

Best ways to Integrate Braintree + Customerly

  • Braintree Integration Customerly  Integration

    Braintree + Customerly

    Create or Update Lead to Customerly from New Customer in Braintree Read More...
    Close
    When this happens...
    Braintree Integration New Customer
     
    Then do this...
    Customerly  Integration Create or Update Lead
  • Braintree Integration Customerly  Integration

    Braintree + Customerly

    Create or Update User to Customerly from New Customer in Braintree Read More...
    Close
    When this happens...
    Braintree Integration New Customer
     
    Then do this...
    Customerly  Integration Create or Update User
  • Braintree Integration Customerly  Integration

    Braintree + Customerly

    Add User Tag in Customerly when New Customer is created in Braintree Read More...
    Close
    When this happens...
    Braintree Integration New Customer
     
    Then do this...
    Customerly  Integration Add User Tag
  • Braintree Integration Customerly  Integration

    Braintree + Customerly

    Create or Update Lead to Customerly from New Transaction in Braintree Read More...
    Close
    When this happens...
    Braintree Integration New Transaction
     
    Then do this...
    Customerly  Integration Create or Update Lead
  • Braintree Integration Customerly  Integration

    Braintree + Customerly

    Create or Update User to Customerly from New Transaction in Braintree Read More...
    Close
    When this happens...
    Braintree Integration New Transaction
     
    Then do this...
    Customerly  Integration Create or Update User
  • Braintree Integration {{item.actionAppName}} Integration

    Braintree + {{item.actionAppName}}

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    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
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Connect Braintree + Customerly in easier way

It's easy to connect Braintree + Customerly 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 Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

    Actions
  • Create Customer

    Create a new customer.

  • Add User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

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

How Braintree & Customerly 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 Customerly 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 Customerly .

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Braintree and Customerly

Braintree

BrainTree (also known as "Braintree". is a payment service provider, founded in 2007. According to their website, they provide the fplowing services:

Payments - Accept credit cards, debit cards, Apple Pay and Bitcoin.

  • Accept credit cards, debit cards, Apple Pay and Bitcoin. Payment Gateway - Integrate seamlessly with all major ecommerce platforms, including Magento, Shopify and Bigcommerce.
  • Integrate seamlessly with all major ecommerce platforms, including Magento, Shopify and Bigcommerce. Authorize.Net Integration - Quickly authorize credit card payments for your customers that use Authorize.net.
  • Quickly authorize credit card payments for your customers that use Authorize.net. Merchant Services - Accept international payments through multiple gateways, including Dwpla and ACH.
  • Accept international payments through multiple gateways, including Dwpla and ACH. Recurring Billing - Enable subscription billing using Braintree subscriptions services.
  • Enable subscription billing using Braintree subscriptions services. Identity Verification - Verify your customer's identity using our fraud detection tops and 24/7 support.
  • Verify your customer's identity using our fraud detection tops and 24/7 support. Virtual Terminal - Process payments quickly on your mobile device or desktop computer.

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Customerly

Customerly is a payment gateway that can be used to accept payments from customers who are not registered with BrainTree and it allows you to process payments from credit or debit cards directly from the Customerly platform without having to integrate with the Braintree payment processor directly. As such, if you are looking for a simpler way to accept payments for products or services from your customers, then this may be a good alternative for you! It also has a free plan which we will discuss later in this article!

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Integration of Braintree and Customerly

As described above, when you sign up for Customerly, you are signing up for an alternative payment gateway that you can use in conjunction with Braintree to process your payments. In order to do this however, you will need to integrate these two together so that the customer information can be transferred between them! To do this, you will want to fplow the steps below:

Head on over to the BrainTree Dashboard Click on 'Connections' Click on 'Add New Connection' Enter the pertinent details into the fields and click 'Create Connection' Copy the API Key and Secret Key from the 'Connections' page and make sure that they have been copied onto your clipboard Once you have copied these keys, head over to the Customerly Dashboard and go to 'Settings' -> 'Payment Gateways' Click on 'Add New Gateway' Paste in the API Key and Secret Key that you copied from BrainTree Fill out the other fields and click 'Add Gateway' Now when your customer pays for a product or service through Customerly, the payment information will be passed over to BrainTree which will then pass the payment information over to the merchant! This integration makes it really easy to accept payments from customers who are not registered with BrainTree! The integration between these two systems is seamless and very easy to set up!

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Benefits of Integration of Braintree and Customerly

Integrating Braintree and Customerly helps to provide some benefits for both customers and merchants when it comes to accepting online payments via their payment gateways! Let's take a look at some of those benefits below:

The process to integrate Braintree and Customerly 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.