Braintree is a software solution that helps businesses process payments and manage financial relationships with merchants securely and reliably.
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
Braintree + CustomerlyCreate or Update Lead to Customerly from New Customer in Braintree Read More...
Braintree + CustomerlyCreate or Update User to Customerly from New Customer in Braintree Read More...
Braintree + CustomerlyAdd User Tag in Customerly when New Customer is created in Braintree Read More...
Braintree + CustomerlyCreate or Update Lead to Customerly from New Transaction in Braintree Read More...
Braintree + CustomerlyCreate or Update User to Customerly from New Transaction in Braintree Read More...
It's easy to connect Braintree + Customerly without coding knowledge. Start creating your own business flow.
Triggers when you add a new customer.
Triggers when you add a new transaction.
Triggers when a new lead is created.
Triggers when a new user is created.
Create a new customer.
Attach a tag to an existing user or lead.
Creates or updates a lead.
Creates or updates a new user.
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.
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!
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!
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.