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.
Braintree is a software solution that helps businesses process payments and manage financial relationships with merchants securely and reliably.Braintree Integrations
Autotask + MailChimpCreate or update Mailchimp subscribers from Autotask contacts Read More...
Working with multiple apps can get complicated, especially when you have to manage multiple customer contacts across these apps. However, thanks to automation services like Appy Pie Connect, it can get much easier for you! Use this integration and manage your customer contacts like never before. Once active, we will watch your Autotask account for you and whenever a new contact is added to it, Appy Pie Connect will automatically create a new subscriber or update an existing one on your Mailchimp.
Autotask + Google SheetsAdd new Autotask accounts to a Google Sheets spreadsheet Read More...
Autotask + Microsoft Dynamics CRMAdd every new Autotask account to Microsoft Dynamics CRM Read More...
Braintree + SlackSend a message in Slack for a new transaction on Braintree Read More...
Braintree + QuickBooks OnlineCreate sales receipts in QuickBooks Online for new Braintree transactions Read More...
It's easy to connect Autotask + Braintree without coding knowledge. Start creating your own business flow.
Triggers whenever a new Account is added.
Triggers whenever a new appointments is added.
Triggers when a new Configuration Item is found.
Triggers whenever a new holiday is added.
Triggers whenever a new opportunity is added.
Triggers when a new Project is found.
Triggers when a new Task is found.
Triggers when a new Ticket is found.
Triggers when a new Time Entry is found.
Triggers whenever a new account todos is added.
Triggers whenever a new or updated Contact is found.
Triggers when a ticket note is updated or created.
Trigger if a service call was created/setup
Triggers when an Account is updated.
Triggers when a ticket is updated.
Triggers when a Time Entry is updated.
Triggers when you add a new customer.
Triggers when you add a new transaction.
Creates an account.
Creates an appointment.
Creates a contact.
Creates a opportunity.
Creates a ticket.
Creates a ticket note.
Creates a Time Entry.
Creates a ToDo.
Updates an opportunity.
Updates a ticket.
Create a new customer.
This report will discuss the integration of Autotask and Braintree, a company that provides payment services for online merchants. The first section will provide an overview of both companies, followed by a section describing the benefits of the integration between the two. Finally, we will conclude with a brief summary of the findings.
Autotask is a software service provider that offers applications to manage business operations from sales leads to customer service. Autotask provides a single view of customers and all their interactions, whether they be phone calls or emails. It also provides two-way communication with customers via a unified messaging system. In addition, Autotask offers CRM (Customer Relationship Management. capabilities such as tracking sales opportunities, providing quotes and invoicing customers. The company's software supports Windows, Mac OS X and Linux operating systems.
Braintree is a payment gateway that processes payments and provides fraud prevention services for online merchants. Braintree was acquired by PayPal in 2013 but manages several other payment gateways including Payflow Pro and Authorize.Net.
The integration between Autotask and Braintree enables businesses to manage their customers' account information and make payments on their behalf using Braintree's payment gateway. Furthermore, Autotask users can create invoices and track sales opportunities directly through Braintree's merchant interface.
Autotask users can integrate their Braintree account so that credit card details collected from clients are stored securely in their Autotask account. Once the accounts are linked, clients' credit card details will be transferred to the Braintree gateway when Autotask users create invoices for them. When clients pay their invoices, processed payments will be recorded in the Braintree gateway as well as in Autotask. Customers can make payments online through the Braintree gateway or using a credit card over the phone by dialing 1-800-844-8988. Invoices are also available on Autotask's website and can be paid using a credit card or bank account information stored in Braintree's gateway.
Autotask users who wish to accept online payments from their clients can create an account with Braintree and link it to their Autotask account. They can then use Braintree's merchant interface to accept payments from their clients using any payment method accepted by Braintree, including credit cards, electronic checks and ACH debits. Payments received through the merchant interface will automatically be recorded in the Braintree gateway, which will then transfer the money into the Autotask user's bank account. The invoice payment history is also accessible from within Autotask to help users track sales opportunities.
The process to integrate Autotask and Braintree may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick solution to help you automate your workflows. Click on the button below to begin.