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Autotask + Braintree Integrations

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

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.

About Braintree

Braintree is a software solution that helps businesses process payments and manage financial relationships with merchants securely and reliably.

Braintree Integrations
Braintree Alternatives

Connect the apps you use everyday and find your productivity super-powers.

  • Stripe Stripe
  • Paypal Paypal

Best Autotask and Braintree Integrations

  • Autotask MailChimp

    Autotask + MailChimp

    Create or update Mailchimp subscribers from Autotask contacts Read More...
    When this happens...
    Autotask New Contact
     
    Then do this...
    MailChimp Add/Update Subscriber

    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.

    How this works
    • A new contact is added to Autotask
    • Appy Pie Connect adds or updates a subscriber to your Mailchimp account
    What You Need
    • An Autotask account
    • A Mailchimp account
  • Autotask Google Sheets

    Autotask + Google Sheets

    Add new Autotask accounts to a Google Sheets spreadsheet Read More...
    When this happens...
    Autotask New Account
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Do you manage the accounts in your Autotask CRM with spreadsheets? Well, now you can automate the manual process by connecting your Autotask to Google Sheet with Appy Pie Connect. Once you enable this connect flow, every new account created in Autotask will automatically be added to a Google Sheets spreadsheet. Then you can do all of your follow-ups, make notes, and add attachments from inside this Google Sheet.
    How This Autotask-Google Sheets Integration Works
    • A new Account is found on your Autodesk account
    • Appy Pie Connect adds that Account's information to a row in Google Sheet
    What You Need
    • Autotask
    • Google Sheets
  • Autotask Microsoft Dynamics CRM

    Autotask + Microsoft Dynamics CRM

    Add every new Autotask account to Microsoft Dynamics CRM Read More...
    When this happens...
    Autotask New Account
     
    Then do this...
    Microsoft Dynamics CRM Create Account
    Do you love saving time and getting work done without wasting a minute of your day? Then we've got a treat for you! This connect flow will automatically create an account in Microsoft Dynamics CRM for every new account created in Autotask. The best part is that you can use the provided form fields to add important information right away, like their name and email address, which will already be added to the account when it's created.
    How This Autotask-Microsoft Dynamics Integration Works
    • A new Account is added to Autodesk
    • Appy Pie Connect adds that Account's information to Microsoft Dynamics CRM
    What You Need
    • Autotask
    • Microsoft Dynamics CRM
  • Autotask Slack

    Braintree + Slack

    Send a message in Slack for a new transaction on Braintree Read More...
    When this happens...
    Autotask New Transaction
     
    Then do this...
    Slack Send Channel Message
    Never miss a payment again with this Appy Pie Connect integration between Braintree and Slack. After setting this integration Braintree-Slack whenever a customer makes a purchase, Appy Pie Connect will notify you in Slack. Use Appy Pie Connect’s powerful automation and stay on top of each payment in Braintree.
    How This Braintree-Slack Integration Works
    • A new transaction is created on Braintree
    • Appy Pie Connect sends a message in Slack
    What You Need
    • Braintree account
    • Slack account
  • Autotask QuickBooks Online

    Braintree + QuickBooks Online

    Create sales receipts in QuickBooks Online for new Braintree transactions Read More...
    When this happens...
    Autotask New Transaction
     
    Then do this...
    QuickBooks Online Create Sales Receipt
    If a customer pays you with Braintree, you can create a sales receipt in QuickBooks online just by using Appy Pie Connect. A sales receipt in QuickBooks Online means you never have to enter that data twice. It's the ultimate efficiency for busy bookkeepers and businesses using Shopify, BigCommerce, WooCommerce and more.
    How This Braintree-QuickBooks Online Integration Works
    • A new transaction is created on Braintree
    • Appy Pie Connect create sales receipts in QuickBooks Online
    What You Need
    • Braintree account
    • QuickBooks Online account
  • Autotask QuickBooks Online

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    When this happens...
    Autotask {{item.triggerTitle}}
     
    Then do this...
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Connect Autotask + Braintree in easier way

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

    Triggers
  • 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 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 Ticket

    Triggers when a ticket is updated.

  • Updated Time Entry

    Triggers when a Time Entry is updated.

  • New Customer

    Triggers when you add a new customer.

  • New Transaction

    Triggers when you add a new transaction.

    Actions
  • 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.

  • Create Customer

    Create a new customer.

How Autotask & Braintree Integrations Work

  1. Step 1: Choose Autotask as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Autotask with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Braintree as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Braintree with Appy Pie Connect.

    (2 minutes)

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

Integration of Autotask and Braintree

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.

Integration of Autotask and Braintree allows users to perform the following tasks:

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.