Braintree

The Braintree modules allow you to watch, create, update, and delete the customers in your Braintree account.

Getting Started with Braintree

Prerequisites

  • A Braintree account

In order to use Braintree with Integromat, it is necessary to have a Braintree account. If you do not have one, you can create a Braintree Sandbox account at braintreepayments.com/sandbox.

The module dialog fields that are displayed in bold (in the Integromat scenario, not in this documentation article) are mandatory!

Connecting Braintree to Integromat

To connect your Braintree account to Integromat you need to obtain the API Key from your Braintree account and insert it in the Create a connection dialog in the Integromat module.

1. Log in to your Braintree account.

2. Click Your Profile Icon> My User > View Authorizations.

cgigNaay7B.gif

3. Copy the Public Key and Private Key to your clipboard.

braintree1.png

4. Go to Integromat and open the Braintree module's Create a connection dialog.

VOK6JkD1nk.gif

5. In the Connection name field, enter a name for the connection.

6. In the Environment field, select the required environment.

7. In the Public Key and Private Key fields, enter the public key and private key copied in step 3. Click Continue

The connection has been established.

Transactions

Watch New Transactions

Watches for new transactions.

ConnectionEstablish a connection to your Braintree account.
LimitSet the maximum number of new transactions Integromat should return during one scenario execution cycle.

Get a Transaction

Retrieves a translation.

ConnectionEstablish a connection to your Braintree account.
Transaction IDSelect the Transaction ID whose details you want to retrieve.

Search Transactions

Searches for transactions.

ConnectionEstablish a connection to your Braintree account.
Transaction IDSelect the Transaction ID you want to search.
Status

Select the status of the transaction. For example, Failed.

Customer IDSelect the Customer ID whose transactions you want to search.
Payment Method Snapshot TypeSelect the payment method snapshot type for searching only those transactions.
SourceSelect the source type of the transactions.
FilterSelect the filter to search the transactions.
LimitSet the maximum number of transactions Integromat should return during one scenario execution cycle.

Customers

Watch New Customers

Watches for new customers.

ConnectionEstablish a connection to your Braintree account.
LimitSet the maximum number of new customers Integromat should return during one scenario execution cycle.

Get a Customer

Retrieves a customer.

ConnectionEstablish a connection to your Braintree account.
Customer IDSelect the Customer ID whose details you want to retrieve.

Search Customer

Searches for customers.

ConnectionEstablish a connection to your Braintree account.
Customer IDSelect the Customer ID whose details you are searching for.
Date of CreationSelect the date on which the customer account is created to search only those customers.
FilterSelect the filters to search only those customers based on the specified criteria.
LimitSet the maximum number of new transactions Integromat should return during one scenario execution cycle.

Create a Customer

Creates a new customer.

ConnectionEstablish a connection to your Braintree account.
EmailEnter the email address of the customer.
First NameEnter the first name of the customer.
Last NameEnter the last name of the customer.
CompanyEnter the company name to which the customer belongs.
Phone NumberEnter the phone number of the customer.

Update a Customer

Updates a customer.

ConnectionEstablish a connection to your Braintree account.
Customer IDSelect the Customer ID whose details you want to update.
EmailEnter the email address of the customer.
First NameEnter the first name of the customer.
Last NameEnter the last name of the customer.
CompanyEnter the company name to which the customer belongs to.
Phone NumberEnter the phone number of the customer.

Delete a Customer

Deletes a customer.

ConnectionEstablish a connection to your Braintree account.
Customer IDSelect the Customer ID you want to delete.

Others

Execute a GraphQL Query

Performs an arbitrary authorized  GraphQL query.

Braintree uses GraphQL for Managing the APIs. See BraintreePayment GraphQL Documentation.

ConnectionEstablish a connection to your Braintree account.
QueryEnter the query in JSON format.
Variables Data

Select the variable data source type:

  • Forms
  • Collection
Variables

Add the variables:

Key

Enter the Key details in JSON format.

Value

Enter the key value in JSON format.

Example - Search Customers

The following GraphQL query returns all the customers from your Braintree Payments account:

Method:
POST

Query:

query Search($input: CustomerSearchInput!) { search { customers(input: $input, first: 50) { pageInfo { endCursor hasNextPage } edges { node { id legacyId createdAt company email firstName lastName phoneNumber } } } } }

Variables:

{
"input": {
"createdAt": {
"lessThanOrEqualTo":"2020-07-15T07:07:49+02:00"
}
}
}

braintree3.png

Matches of the search can be found in the module's Output under BundleBody > data
In our example, 5 customers were returned:

braintree2.png

 

Popular use cases from our blog

automated-data-collection-crm-illustration

How to Automate Data Collection - Part 5: CRM Systems

automated-data-collection-chatbot-marketing-illustration

How to Automate Data Collection - Part 4: Chatbot Marketing

automated-data-collection-paid-ads-illustration

How to Automate Data Collection - Part 3: Paid Ads

automated-data-collection-email-illustration

How to Automate Data Collection - Part 2: Email Marketing Segmentation

personalized-customer-experience-illustration-integromat

5 Automated Solutions to Personalize Customer Experience

data-collection-automation-forms-pt-1

How to Automate Data Collection - Part 1: Online Forms

Didn’t find what you were looking for?

Expert

Find an expert

We feature a network of 450+ certified partners across the globe who are ready to help

Find an expert

Automate any workflow in your business

Sign up for a free account today. No credit card required, no time limits on free plan.