Integrate bexio to Braintree in one click, or tell Integrately AI how you want each person handled. Create Braintree customers from new bexio contacts, sync transaction details, track payments, and update your records automatically.
When you create a customer in Braintree, it's important to also create that contact in bexio. That way, all your communications and transactions related to that customer are in one place.
It also helps keep your contacts synced between the two platforms.
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your bexio + Braintree flow
Send payment notifications to your team, log transactions in spreadsheets, and email customers after every successful charge. Pick a combination and activate it in one click.
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Shopify (3)
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WooCommerce (3)
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Stripe (3)
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Mailchimp (3)
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Slack (3)
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Google Drive (3)
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Create a bexio person and a Braintree customer for every new Shopify order
New Shopify orders instantly generate a person record in bexio and a customer profile in Braintree without manual data entry.
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Create a Shopify customer and a bexio invoice when a new Braintree transaction is created
New Braintree transactions automatically generate a bexio invoice and a Shopify customer profile.
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Update a bexio project and create a Braintree customer when a Shopify order is fulfilled
Fulfilled Shopify orders update your bexio project status and establish a Braintree customer record.
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Create a bexio person and a Braintree customer for every new WooCommerce order
WooCommerce orders automatically create customer records in both bexio and Braintree instantly.
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Create a bexio invoice and a WooCommerce customer when a Braintree customer is created
New Braintree customers generate corresponding bexio invoices and WooCommerce store accounts.
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Create a WooCommerce product and a Braintree customer when a bexio product is created
New bexio catalog items update your WooCommerce store and register Braintree customer data.
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Create a bexio invoice and a Braintree customer whenever a Stripe charge succeeds
Automatically generate a Braintree customer profile whenever a new person or company is created in bexio. Eliminate duplicate data entry across your accounting and payment systems.
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Capture every submitted transaction detail
Map all available payment and customer fields from Braintree directly into your bexio invoices and records instead of basic names and emails.
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Alert your team instantly on payment events
Notify your finance or sales channel the moment a new invoice is issued or a Braintree transaction succeeds, ensuring immediate internal alignment.
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Route records based on submitted data fields
Apply conditional rules to send high-value invoices or specific customer tiers to designated workflows and team members automatically.
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Keep destinations updated as records change
Automatically update existing bexio projects and customer records whenever corresponding details or statuses change in Braintree.
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Search and update instead of creating duplicates
Check if a contact or invoice already exists in bexio before creating a new entry, keeping your database clean and organized.
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Handle payment and transaction status changes
Trigger automated follow-up actions and record updates when Braintree transactions succeed or new bexio invoices are issued.
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Extend your workflow to external apps
Push payment alerts and customer records to Slack or Google Drive to keep your wider team and cloud storage synchronized.
And much more...
Who is bexio + Braintree integration for?
Swiss business owners, accountants, and finance teams automate billing, customer creation, and payment tracking to eliminate manual data entry and errors.
Finance Managers
Sales Directors
Account Managers
Billing Specialists
Operations Coordinators
Bookkeepers
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Finance Managers
You're reviewing financial statements in bexio but payment records in Braintree take hours to reconcile manually, so your revenue reports are always lagging behind — this integration means every transaction updates your accounts instantly and your numbers stay current.
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Sales Directors
You need to track new client conversions the moment payment clears, but customer details remain trapped in separate systems until someone copies them over, so your sales pipeline is never up to date — with this integration, new client records appear across your tools automatically.
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Account Managers
You answer to clients who expect their billing profiles and orders to be active immediately upon signup, but manual setup delays onboarding by a full day, so client satisfaction drops — automating both apps means customer accounts are provisioned instantly without delay.
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Billing Specialists
The volume of daily invoices and transactions is too high for anyone to keep up with by hand, leading to missed customer profiles and billing errors, so your audit trail has gaps — connecting these apps means every order and payment syncs without manual effort.
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Operations Coordinators
You own project setup and depend on someone upstream to hand over client payment details before you can begin work, so project kickoff stalls while waiting for paperwork — this integration means project creation triggers the second a transaction occurs.
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Bookkeepers
You need a reliable history of all company transactions and customer entries, but manual data entry frequently leaves missing records in your ledger, so audits become stressful — automating your workflow ensures complete and accurate records every time.
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate bexio + Braintree
Build and manage your bexio + Braintree automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect bexio + Braintree with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
You can connect bexio to Braintree in 1 click using ready templates on Integrately, or ask Integrately AI to build the automation for you. It also integrates smoothly with Shopify, Slack, and Google Drive.
Can I automatically create a Braintree customer from new bexio contacts?
You can connect all three apps together to automate workflows. When an event happens in bexio or Braintree, you can notify your team on Slack, alongside 1,500+ other apps.
What is a good Zapier alternative for bexio and Braintree?
Integrately is a top-rated choice for bexio and Braintree automation, offering 20 million+ templates, 24/5 live chat support, and 3x to 10x lower cost than most alternatives.
How does bexio handle data syncing with Braintree?
You can sync customer and invoice data between bexio and Braintree using 1-click automations on Integrately. There's a ready template — start from the bexio and Braintree integration.
Can Braintree trigger automated invoices in bexio?
You can trigger bexio invoices and customer updates when transactions occur in Braintree using ready automation templates on Integrately.
Do I need coding skills to automate bexio and Braintree?
No coding is required to connect bexio and Braintree. You can use ready templates or ask Integrately AI to build your exact workflow.
Is the bexio and Braintree integration free?
The bexio and Braintree integration offers a free forever plan available on Integrately so you can start automating immediately.
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No worries — just send us a message and we’ll get back to you as soon as possible.
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