bexio + Braintree Integration

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.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • bexio
    Order is created/updated in bexio
  • bexio
    Person is created or updated in bexio
  • bexio
    Invoice is created in bexio
  • bexio
    Order is created in bexio
  • bexio
    Quote is created in bexio
  • bexio
    Product is created in bexio
  • bexio
    Project is created in bexio
  • bexio
    Company is created or updated in bexio
  • Braintree
    Customer is created in Braintree
  • Braintree
    Transaction is created in Braintree
Arrow Right
2.
  • bexio
    Create time tracking in bexio
  • bexio
    Create invoice in bexio
  • bexio
    Send invoice in bexio
  • bexio
    Search invoice in bexio
  • bexio
    Issue invoice in bexio
  • bexio
    Create person in bexio
  • bexio
    Search person in bexio
  • bexio
    Update person in bexio
  • bexio
    Create project in bexio
  • bexio
    Search project in bexio
  • bexio
    Get project by ID in bexio
  • bexio
    Update project in bexio
  • bexio
    Create company in bexio
  • bexio
    Search company in bexio
  • bexio
    Update company in bexio
  • bexio
    Update product in bexio
  • bexio
    Create product in bexio
  • bexio
    Search product in bexio
  • bexio
    Export invoice to PDF in bexio
  • bexio
    Create sales quote in bexio
  • bexio
    Create sales order in bexio
  • Braintree
    Create customer in Braintree

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows for bexio + Braintree Integration

Create Braintree customers from new bexio entries, log transactions, update customer details, and sync records, all in just one click.

Most popular automationsmost-popular-automations
Braintree + bexio Integration

Create bexio contact for new Braintree customer

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.
  • 1of1
Got a different task in mind? Describe it

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.

bexio
Braintree
+
ShopifyShopify (3)
+
WooCommerceWooCommerce (3)
+
StripeStripe (3)
+
MailchimpMailchimp (3)
+
SlackSlack (3)
+
Google DriveGoogle Drive (3)
S
B
B
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.
B
B
S
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.
B
B
S
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.

Supported triggers and actions for bexio and Braintree

Mix and match to build the exact automation you need

bexio
bexio Triggers & Actions
Order is created/updated in bexio
Triggers the automation when an order is created or updated
Try it →
Person is created or updated in bexio
Triggers the automation when a person is created or updated
Try it →
Invoice is created in bexio
Triggers the automation when any invoice is added or modified
Try it →
Order is created in bexio
Triggers the automation when a new order is created
Try it →
Quote is created in bexio
Triggers the automation when a new quote is created
Try it →
Product is created in bexio
Triggers the automation when a new product is created
Try it →
Project is created in bexio
Triggers the automation when a new project is created
Try it →
Company is created or updated in bexio
Triggers the automation when a company is created or updated
Try it →
Create time tracking in bexio
Creates a new time tracking entry
Try it →
Create invoice in bexio
Generates invoices for sales transactions
Try it →
Send invoice in bexio
Generates and send invoices to clients
Try it →
Search invoice in bexio
Locates and retrieves invoices with
Try it →
Issue invoice in bexio
Generates and send invoices to clients
Try it →
Create person in bexio
Generates a new person
Try it →
Search person in bexio
Retrieves information about a person
Try it →
Update person in bexio
Updates the information of a person
Try it →
Create project in bexio
Creates a new project
Try it →
Search project in bexio
Searches for a project
Try it →
Get project by ID in bexio
Retrieves project information using the project id
Try it →
Update project in bexio
Updates project information
Try it →
Create company in bexio
Generates a new company profile with given details
Try it →
Search company in bexio
Finds information about a company
Try it →
Update company in bexio
Updates company information
Try it →
Update product in bexio
Updates product information
Try it →
Create product in bexio
Generates and launch new products
Try it →
Search product in bexio
Searches for a product
Try it →
Export invoice to PDF in bexio
Convert invoices into pdf files for easy sharing and printing
Try it →
Create sales quote in bexio
Generates a new sales quote
Try it →
Create sales order in bexio
Generates a new sales order with pre-filled details
Try it →
Braintree
Braintree Triggers & Actions
Customer is created in Braintree
Triggers the automation when a new customer is created
Try it →
Transaction is created in Braintree
Triggers the automation when a new transaction is created
Try it →
Create customer in Braintree
Adds a new customer to the database
Try it →

What can you automate with bexio + Braintree?

Streamline your accounting and payment workflows by connecting every customer event and invoice action.

What you can automate?
🔄
Sync bexio contacts to Braintree customers
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.
📝
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.
🔔
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.
🔀
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.
📋
Keep destinations updated as records change
Automatically update existing bexio projects and customer records whenever corresponding details or statuses change in Braintree.
🔍
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.
💳
Handle payment and transaction status changes
Trigger automated follow-up actions and record updates when Braintree transactions succeed or new bexio invoices are issued.
🌐
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
Finance Managers
Sales Directors
Sales Directors
Account Managers
Account Managers
Billing Specialists
Billing Specialists
Operations Coordinators
Operations Coordinators
Bookkeepers
Bookkeepers
📈
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.
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.
🤝
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.
📊
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.
⚙️
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.
📑
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

Ready Workflows Did you know?

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
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
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
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
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
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
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.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

2000+
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect bexio to Braintree?
Frequently Asked Questions
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?
Frequently Asked Questions
Can I connect bexio, Braintree, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for bexio and Braintree?
Frequently Asked Questions
How does bexio handle data syncing with Braintree?
Frequently Asked Questions
Can Braintree trigger automated invoices in bexio?
Frequently Asked Questions
Do I need coding skills to automate bexio and Braintree?
Frequently Asked Questions
Is the bexio and Braintree integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect bexio or Braintree With 1500+ Other Apps

bexio
Popular bexio Integrations
Connect bexio to accounting, CRM, and payroll tools to manage your Swiss business operations efficiently.
See All
bexio Integrations arrow right
No popular apps found
Braintree
Popular Braintree Integrations
Sync Braintree with customer support, invoicing, and analytics platforms to streamline payment operations.
See All
Braintree Integrations arrow right
No popular apps found