Popular Braintree + Copper Workflows
Create Braintree customer for new Copper person
When Customer is created in Braintree > Search person in Copper > Check any condition > Create person in Copper
When Customer is created in Braintree > Search person in Copper > Check any condition > Create lead in Copper
When Customer is created in Braintree > Search lead in Copper > Check any condition > Create person in Copper
When Customer is created in Braintree > Search lead in Copper > Check any condition > Create lead in Copper
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Braintree is the easiest way to take payments online and via mobile app. With a first-class API, great rates, instant approval, safe and secure transactions, it provides the best possible experience when it comes to taking payments.
See Braintree IntegrationsCopper is a CRM that helps you turn relationships into revenue, and it does this by automating all the busywork in your sales pipeline so you can focus on what matters: building relationships with customers.
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