Ready workflows for Insightly + Braintree Integration
Just click on the workflow you want to automate
Create Insightly contact for new Braintree customer
Create Braintree customer for new Insightly contact
When Customer is created in Braintree > Search contact in Insightly > Check any condition > Create contact in Insightly
When Customer is created in Braintree > Search contact in Insightly > Check any condition > Create lead in Insightly
When Customer is created in Braintree > Search user in Insightly > Check any condition > Create contact in Insightly
When Customer is created in Braintree > Search user in Insightly > Check any condition > Create lead in Insightly
When Customer is created in Braintree > Search lead in Insightly > Check any condition > Create contact in Insightly
When Customer is created in Braintree > Search lead in Insightly > Check any condition > Create lead in Insightly
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Create Your Own Insightly & Braintree Integration Without Any Code
Quickly Create Custom Workflows - Set ‘trigger’ to start your workflow & ‘action’
to automate repetitive tasks between Insightly & Braintree
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Insightly's powerful CRM and project management software solution gives small to medium sized businesses the tools they need to manage their contacts, track relationships, monitor sales pipeline, organize projects and more.
See Insightly IntegrationsBraintree 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.
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