Monday.com + Braintree Integration

Integrate Braintree to Monday.com in one click, or tell Integrately AI how you want each customer handled. Track payments, update your project boards, alert your team, and manage follow-ups automatically.

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1.
  • Monday.com
    Sub-item is created in Monday.com Instant
  • Monday.com
    Item is created in board in Monday.com Instant
  • Monday.com
    Specific column value is changed on board in Monday.com Instant
  • Monday.com
    Column value is changed on board in Monday.com Instant
  • Monday.com
    Item is moved to specific group in Monday.com Instant
  • Monday.com
    Update is created in Board in Monday.com Instant
  • Monday.com
    Sub-item column value is changed on board in Monday.com Instant
  • Monday.com
    Item is moved to any group in Monday.com Instant
  • Monday.com
    Item is deleted in board in Monday.com Instant
  • Monday.com
    Item name is changed in Monday.com Instant
  • Monday.com
    Column is created for item in Monday.com Instant
  • Monday.com
    Item is archived in board in Monday.com Instant
  • Monday.com
    Item is restored in board in Monday.com Instant
  • Monday.com
    Sub-item name is changed in Monday.com Instant
  • Monday.com
    Comment is added to subitem in Monday.com Instant
  • Monday.com
    Sub-item is moved in Monday.com Instant
  • Monday.com
    Sub-item is archived in Monday.com Instant
  • Monday.com
    Sub-item is deleted in Monday.com Instant
  • Monday.com
    Update is created in Monday.com
  • Monday.com
    Board is created in Monday.com
  • Monday.com
    User joins in Monday.com
  • Braintree
    Customer is created in Braintree
  • Braintree
    Transaction is created in Braintree
Arrow Right
2.
  • Monday.com
    Move item to group in Monday.com
  • Monday.com
    Move item to board in Monday.com
  • Monday.com
    Update group in Monday.com
  • Monday.com
    Create item in Monday.com
  • Monday.com
    Get subitem by id in Monday.com
  • Monday.com
    Search multiple items in Monday.com
  • Monday.com
    Search item in Monday.com
  • Monday.com
    Update item in Monday.com
  • Monday.com
    Get item details by id in Monday.com
  • Monday.com
    Create subitem in Monday.com
  • Monday.com
    Archive item in Monday.com
  • Monday.com
    Delete item in Monday.com
  • Monday.com
    Create update in Monday.com
  • Monday.com
    Create column in Monday.com
  • Monday.com
    Upload file to specific item in Monday.com
  • Monday.com
    Create board in Monday.com
  • Monday.com
    Archive board in Monday.com
  • Monday.com
    Create group in Monday.com
  • Monday.com
    Duplicate group in Monday.com
  • Monday.com
    Delete group in Monday.com
  • Monday.com
    Archive group in Monday.com
  • Monday.com
    Add user to board in Monday.com
  • Monday.com
    Add user to workspace in Monday.com
  • Monday.com
    Create tag in Monday.com
  • Monday.com
    Create workspace in Monday.com
  • Monday.com
    Add team to workspace in Monday.com
  • Monday.com
    Add team to board in Monday.com
  • Monday.com
    Search subitem in Monday.com
  • Monday.com
    Update subitem in Monday.com
  • Braintree
    Create customer in Braintree

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Ready WorkflowsReady Workflows   for Monday.com + Braintree Integration

Capture customer signups, organise project boards, track transactions, alert your team, and manage fulfillment, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
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Connect more apps to your Braintree + Monday.com flow

Sync your payment data with e-commerce platforms, accounting software, and communication tools to keep your entire business aligned. Pick a combination and activate it in one click.

Monday.com
Braintree
+
ShopifyShopify (8)
+
StripeStripe (8)
+
SlackSlack (8)
+
QuickBooks OnlineQuickBooks Online (8)
+
MailchimpMailchimp (8)
+
Google SheetsGoogle Sheets (8)
S
B
M
Create a Braintree customer and a Monday.com item for every new Shopify order.
New Shopify orders instantly generate a Braintree customer and a Monday.com item, eliminating manual entry across your e-commerce and billing systems.
S
B
M
When a Shopify customer is created, create a Braintree customer and a Monday.com item.
New Shopify customer profiles automatically populate Braintree and Monday.com for seamless tracking.
S
B
M
When a Shopify order is updated, create a Braintree customer and update the Monday.com item.
Order updates in Shopify trigger Braintree customer creation and update your Monday.com boards.
S
B
M
When a Shopify product is created, create a Braintree customer and a Monday.com board.
New product lines in Shopify automatically set up billing profiles in Braintree and dedicated boards in Monday.com.
S
B
M
If a Shopify order total exceeds $500, create a Braintree customer and a priority Monday.com item.
High-value Shopify orders automatically generate priority Braintree profiles and flagged Monday.com items.
S
B
M
When a Shopify order is fulfilled, create a Braintree customer and update the Monday.com item status.
Fulfilled Shopify orders trigger Braintree customer creation and mark Monday.com items as complete.
S
B
M
Use Claude to summarise Shopify order notes, create a Braintree customer, and create a Monday.com item.
Claude extracts insights from Shopify order notes before creating a Braintree customer and Monday.com item.
S
B
M
When a Shopify order is created, create a Braintree customer, add a Monday.com item, and notify Slack.
Shopify orders trigger Braintree customer creation, Monday.com board updates, and Slack team alerts.

Supported triggers and actions for Monday.com and Braintree

Mix and match to build the exact automation you need

Monday.com
Monday.com Triggers & Actions
Instant
Sub-item is created in Monday.com
Triggers the automation when a subitem is created
Try it →
Instant
Item is created in board in Monday.com
Triggers the automation when a new item is created from a particular board
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Instant
Specific column value is changed on board in Monday.com
Triggers the automation when a column value is changed on a board
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Instant
Column value is changed on board in Monday.com
Triggers the automation when a column value on a particular board is updated
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Instant
Item is moved to specific group in Monday.com
Triggers the automation when an item is moved to a group
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Instant
Update is created in Board in Monday.com
Triggers the automation when an update is created on a board
Try it →
Instant
Sub-item column value is changed on board in Monday.com
Triggers the automation when a sub-item column value is changed on a board
Try it →
Instant
Item is moved to any group in Monday.com
Triggers the automation when an item is moved to a different group
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Instant
Item is deleted in board in Monday.com
Triggers the automation when a new item is created from a particular board
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Instant
Item name is changed in Monday.com
Triggers the automation when the name of any item is updated
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Instant
Column is created for item in Monday.com
Triggers the automation when a new field is added to a item
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Instant
Item is archived in board in Monday.com
Triggers the automation when an item is archived in a board
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Instant
Item is restored in board in Monday.com
Triggers the automation when an item is restored within a board
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Instant
Sub-item name is changed in Monday.com
Triggers the automation when a subitem name is modified
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Instant
Comment is added to subitem in Monday.com
Triggers the automation when a comment is added to a subitem
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Instant
Sub-item is moved in Monday.com
Triggers the automation when a subitem is moved to a different location
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Instant
Sub-item is archived in Monday.com
Triggers the automation when a subitem is archived
Try it →
Instant
Sub-item is deleted in Monday.com
Triggers the automation when a subitem is deleted
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Update is created in Monday.com
Triggers the automation when an update is created
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Board is created in Monday.com
Triggers the automation when a new board is created
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User joins in Monday.com
Triggers the automation when a new user joins the platform
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Move item to group in Monday.com
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Move item to board in Monday.com
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Update group in Monday.com
Try it →
Create item in Monday.com
Generates a new item
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Get subitem by id in Monday.com
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Search multiple items in Monday.com
Locates and retrieves items information
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Search item in Monday.com
Locates and retrieves particular item information
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Update item in Monday.com
Updates an item with new information
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Get item details by id in Monday.com
Retrieves detailed information of a item using its id
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Create subitem in Monday.com
Creates a new subitem
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Archive item in Monday.com
Store an item for future reference
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Delete item in Monday.com
Removes the selected item
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Create update in Monday.com
Creates a new update
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Create column in Monday.com
Adds a new column to a dataset or spreadsheet
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Upload file to specific item in Monday.com
Uploads a file to a item within a system
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Create board in Monday.com
Generates a new board
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Archive board in Monday.com
Archive board to store historical data
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Create group in Monday.com
Creates a new group based on particular criteria
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Duplicate group in Monday.com
Creates a copy of an existing group
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Delete group in Monday.com
Removes a particular group from the system
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Archive group in Monday.com
Archives a particular group for future reference
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Add user to board in Monday.com
Adds a user to a board
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Add user to workspace in Monday.com
Adds a user to the particular workspace
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Create tag in Monday.com
Generates a new tag
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Create workspace in Monday.com
Creates a new workspace
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Add team to workspace in Monday.com
Invites team members to collaborate in the particular workspace
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Add team to board in Monday.com
Adds a team to the board
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Search subitem in Monday.com
Automatically searches for a specific subitem
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Update subitem in Monday.com
Automatically updates an existing subitem
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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 Braintree + Monday.com?

Streamline your financial tracking and project management by automating customer creation, transaction logging, and board updates across Braintree and Monday.com.

What you can automate?
💳
Create Monday.com items automatically from Braintree transactions
Turn every new Braintree transaction into a tracked Monday.com item instantly. Eliminate manual data entry and keep your project boards perfectly aligned with your incoming revenue.
📝
Capture comprehensive customer and payment details
Map every available Braintree transaction and customer field directly into your Monday.com board columns. Ensure no crucial billing data or custom notes get left behind.
🔔
Notify your team the moment a payment happens
Send instant alerts to your finance or project channels whenever a new Braintree transaction is created. Keep everyone informed and ready to take immediate action.
🔀
Route items based on transaction amounts
Set up conditional rules to route Braintree transactions into different Monday.com boards or groups depending on the payment value or customer tier.
🔄
Keep project boards updated as payments change
Automatically update existing Monday.com items when customer details or transaction statuses are modified in Braintree. Maintain complete data consistency across both platforms.
🔍
Upsert customer records without creating duplicates
Search for existing Monday.com items before adding new ones from Braintree transactions. Update existing records instead of cluttering your boards with duplicate entries.
Manage subscription and payment lifecycle events
Trigger specific Monday.com workflows when Braintree transactions succeed, fail, or are refunded. Keep your operational boards reflecting real-time billing states.
💬
Extend payment flows to Slack and beyond
Connect your Braintree and Monday.com automation with Slack to notify team channels, create follow-up tasks, or log financial updates across your entire tech stack.
And much more...

Who is Braintree + Monday.com integration for?

Payment managers, project coordinators, and finance teams needing real-time synchronisation between customer transactions and project tracking boards will benefit immensely from this automation.

Finance managers
Finance managers
Sales operations leads
Sales operations leads
Account managers
Account managers
Billing coordinators
Billing coordinators
Project managers
Project managers
Data analysts
Data analysts
📈
Finance managers
You're reviewing monthly payment reports but your tracking sheet only updates when someone manually exports Braintree data, so the revenue figures you present are always outdated — with this integration, every new transaction feeds your project boards instantly and your reports stay current.
Sales operations leads
You need to initiate onboarding the moment a payment clears but you only discover new Braintree customers hours later during batch checks, delaying your response time — with this integration, every customer signup creates a Monday.com task instantly so your team acts without delay.
🤝
Account managers
You're managing client deliverables on Monday.com while payments are processed in Braintree, leaving clients waiting while you manually cross-reference records — with this integration, every payment update reflects on your project boards immediately and client communication stays seamless.
🔄
Billing coordinators
You're processing hundreds of daily Braintree transactions and manually logging each one into Monday.com boards, causing severe backlogs and missed entries — with this integration, every transaction record populates your boards automatically and volume handling becomes effortless.
📋
Project managers
You're waiting for finance to notify you when a Braintree transaction goes through before you can assign tasks in Monday.com, creating workflow bottlenecks — with this integration, every transaction trigger automatically generates the required project items so work flows uninterrupted.
📊
Data analysts
You're auditing payment histories in Monday.com but find missing entries because manual copying from Braintree is prone to human error — with this integration, every transaction and customer record logs reliably and your historical data remains complete.
Our team

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Why choose Integrately to automate Monday.com + Braintree

Build and manage your Monday.com + 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 Monday.com + 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
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
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Frequently Asked Questions

How do I connect Braintree to Monday.com?
Frequently Asked Questions
You can connect Braintree to Monday.com instantly using 1-click automation setup on Integrately, or use Integrately AI to build custom workflows linking Braintree, Monday.com, and 1,500+ other apps.
Can I automatically create Monday.com items from new Braintree transactions?
Frequently Asked Questions
Can I connect Braintree, Monday.com, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Braintree and Monday.com?
Frequently Asked Questions
How are customer records handled when a Braintree transaction occurs?
Frequently Asked Questions
Can Monday.com trigger updates in Braintree when board items change?
Frequently Asked Questions
Do I need coding skills to set up Braintree and Monday.com integrations?
Frequently Asked Questions
Is the Braintree and Monday.com integration free?
Frequently Asked Questions
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