BrainTree

Braintree's CRM solutions focus on streamlining customer interactions and payment processes by integrating payment data directly into CRM platforms. This approach enhances customer relationship management by providing valuable insights into purchasing behaviors and transaction histories.

Features

✅ Create Customer A customer created within Authvia platform will be pushed to BrainTree.

Resources

Configuration

Ensure you have active accounts on both your CRM platform and Braintree.
Obtain the necessary API credentials from your Braintree account settings.
Use the Braintree API to integrate payment processing capabilities into your CRM system, allowing for automated data synchronization between the two systems.
For detailed API usage and integration guides, consult the Braintree Developer Documentation.

This table describes the required or possible attributes needed to configure a merchant product for this type.

Name	Type	Description
host	string	The host URL for making API requests to Braintree. This will be the base URL for all API interactions.
merchantId	string	(required) The merchant ID for your Braintree account, used to identify your business in API requests. This can be found in your Braintree account settings. Examples: your_merchant_id.
basicAuth	string	(required) The basic authentication credentials for accessing the Braintree API. These should be in the format 'username:password' and can be obtained from your Braintree account settings. Examples: username:password.

Enabling this Product

Using create-merchant-product API you can add a new product to your merchant record. Below is an example configuration for the payload of that request.

{
  "line": "customers",
  "product": "crm",
  "provider": "braintree",
  "config": {
    "merchantId": "your_merchant_id",
    "basicAuth": "username:password"
  }
}