Braintree is a company that specializes in web and mobile-based payments for the e-commerce segment. It provides its users with payment gateways and merchant accounts. Braintree is a division of a popular PayPal service.
Use Braintree to follow your transactions from your LiveAgent account.
LiveAgent has a native Braintree integration available. To activate it, open your LiveAgent dashboard and go to Configuration > System > Plugins. Find the Braintree integration in the list and click on the Activate switch.
With the plugin active, click on the Cog icon next to the switch to open configuration.
In this window, you will need to enter Merchant ID, Public Key and Private key. You can find these in your Braintree, in the Sandbox Keys & Configuration section.
Insert the data into the fields and click on Save. Open up any ticket and find the Braintree icon. Your integration is now active.
Braintree and LiveAgent can be connected via Zapier. If you want to create a Zapier integration, you first need to have a Zapier account.
Scroll down on the page until you see the Connect Braintree + LiveAgent in minutes section. This is where you can pick a trigger and an action. Think about what kind of integration you want and take a pick.
As an example, we picked Braintree trigger New Customer with LiveAgent action Add New Customer. When you’re done, click on the blue button to continue.
Now you need to go through the trigger configuration. Sign in to your Braintree via Zapier and continue with the simple process.
We recommend to test the trigger when you’re done but you can skip this step.
Continue with configuring the LiveAgent action. Just like before, log in to your LiveAgent via Zapier and fill out the fields in the next step.
In the email field, select 1. Email just like on the picture below. This will ensure an email address will be added to LiveAgent whenever there’s a new customer in Braintree.
Fill out the remaining fields according to your liking or as shown in the picture below.
Do one final test of the integration.
That’s it, you’re done. A customer will always be added whenever there’s a new one in Braintree.
Feel free to return to the site and create more integrations.
Braintree is a Paypal service. The integration allows you to refund or cancel payments from LiveAgent with just a few clicks.
The first step is to navigate to Configurations from your LiveAgent Dashboard. The second step is to click on System -> Plugins. The last step is to search for Braintree and activate it.
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