Real-time
Two-way sync
Changes in Braintree or Clari instantly reflect in both systems. No stale data, no manual imports.
Accounting and finance ⇄ CRM
Braintree to Clari integration — real-time, two-way sync
Keep Braintree and Clari in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.
- SOC 2 and 6 other compliance frameworks
- POC with real engineers in minutes
Adopted by fast-scaling companies moving mission-critical data in real time
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Why teams connect Braintree and Clari
Sync customers, invoices, and payment status between Braintree and Clari in real time, so sales sees the money and finance sees the relationship.
Finance and sales describe the same customers in different systems. Clari knows the relationship: who the contacts are and what is in motion with the account. Braintree knows the money: what was invoiced, what was paid, what is overdue. When the two are connected only by exports, each side works partly blind.
Stacksync links Transactions, Payment Methods, Subscriptions, Plans in Braintree to Audit Events, Forecast, Quota, Opportunities in Clari with bi-directional, real-time sync. New customers, updated billing details, invoice status, and payment activity move in whichever direction you configure, field by field, with conflicts resolved by rules you set. The result is one version of each customer, visible from both sides.
Common use cases
- 01 Create and update Customers and Subscriptions from a CRM or billing app when a deal closes or a plan changes, writing back to Braintree.
- 02 Push Dispute (chargeback) records into a ticketing tool or database so ops teams track evidence deadlines and win rates.
- 03 Enrich Clari Account records with firmographic or billing data points through the ingest API in incremental mode.
- 04 Stream Audit Events into a reporting database to monitor forecast-submission changes and user activity for compliance.
Common sync patterns
Collections with context
Finance sees the account owner and relationship history from Clari when chasing a balance, and sales sees that the chase is happening.
Where Clari tracks deals: closed-won creates the finance record
A won opportunity creates or updates the customer in Braintree with the right billing details, so invoicing starts without re-keying.
Payment status on the account
Invoice and payment status from Braintree appears on the account in Clari, so reps see overdue balances before they promise the next order.
What you can sync between Braintree and Clari
Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.
| Braintree objects | Clari objects | How this pairing syncs | |
|---|---|---|---|
| Subscriptions Recurring billing agreements tied to a Plan and a Payment Method; created, updated, and canceled via the API and emitting webhooks on every lifecycle change. | Audit Events User edits and system events exported with filtering by actor, session, and date range; read-only feed for change tracking and compliance. | Subscriptions is specific to Braintree and Audit Events to Clari — each maps to any object or custom field on the other side. | |
| Plans Recurring billing plans (price, billing cycle) configured in the Control Panel; readable through the API but not creatable, so they sync one-way. | Forecast Exported per forecast tab and fiscal period via async jobs; includes submitted forecast calls, updates, manager adjustments, and CRM totals. Read-only. | Plans is specific to Braintree and Forecast to Clari — each maps to any object or custom field on the other side. | |
| Disputes Chargebacks with evidence and deadlines; ops teams can respond and add evidence via the API, and dispute webhooks push status changes to downstream tools. | Quota Quota and quota-history values exported alongside forecast data, scoped by fiscal quarter; read-only, useful for warehouse attainment reporting. | Disputes is specific to Braintree and Quota to Clari — each maps to any object or custom field on the other side. | |
| Add-ons and Discounts Modifiers applied to Subscriptions; defined in the Control Panel and read alongside subscription state when mirroring billing data. | Opportunities Retrieved synchronously by ID from GET /opportunity (up to 100 IDs per call) with Clari CRM scoring and field-change history; read-only, mirroring the CRM opportunity Clari sits on. | Add-ons and Discounts is specific to Braintree and Opportunities to Clari — each maps to any object or custom field on the other side. | |
| Merchant Accounts and Disbursements The accounts funds settle into plus settlement batches paid out; disbursement webhooks and settlement batch reports drive reconciliation feeds. | Activity (Capture) Meetings, emails, and attachments captured by Clari and mapped to accounts and opportunities; exported read-only via async activity jobs. | Merchant Accounts and Disbursements is specific to Braintree and Activity (Capture) to Clari — each maps to any object or custom field on the other side. | |
| Customers Vaulted customer profiles that hold payment methods; created and updated two-way via the API and searchable by created/updated date range. | Account field extensions External data points written onto Account records through the ingest API in initial or incremental mode; requires an apikey plus a partnerkey. | Customers is specific to Braintree and Account field extensions to Clari — each maps to any object or custom field on the other side. |
How changes propagate between Braintree and Clari
Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.
Braintree Clari Sub-second propagation
DetectionBraintree notifies Stacksync of record changes through webhook events. Webhooks (subscription, transaction, dispute, disbursement, payment method, account updater) for near-real-time events, plus created/updated.
DeliveryEach detected change is written to Clari through its API, with automatic retries and rate-limit backoff.
Clari Braintree Interval-based propagation
DetectionStacksync polls Clari for changes on an incremental schedule, reading only records changed since the previous pass. Polling — reads run as asynchronous export jobs (submit export, poll job status, download results).
DeliveryEach detected change is written to Braintree through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Braintree: No published hard rate limits; Braintree may throttle traffic it deems abusive and returns HTTP 429, and its docs recommend webhooks over polling with a 60-second request timeout.
- Clari: Max 3 concurrent exports and roughly 1000 exports per rolling 30-day org window; ingestion capped at 100 requests/sec per API token.
What ships with Braintree ⇄ Clari
Connect Braintree and Clari for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Braintree–Clari connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Braintree or Clari data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.
At scale
Event queues
Handle millions of events per minute without losing a single Braintree or Clari record.
Observability
Monitoring
Track your Braintree ⇄ Clari sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between Braintree and Clari.
How the Braintree and Clari connectors work
Braintree
- Integration surface
- Braintree GraphQL API (single POST endpoint) plus legacy server SDKs
- Authentication
- API Key authentication — public key + private key Base64-encoded in the Authorization header (HTTP Basic); client tokens/tokenization keys for client-side calls and OAuth for platform/marketplace access
- Change detection
- Webhooks (subscription, transaction, dispute, disbursement, payment method, account updater) for near-real-time events, plus created/updated date-range search for objects and backfills
- Capabilities
- read · write · webhooks
- Rate limits
- No published hard rate limits; Braintree may throttle traffic it deems abusive and returns HTTP 429, and its docs recommend webhooks over polling with a 60-second request timeout.
Clari
- Integration surface
- REST APIs on api.clari.com - Export API (v4, asynchronous bulk jobs for forecast, quota, activity, and audit) and Ingest API (v2, field extensions); Opportunity reads are synchronous via GET /opportunity
- Authentication
- API token in the apikey header, generated per user in Settings; ingest/partner endpoints also require a partnerkey header, and Copilot endpoints require X-Api-Key and X-Api-Password
- Change detection
- Polling — reads run as asynchronous export jobs (submit export, poll job status, download results); the ingest API supports an incremental mode for regular field updates. No webhooks.
- Capabilities
- read · write
- Rate limits
- Max 3 concurrent exports and roughly 1000 exports per rolling 30-day org window; ingestion capped at 100 requests/sec per API token.
How it works
How to connect Braintree to Clari — three steps, no code
Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.
- 01
Connect your apps
Authenticate Braintree and Clari with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Braintree
connected
Clari
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Braintree and Clari objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.
objects · Braintree ⇄ ClariCustomers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Braintree ClariCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Braintree and Clari integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Braintree and Clari: authenticate both systems, choose the objects to sync (such as Braintree's Subscriptions and Plans), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Braintree: Braintree publishes no fixed rate limits but may throttle abusive traffic and returns HTTP 429; docs advise a 60-second timeout for slow calls like transaction creation. Clari: Clari is a forecasting/RevOps layer on top of the CRM (usually Salesforce), which stays the opportunity system of record; Clari's own opportunity endpoint is read-only. Stacksync's field mapping accounts for these differences between Braintree and Clari without custom code.
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Stacksync is SOC 2 Type II and ISO 27001 certified with HIPAA BAA support. Data is encrypted in transit, and a zero-persistent-storage architecture means Braintree and Clari records are not retained after a sync operation.
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Stacksync pricing is usage-based and starts at $1,000/month, including the managed Braintree and Clari connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Braintree–Clari integration in-house.
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Yes — Stacksync ships production-grade connectors for both Braintree and Clari. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
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Change detection on Braintree: Webhooks (subscription, transaction, dispute, disbursement, payment method, account updater) for near-real-time events, plus created/updated date-range search for objects and backfills. On Clari: Polling — reads run as asynchronous export jobs (submit export, poll job status, download results); the ingest API supports an incremental mode for regular field updates. No webhooks. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
SECURITY
Security teams trust Stacksync
As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.
SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS
SSO & SCIM
Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.
Alerts
Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.
Secure connection options
Securely connects to your systems with:
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