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Accounting and finance ⇄ CRM

Braintree to Gladly integration — real-time, two-way sync

Keep Braintree and Gladly in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

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Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Braintree and Gladly

Sync customers, invoices, and payment status between Braintree and Gladly in real time, so sales sees the money and finance sees the relationship.

Finance and sales describe the same customers in different systems. Gladly 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 Subscriptions, Plans, Disputes, Add-ons and Discounts in Braintree to Tasks, Customer profiles, Conversations, Conversation items in Gladly 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 Push Dispute (chargeback) records into a ticketing tool or database so ops teams track evidence deadlines and win rates.
  • 02 Mirror Subscription lifecycle changes (active, past_due, canceled) driven by Braintree webhooks into an operational database that gates product access.
  • 03 Keep customer attributes such as loyalty tier and lifetime value synced from a warehouse into Gladly profiles for routing and prioritization.
  • 04 Push conversation outcomes into a CRM so account teams see support context on their accounts.

Common sync patterns

Billing detail changes flow back

When a contact or address is corrected in Gladly, Braintree gets the update before the next invoice goes out.

Collections with context

Finance sees the account owner and relationship history from Gladly when chasing a balance, and sales sees that the chase is happening.

Where Gladly 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.

What you can sync between Braintree and Gladly

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 Gladly 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. Agents User records used to attribute work in CX analytics. Subscriptions is specific to Braintree and Agents to Gladly — 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. Topics Categorization applied to conversations; the key dimension for contact-driver reporting. Plans is specific to Braintree and Topics to Gladly — 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. Tasks Follow-up work items created from external triggers or synced for workload reporting. Disputes is specific to Braintree and Tasks to Gladly — 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. Customer profiles The central entity; merges identifiers like email, phone, and order IDs, which syncs use for matching. Add-ons and Discounts is specific to Braintree and Customer profiles to Gladly — 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. Conversations Each customer's continuous timeline; status and outcomes sync to CRMs and warehouses. Merchant Accounts and Disbursements is specific to Braintree and Conversations to Gladly — 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. Conversation items Individual messages across voice, SMS, chat, and email attached to the conversation. Customers is specific to Braintree and Conversation items to Gladly — each maps to any object or custom field on the other side.

How changes propagate between Braintree and Gladly

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 Gladly 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 Gladly through its API, with automatic retries and rate-limit backoff.

Gladly Braintree Sub-second propagation

DetectionGladly notifies Stacksync of record changes through webhook events. Webhook event subscriptions for conversation and customer events, supplemented by polling and report exports.

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.
  • Gladly: Subject to the platform's API rate limits.
What ships with Braintree ⇄ Gladly

Connect Braintree and Gladly for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Braintree–Gladly connection.

Real-time

Two-way sync

Changes in Braintree or Gladly instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Braintree or Gladly 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 Gladly record.

Observability

Monitoring

Track your Braintree ⇄ Gladly 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 Gladly.

How the Braintree and Gladly 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.

Gladly

Integration surface
REST API
Authentication
API tokens used with basic authentication tied to an agent email
Change detection
Webhook event subscriptions for conversation and customer events, supplemented by polling and report exports
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's API rate limits
How it works

How to connect Braintree to Gladly — 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.

  1. 01

    Connect your apps

    Authenticate Braintree and Gladly with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Braintree connected
    Gladly connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Braintree and Gladly 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.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Braintree ⇄ Gladly
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Braintree Gladly
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Braintree and Gladly integration FAQ

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.

Learn more about security
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:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 406 integrations available for Braintree and Gladly.

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