Braintree

Modified on Tue, 13 Aug at 10:05 AM

The Braintree modules allow you to watch, create, update, and delete the customers in your Braintree account.

Getting Started with Braintree

Prerequisites

A Braintree account

In order to use Braintree with Make, it is necessary to have a Braintree account. If you do not have one, you can create a Braintree Sandbox account at braintreepayments.com/sandbox.

Notice

The module dialog fields that are displayed in bold (in the Make scenario, not in this documentation article) are mandatory!

Connecting Braintree to Make

To connect your Braintree account to Make you need to obtain the API Key from your Braintree account and insert it in the Create a connection dialog in the Make module.

1. Log in to your Braintree account.

2. Click Your Profile Icon> My User > View Authorizations.

3. Copy the Public Key and Private Key to your clipboard.

4. Go to Make and open the Braintree module's Create a connection dialog.

5. In the Connection name field, enter a name for the connection.

6. In the Environment field, select the required environment.

7. In the Public Key and Private Key fields, enter the public key and private key copied in step 3. Click Continue.

The connection has been established.

Transactions

Watch New Transactions

Watches for new transactions.

Connection	Establish a connection to your Braintree account.
Limit	Set the maximum number of new transactions Make should return during one scenarioexecution cycle.

Get a Transaction

Retrieves a translation.

Connection	Establish a connection to your Braintree account.
Transaction ID	Select the Transaction ID whose details you want to retrieve.

Search Transactions

Searches for transactions.

Connection	Establish a connection to your Braintree account.
Transaction ID	Select the Transaction ID you want to search.
Status	Select the status of the transaction. For example, Failed.
Customer ID	Select the Customer ID whose transactions you want to search.
Payment Method Snapshot Type	Select the payment method snapshot type for searching only those transactions.
Source	Select the source type of the transactions.
Filter	Select the filter to search the transactions.
Limit	Set the maximum number of transactions Make should return during one scenario execution cycle.

Customers

Watch New Customers

Watches for new customers.

Connection	Establish a connection to your Braintree account.
Limit	Set the maximum number of new customers Make should return during one scenario execution cycle.

Get a Customer

Retrieves a customer.

Connection	Establish a connection to your Braintree account.
Customer ID	Select the Customer ID whose details you want to retrieve.

Search Customer

Searches for customers.

Connection	Establish a connection to your Braintree account.
Customer ID	Select the Customer ID whose details you are searching for.
Date of Creation	Select the date on which the customer account is created to search only those customers.
Filter	Select the filters to search only those customers based on the specified criteria.
Limit	Set the maximum number of new transactions Make should return during one scenarioexecution cycle.

Create a Customer

Creates a new customer.

Connection	Establish a connection to your Braintree account.
Email	Enter the email address of the customer.
First Name	Enter the first name of the customer.
Last Name	Enter the last name of the customer.
Company	Enter the company name to which the customer belongs.
Phone Number	Enter the phone number of the customer.

Update a Customer

Updates a customer.

Connection	Establish a connection to your Braintree account.
Customer ID	Select the Customer ID whose details you want to update.
Email	Enter the email address of the customer.
First Name	Enter the first name of the customer.
Last Name	Enter the last name of the customer.
Company	Enter the company name to which the customer belongs to.
Phone Number	Enter the phone number of the customer.

Delete a Customer

Deletes a customer.

Connection	Establish a connection to your Braintree account.
Customer ID	Select the Customer ID you want to delete.

Others

Execute a GraphQL Query

Performs an arbitrary authorized GraphQL query.

Braintree uses GraphQL for Managing the APIs. See BraintreePayment GraphQL Documentation.

Connection	Establish a connection to your Braintree account.
Query	Enter the query in JSON format.
Variables Data	Select the variable data source type: Forms Collection
Variables	Add the variables: Key Enter the Key details in JSON format. Value Enter the key value in JSON format.

Example - Search Customers

The following GraphQL query returns all the customers from your Braintree Payments account:

Method: POST

Query:

query Search($input: CustomerSearchInput!) { search { customers(input: $input, first: 50) { pageInfo { endCursor hasNextPage } edges { node { id legacyId createdAt company email firstName lastName phoneNumber } } } } }

Variables:

{"input": {"createdAt": {"lessThanOrEqualTo":"2020-07-15T07:07:49+02:00"}}}

Matches of the search can be found in the module's Output under Bundle > Body > data. In our example, 5 customers were returned: