Give agents the order and subscription details they need, and reach buyers the moment a payment fails.
Get more done with Tidio and Braintree integration
Give agents the Braintree transaction behind every billing question, and act on disputes sooner.
No credit card required
Contact sales
Integration availability depends on your Tidio plan.
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Category
Finance
Integration availability depends on your Tidio plan.
Compare plans
Use cases
What you can do with Tidio and Braintree
Answer what was charged
The Braintree transaction loads with the conversation, so a question about a double charge or a pending amount is settled in the first reply.
Turn a chargeback into a chat
When Braintree flags a dispute, Tidio can open a conversation, and plenty of chargebacks turn out to be a customer who did not recognize the descriptor.
Handle the renewal question
Plan, status and next billing date come from Braintree, so a customer asking what happens next month gets a straight answer.
Close the refund properly
A refund agreed in chat is raised against the Braintree transaction, so the money and the conversation match.
Overview
Most billing questions have one answer sitting in Braintree: what was charged, whether it went through, and what happened to the refund. Connected to Tidio through Zapier or the Tidio API, that transaction reaches the conversation, so an agent replies with the amount and status instead of a promise to check. Disputes run the other way. A chargeback opened in Braintree can start a chat while the customer still remembers the order.
Key features
- Reply with the transaction so the amount, date and status are in the first answer
- Deal with disputes early by reaching the customer when Braintree flags a chargeback
- Answer subscription questions with the plan and next billing date Braintree holds
- Refund without leaving the chat and record it against the Braintree transaction
Braintree
Finance
Tags
Workflow Automation
Contact Sync
How it works
Connect Braintree in minutes
1
Connect Tidio and Braintree
Link them with Zapier or the Tidio API, using Braintree credentials limited to the transaction data support needs.
2
Pick the events worth a message
Failed payments, disputes and refunds in Braintree can open a chat or add a note to an existing one.
3
Answer with the record
The transaction sits in the conversation, and what is agreed there is written back to Braintree.
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Looking for customer service automation that fits your business?
We build custom API integrations to streamline your most important workflows.
Frequently asked questions
Common questions about the Braintree integration
Does Tidio see card details?
No. Only the transaction fields you map, such as amount, status, date and the last four digits. Braintree keeps the payment data and stays the system of record.
Can agents refund from a conversation?
Yes, if you allow it. The refund is raised against the Braintree transaction through Zapier or the Tidio API, so the approval rules you already have still apply.
Is the Braintree integration available on my plan?
Availability depends on the Tidio plan you are on. Compare plans to see which plan covers the Braintree integration.