Braintree + Chargebee
Connect Braintree and Chargebee to Automate Your Subscription Billing Stack
Sync payment processing with subscription management so your revenue operations run without manual intervention.
Why integrate Braintree and Chargebee?
Braintree and Chargebee are the two engines most subscription businesses run on — Braintree handles secure processing of credit cards, PayPal, and digital wallets, while Chargebee manages the full subscription lifecycle: plans, invoices, and renewals. When they run in silos, finance teams waste hours reconciling payment events with subscription records, and customer-facing failures like missed dunning or incorrect billing go undetected. Integrating Braintree with Chargebee on tray.ai closes that gap, creating a real-time data pipeline between your payment gateway and your subscription engine.
Automate & integrate Braintree & Chargebee
Use case
Automatic Invoice Settlement on Successful Payments
When Braintree reports a successful transaction, tray.ai instantly marks the corresponding Chargebee invoice as paid and updates the subscription's billing cycle. This eliminates the lag between money moving and your records catching up, keeping customer portals and finance dashboards accurate at all times.
Use case
Dunning Automation Triggered by Braintree Declines
A payment decline in Braintree automatically triggers a Chargebee dunning workflow via tray.ai, initiating retry schedules, customer email notifications, and subscription grace periods based on your configured rules. No failed payment falls through the cracks, and revenue recovery happens without manual monitoring.
Use case
New Subscription Provisioning with Payment Method Vaulting
When a new subscription is created in Chargebee, tray.ai can automatically create or associate the corresponding customer and payment method token in Braintree, so the gateway is ready for the next billing cycle. No double-entry across both platforms during customer onboarding.
Use case
Refund Synchronization Across Both Platforms
When a refund is issued in Braintree, tray.ai detects the transaction event and creates a corresponding credit note or cancellation in Chargebee, keeping your subscription ledger in sync with actual gateway activity. Finance and support teams see a consistent view of customer accounts without logging into both systems.
Use case
Subscription Cancellation and Payment Method Cleanup
When a subscription is cancelled in Chargebee, tray.ai can trigger the appropriate cleanup actions in Braintree — removing stored payment methods or voiding pending authorizations — so your vault stays clean and compliant. This reduces PCI scope risks and prevents ghost billing attempts on inactive accounts.
Use case
Plan Upgrade and Downgrade Billing Reconciliation
When a customer upgrades or downgrades their plan in Chargebee, tray.ai automatically adjusts or triggers a new charge in Braintree to reflect proration or immediate billing differences, so revenue is captured correctly at the moment of change. This matters most for usage-based or mid-cycle billing scenarios.
Use case
Revenue Reporting and MRR Reconciliation
tray.ai can aggregate transaction data from Braintree and subscription metrics from Chargebee into a unified reporting pipeline, giving finance and RevOps teams a single source of truth for MRR, churn, and payment recovery rates. No more stitching together CSV exports from two platforms every reporting cycle.
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Braintree & Chargebee Challenges
What challenges are there when working with Braintree & Chargebee and how will using Tray.ai help?
Challenge
Matching Transactions Across Two Separate Customer ID Schemas
Braintree and Chargebee each maintain their own customer identifiers, and there's no native link between a Braintree transaction ID and a Chargebee invoice or subscription ID. Manual lookups are slow and error-prone, especially at scale.
How Tray.ai Can Help:
tray.ai's data mapping tools let you build a persistent cross-reference between Braintree customer tokens and Chargebee customer IDs, using shared fields like email address or external reference IDs. Once mapped, every automation step resolves the correct record in each system without human intervention.
Challenge
Handling Webhook Event Ordering and Race Conditions
In high-volume billing environments, Braintree and Chargebee webhooks can arrive out of order or near-simultaneously — a settlement and a refund firing within seconds of each other, for example — causing automation workflows to process stale data and create conflicting subscription states.
How Tray.ai Can Help:
tray.ai supports conditional logic, data caching, and workflow sequencing controls that let you build idempotent integrations. You can add event-ordering checks and deduplication steps to ensure each webhook is processed in the correct logical sequence without creating duplicate records or conflicting states in Chargebee.
Challenge
Managing Partial Refunds and Proration Complexity
Partial refunds in Braintree don't map cleanly to Chargebee's credit note or proration model, making automation here impossible without custom business logic. Without careful handling, partial refunds can result in incorrect subscription values or unresolved invoice balances.
How Tray.ai Can Help:
tray.ai's workflow builder lets you encode your specific proration and refund rules using conditional branches and formula fields. You can calculate the correct credit note amount based on the refund percentage, subscription billing period, and plan value, then apply the precise adjustment in Chargebee automatically.
Challenge
Keeping Payment Method Tokens in Sync After Updates
When a customer updates their credit card in one system but not the other, payment method tokens fall out of sync and the next billing cycle fails silently. It's a common source of involuntary churn that stays invisible until a payment decline surfaces the discrepancy.
How Tray.ai Can Help:
tray.ai can monitor payment method update events in both Braintree and Chargebee and trigger cross-platform sync workflows whenever a card is added, changed, or expired. This keeps both systems aligned on the current default payment method, reducing the risk of billing failures at renewal.
Challenge
Scaling Integrations Without Hitting API Rate Limits
High-volume subscription businesses processing thousands of transactions per day can quickly hit the API rate limits of either Braintree or Chargebee when running bulk reconciliation or backfill jobs, causing workflows to fail partway through and leaving data in an inconsistent state.
How Tray.ai Can Help:
tray.ai includes built-in rate limit handling, retry logic with exponential backoff, and bulk processing controls that automatically throttle API calls to stay within platform limits. You can run high-volume reconciliation workflows confidently, knowing that tray.ai will manage pacing and retry any failed calls without data loss.
Start using our pre-built Braintree & Chargebee templates today
Start from scratch or use one of our pre-built Braintree & Chargebee templates to quickly solve your most common use cases.
Braintree & Chargebee Templates
Find pre-built Braintree & Chargebee solutions for common use cases
Template
Braintree Failed Payment to Chargebee Dunning Trigger
Monitors Braintree for declined transactions and automatically triggers a Chargebee dunning workflow, updating the subscription status and queuing customer retry communications.
Steps:
- Listen for a payment failed or processor declined webhook event from Braintree
- Look up the corresponding customer and subscription in Chargebee using the customer email or ID
- Trigger the Chargebee dunning sequence and update the subscription to past-due status
Connectors Used: Braintree, Chargebee
Template
Chargebee New Subscription to Braintree Customer Creation
When a new subscription is created in Chargebee, this template automatically creates or updates a matching customer record and vaults their payment method in Braintree to ensure smooth future billing.
Steps:
- Detect a new subscription created event via Chargebee webhook
- Extract customer details and payment method token from the Chargebee event payload
- Create or update the customer record and associated payment method in Braintree
Connectors Used: Chargebee, Braintree
Template
Braintree Successful Transaction to Chargebee Invoice Settlement
Automatically marks the relevant Chargebee invoice as paid whenever a successful transaction is recorded in Braintree, keeping subscription billing records accurate without manual reconciliation.
Steps:
- Receive a transaction settled webhook event from Braintree
- Match the transaction to the correct Chargebee invoice using the transaction reference or customer ID
- Update the Chargebee invoice status to paid and record the payment details
Connectors Used: Braintree, Chargebee
Template
Braintree Refund to Chargebee Credit Note Generator
When a refund is processed in Braintree, this template automatically creates a credit note in Chargebee and adjusts the subscription billing record to reflect the returned amount.
Steps:
- Capture a refunded transaction event from Braintree via webhook
- Identify the matching Chargebee customer and invoice for the refunded amount
- Create a credit note in Chargebee and optionally trigger a subscription downgrade or cancellation if applicable
Connectors Used: Braintree, Chargebee
Template
Chargebee Subscription Cancellation to Braintree Vault Cleanup
Automatically removes or flags stored payment methods in Braintree when a subscription is cancelled in Chargebee, keeping your payment vault clean and reducing PCI compliance scope.
Steps:
- Listen for a subscription cancelled or non-renewing event from Chargebee
- Retrieve the associated Braintree customer ID and vaulted payment methods
- Delete or deactivate the stored payment method in Braintree as per your retention policy
Connectors Used: Chargebee, Braintree
Template
Braintree and Chargebee Daily Revenue Reconciliation Report
Runs on a schedule to pull transaction data from Braintree and subscription billing data from Chargebee, then outputs a reconciled revenue report to your data warehouse, Slack channel, or email distribution list.
Steps:
- Query Braintree for all settled and failed transactions within the reporting period
- Fetch corresponding invoice and subscription data from Chargebee for the same period
- Cross-reference both datasets and push a reconciliation summary to your reporting destination
Connectors Used: Braintree, Chargebee