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Quickly connect Braintree to Formstack Documents with a Zapier template.

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Create Personalized Reciepts and Documents from Braintree with WebMerge
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Braintree + Formstack Documents

Create Personalized Reciepts and Documents from Braintree with WebMerge

Braintree + Formstack Documents

How Zapier works

Zapier makes it easy to integrate Braintree with Formstack Documents - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Customer" from Braintree.

Add your action

An action happens after the trigger—such as "Combine Files" in Formstack Documents.

You’re connected!

Zapier seamlessly connects Braintree and Formstack Documents, automating your workflow.

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Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Braintree to Formstack Documents integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect Braintree and Formstack Documents to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Customer
Triggers when you add a new customer.
Trigger
Polling
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- Status
Trigger
Polling
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- First Name
- Last Name
- Company
- Email
- Phone
- Fax
- Website
- Street Address
- Extended Address
- Locality (City)
- Region (State)
- Postal Code
- Country Code
Action
Write
- Output
  Required
- File Name
- File 1
  Required
- File 2
- File 3
- File 4
- File 5
Action
Write
- Route
  Required
- Download File
Action
Write

- File
  Required
Action
Write

New Dispute
Triggers when a new dispute is added.
Trigger
Polling
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- Status
Trigger
Polling
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New Merged Document
Triggers when a merged/populated document is created.
Trigger
Instant
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- File
  Required
Action
Write
- Document
  Required
- Download File
Action
Write

About Braintree

With a first class API, great rates and instant approval, Braintree is the easiest way to accept payments anywhere online and via a mobile app.

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About Formstack Documents

Introducing Formstack Documents, formerly WebMerge. Automatically generate PDF and Word DOCX documents merged with data from online web services. Contracts, invoices, applications, tickets, and more - all created dynamically, saving you time and money.

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