How to connect Braintree + Formstack Documents
Zapier lets you send info between Braintree and Formstack Documents automatically—no code required.
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- New CustomerTriggers when you add a new customer.Trigger
- New TransactionTriggers when you add a new transaction.Trigger
- Create CustomerCreate a new customer.Action
- New Merged DocumentTriggers when a merged/populated document is created.Trigger
- Combine FilesCombine multiple files into a single PDF or DOCX.Action
- Convert File to PDFConverts a given file to a PDF.Action
- Create Data Route MergeSend data to your Data Route URL.Action
- Create Document MergeSend data to your Merge URL.Action
- Formstack Documents
Extracts the field values from the given PDF file.
- Step 1: Authenticate Braintree and Formstack Documents.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.