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Create Personalized Reciepts and Documents from Braintree with WebMerge

  1. When this happensStep 1: New Transaction

  2. Then do thisStep 2: Create Document Merge

Want a simple way to make customized documents—including receipts, contract letters, and more—from your Braintree account? This Zap will let you automatically create any documents you need, using a WebMerge template.

How it Works

Zapier will watch your Braintree account for new payments. Whenever you receive a payment, it'll copy the customer's info and sent it to WebMerge where it'll be combined with your document templates. You'll get customized documents for each of your customers automatically.

What You Need

  1. A Braintree account
  2. A WebMerge Account with a Document Template (check this WebMerge tutorial for more info)

Got that? Then let's get started.

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Connect Braintree + Formstack Documents in Minutes

It's easy to connect Braintree + Formstack Documents and requires absolutely zero coding experience—the only limit is your own imagination.

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