Create Personalized Reciepts and Documents from Braintree with WebMerge
When this happensStep 1: New Transaction
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
- A Braintree account
- A WebMerge Account with a Document Template (check this WebMerge tutorial for more info)
Got that? Then let's get started.