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Braintree + Formstack Documents

Create Personalized Reciepts and Documents from Braintree with WebMerge

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.

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.

  1. When this happens...
    BraintreeBraintree
    New Transaction

    Triggers when you add a new transaction.

    TriggerScheduled
  2. automatically do this!
    Formstack DocumentsFormstack Documents
    Create Document Merge

    Send data to your Merge URL.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Braintree triggers, actions, and search

    New Customer

    Triggers when you add a new customer.

    Trigger
    Scheduled
    Try It
    • First Name

    • Last Name

    • Company

    • Email

    • Phone

    • Fax

    • Website

    • Street Address

    • Extended Address

    • Locality

    • Region

    • Postal Code

    • Country Code

      The two character country code (for example, US)

    Action
    Write
    • OutputRequired

    • File Name

      Your desired name of the combined file (no extension).

    • File 1Required

    • File 2

    • File 3

    • File 4

    • File 5

    Action
    Write
    • RouteRequired

    • Download File

      Do you need to download this document to Zapier for another action?

    Action
    Write
braintree logo
braintree logo

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.
Learn more

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  • Payment Processing

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formstack-documents logo
formstack-documents logo

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.
Learn more

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