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.
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Triggers when you add a new customer.
Create a new customer.
Triggers when you add a new transaction.
Send data to your Data Route URL.
Triggers when a merged/populated document is created.
Send data to your Merge URL.
Combine multiple files into a single PDF or DOCX.
Extracts the field values from the given PDF file.