Braintree
When this happens...
BraintreeNew Transaction
Then do this...
WebMergeCreate 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.

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

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

When this happens...
then do this!
New Customer

Triggers when you add a new customer.

Create Customer

Create a new customer.

New Transaction

Triggers when you add a new transaction.

Create Data Route Merge

Send data to your Data Route URL.

New Merged Document

Triggers when a merged/populated document is created.

Create Document Merge

Send data to your Merge URL.

Extract Field Values From PDF

Extracts the field values from the given PDF file.

Combine Files

Combine multiple files into a single PDF or DOCX.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,400+ others.

Become a Zapier Integration Partner

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.

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.

See WebMerge Integrations