How to connect Docupilot + Braintree
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DocumentRequired
Provide Download URL Link?
If 'yes', a Download URL with a one hour expiration period will be provided in the response for you to use in a proceeding Action step.
New Transaction
Triggers when you add a new transaction.
Try It
New Customer
Triggers when you add a new customer.
Try ItFirst 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)
How Docupilot + Braintree Integrations Work
- Step 1: Authenticate Docupilot and Braintree.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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