1.Captures new transactions
Integrate Braintree to map transaction timestamp, amount, payer details, and reference fields to structured columns.
Add processed payments to accounting CSV bank file
Automatically capture new transactions across Braintree and Google Sheets. Create and update accounting rows when new transactions arrive, payment method is identified, or declined attempts are filteredβso you can reconcile faster, reduce errors, and export CSVs without manual cleanup.
How this automation appends your accounting CSV
When new transactions arrive, failed attempts can clutter exports and slow month-end close. This automation routes by payment method and appends spreadsheet rows and worksheetsβso your team can export import-ready CSVs without manual cleanup.
Braintreeor swap with your favorite app
2.Branches by payment method
Integrate Paths by Zapier to route each payment into the PayPal path or the card path based on method.
Paths by Zapieror swap with your favorite app
3.Excludes failed attempts
Integrate Filter by Zapier to skip failed or declined transactions so only settled payments are written.
Filter by Zapieror swap with your favorite app
4.Creates worksheet rows
Integrate Google Sheets and spreadsheet worksheets to create a new row per qualifying transaction in the right sheet.
Google Sheetsor swap with your favorite app
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Accelerate payment reconciliation with automated payment matching, exception routing, and ledger updates
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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