Braintree integration with Formstack Documents
How to Create Personalized Reciepts and Documents from Braintree with WebMerge
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create Personalized Reciepts and Documents from Braintree with WebMerge" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Braintree integrations
Businesses of all sizes know a solid payment and billing process can make for a great customer experience. Nekton can help make Braintree more powerful by automatically creating sales receipts and alerting you about new transactions. You can also use Nekton to backup your Braintree data.
Braintree actions
Nekton can use any feature that is available in Braintree API.
Using our advanced AI, you can easily create custom automations for Braintree.
Here are some typical actions you can do in your automated workflows.
Create Customer
Create a new customer.
New Customer
Triggers when you add a new customer.
New Transaction
Triggers when you add a new transaction.
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.