B
Braintree - Create PDF, Word, Excel Documents
Braintree connects with Documentero to help businesses automatically create documents whenever new payments or customer records are added. With this integration, you can generate invoices, receipts, or reports in .docx, .pdf, or .xlsx formats based on Braintree data. It works through API, Make, or Zapier, giving you flexible options to link payment events with custom templates. This setup saves time by turning transaction details into ready-to-send documents without manual input.
Braintree
Documentero
Triggers
Watch New Customers — Watches for new customers.
Watch New Transactions — Watches for new transactions.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Braintree using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Braintree using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF invoices from Braintree transactions
Create branded receipts from Braintree payments
Export Braintree customer data into formatted Word documents
Generate Excel reports of Braintree transactions for accounting
Automatically create customer contracts from new Braintree signups
Produce payment confirmation letters from Braintree events
Create detailed sales summaries from Braintree data in PDF
Generate onboarding documents for new Braintree customers
Export recurring billing statements from Braintree into .docx
Automatically generate refund confirmation documents from Braintree transactions
How you can use Braintree + Documentero
Automatic Invoice Creation
Generate a PDF invoice in Documentero every time a new Braintree transaction is recorded.
Customer Welcome Pack
Create a personalized .docx welcome letter when a new customer is added in Braintree.
Monthly Transaction Report
Export all Braintree transactions into an .xlsx report formatted with your custom Documentero template.
Payment Receipt Generation
Send a branded PDF receipt to customers as soon as their payment is processed in Braintree.
Customer Account Summary
Automatically create a .pdf account summary document whenever a new customer profile is created in Braintree.
Setup Guides
Zapier Tutorial: Integrate Braintree with Documentero
- Create a new Zap in Zapier.
- Add Braintree to the zap and choose one of the triggers (Watch New Customers, Watch New Transactions). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Zapier: Add Documentero as the next step and connect it using your API key.
- In your zap, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Braintree trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Braintree with Documentero
- Create a new scenario in Make.
- Add Braintree to the scenario and choose one of the triggers (Watch New Customers, Watch New Transactions). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Braintree trigger.
- Run or schedule your scenario and verify the output.
