Connect braintree and Docugami to Build Intelligent Automations
Choose a Trigger
When this happens...
Customer Is Created
New Transaction
Choose an Action
Automatically do this!
Create a docset
Create a project
Publish a project
Ready to use braintree and Docugami automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Customer Is Created
Runs when customer is created
New Transaction
Runs when transaction created
Create Project
Triggers when new projects are created within the selected time interval.
Create Docsets
Triggers when new docsets are created within the selected time interval.
Do thisActions
Action is the task that follows automatically within your braintree integrations.
Create Customer
Create a customer record
Search Customers
Find customers by details
Search Transactions
Find transactions in Braintree
Refund Transaction
Refund a specific transaction
Void Transaction
Void a specific transaction
Create a docset
Create a docset in Docugami.
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Frequently Asked Questions
To start, connect both your braintree and Docugami accounts to viaSocket. Once connected, you can set up a workflow where an event in braintree triggers actions in Docugami (or vice versa).
Absolutely. You can customize how braintree data is recorded in Docugami. This includes choosing which data fields go into which fields of Docugami, setting up custom formats, and filtering out unwanted information.
The data sync between braintree and Docugami typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between braintree and Docugami. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
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.
Learn MoreAbout Docugami
Enhance your document engineering processes with Docugami's specialized AI tools designed to transform how your business creates and understands documents.
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