Connect braintree and Xodo Sign
Integrate braintree with Xodo Sign to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in Xodo Sign when Customer Is Created in Braintree
Send Reminder via Xodo Sign when Customer Is Created in Braintree
Find and Download Document from Xodo Sign when Customer Is Created in Braintree
Create Contact in Xodo Sign when New Transaction in Braintree
Send Reminder via Xodo Sign when New Transaction in Braintree
Popular braintree + Xodo Sign flows
Start from a real workflow other teams are already running.
Choose a trigger
braintree
When this happens...
Customer Is Created
New Transaction
Choose an action
Xodo Sign
Automatically do this!
Create Contact
Get Final Signed Document
Send Reminder
Find and Download Document
Create Contact in Xodo Sign when Customer Is Created in Braintree
Use this flowSend Reminder via Xodo Sign when Customer Is Created in Braintree
Use this flowFind and Download Document from Xodo Sign when Customer Is Created in Braintree
Use this flowCreate Contact in Xodo Sign when New Transaction in Braintree
Use this flowSend Reminder via Xodo Sign when New Transaction in Braintree
Use this flowFind and Download Document from Xodo Sign when New Transaction in Braintree
Use this flowSearch Transactions in Braintree when Document Completed in Xodo Sign
Use this flowSearch Transactions in Braintree when Document Is Sent via Xodo Sign
Use this flowSearch Customers in Braintree when Document Is Sent via Xodo Sign
Use this flowVoid Transaction in Braintree when Document Is Sent via Xodo Sign
Use this flowSupported Triggers & Actions
Everything you can automate between braintree and Xodo Sign.
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
Document Is Sent
Runs when document is sent
Document Completed
Runs when a document is completed in Xodo Sign.
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 Contact
Creates a new contact in Xodo Sign using the provided name, email, company, and phone number.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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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 moreSimilar apps
About Xodo Sign
Xodo Sign by Apryse is an electronic signature software platform that lets you sign, edit and send documents in one place. Xodo Sign helps businesses of every size replace printing, scanning, and mailing with fast, legally binding digital signatures and built-in document editing tools that save time, cut costs, and keep work secure.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your braintree and Xodo Sign accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between braintree and Xodo Sign as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Xodo Sign. No coding required.
Yes. You can set up a workflow where braintree triggers actions in Xodo Sign, and a separate workflow where Xodo Sign triggers actions in braintree. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between braintree and Xodo Sign. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire braintree and Xodo Sign integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
