Connect braintree and Yousign to Build Intelligent Automations
Choose a Trigger
When this happens...
Customer Is Created
New Transaction
Choose an Action
Automatically do this!
Create Contact
Update Contact
Create Workspace
Delete Contact
Update WorkSpace
Create Label
Update Label
Delete Label
Ready to use braintree and Yousign 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
New Contact
Trigger when new Contact is Created.
New Workspace
Trigger when new workspace is Created.
New Label
Trigger when new Label is Created.
New User
Trigger when new User is Created.
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.
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Frequently Asked Questions
To start, connect both your braintree and Yousign accounts to viaSocket. Once connected, you can set up a workflow where an event in braintree triggers actions in Yousign (or vice versa).
Absolutely. You can customize how braintree data is recorded in Yousign. This includes choosing which data fields go into which fields of Yousign, setting up custom formats, and filtering out unwanted information.
The data sync between braintree and Yousign 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 Yousign. 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 Yousign
Yousign is an electronic signature solution that enables businesses to securely sign documents online. It offers features for document management, compliance with legal standards, and integration with various platforms. The app streamlines the signing process, improving efficiency and reducing paperwork.
Learn More
