Connect Docugami and braintree to Build Intelligent Automations
Choose a Trigger
When this happens...
Create Project
Create Docsets
Choose an Action
Automatically do this!
Create Customer
Search Customers
Search Transactions
Refund Transaction
Void Transaction
Ready to use Docugami and braintree automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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.
Customer Is Created
Runs when customer is created
New Transaction
Runs when transaction created
Do thisActions
Action is the task that follows automatically within your Docugami integrations.
Create a docset
Create a docset in Docugami.
Create a project
Create a Project in Docugami.
Publish a project
Publish a project in Docugami.
Create Customer
Create a customer record
Search Customers
Find customers by details
Search Transactions
Find transactions in Braintree
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Frequently Asked Questions
To start, connect both your Docugami and braintree accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in braintree (or vice versa).
Absolutely. You can customize how Docugami data is recorded in braintree. This includes choosing which data fields go into which fields of braintree, setting up custom formats, and filtering out unwanted information.
The data sync between Docugami and braintree 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 Docugami and braintree. 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 Docugami
Enhance your document engineering processes with Docugami's specialized AI tools designed to transform how your business creates and understands documents.
Learn MoreAbout 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.
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