Facebook Conversions + Invoiced

Send Facebook Conversions events when new Invoiced estimates are created

Whenever a new estimate occurs in Invoiced, this workflow promptly activates a corresponding New Estimate event in the Facebook Conversions app, ensuring your conversion tracking is up-to-date and accurate. With this streamlined process, reduce your manual data entry workload and redirect that focus towards your essential business operations.

When this happens...
New Estimate
Triggers when a new estimate is created.
TriggerInstant
automatically do this!
Send Purchase Event
Publish purchase events to Conversions API
ActionWrite

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Supported triggers and actions

What does this mean?

New Contact
Triggers when a new contact is created.
Trigger
Instant
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New Customer
Triggers when a new customer is created.
Trigger
Instant
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Invoice Paid in Full
Triggers when an invoice is paid in full.
Trigger
Instant
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New Note
Triggers when a new note is created.
Trigger
Instant
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New Subscription
Triggers when a new subscription is created.
Trigger
Instant
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New Task
Triggers when a new task is created.
Trigger
Instant
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- CustomerRequired
- Notes
- AmountRequired
- Currency
- Date
Action
Write

- NameRequired
- Email Address
- Account Number
- AutoPay
- Payment Terms
- Entity Type
- Phone Number
- Attention To
- Address 1
- Address 2
- City
- State/Province
- Zip/Postal Code
- Country
- Tax ID
- Notes
- Currency
Action
Write
- CustomerRequired
- NameRequired
- QuantityRequired
- Unit CostRequired
- Invoice Number
- Send?
- Draft?
- Notes
Action
Write
- Customer
- AmountRequired
- Currency
- Date
- Method
- Reference
- Notes
- Invoiced
- Type
- Amount
- Document Type
- Estimate
- Credit Note
Action
Write
- CustomerRequired
- PlanRequired
- Quantity
- Billing Cycles
Action
Write
- CustomerRequired
- Name
- Email Address
- AutoPay
- Payment Terms
- Entity Type
- Phone Number
- Attention To
- Address 1
- Address 2
- City
- State/Province
- Zip/Postal Code
- Country
- Tax ID
- Notes
- Currency
Action
Write
- Id
- Estimate #
Action
Search
- Name
- Account #
- Email Address
Action
Search
Send Funnel Event
Publish lead updates from your funnel.
Action
Write
Send Other Event
Publish other events to Conversions API
Action
Write

New Credit Note
Triggers when a new credit note is created.
Trigger
Instant
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New Estimate
Triggers when a new estimate is created.
Trigger
Instant
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New Invoice
Triggers when a new invoice is created.
Trigger
Instant
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Subscription Canceled
Triggers when a subscription is canceled.
Trigger
Instant
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New Payment
Triggers when a new payment is created.
Trigger
Instant
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- CustomerRequired
- NameRequired
- Email Address
- Phone Number
- SMS Enabled?
- Billing Contact?
- Title
- Department
- Address 1
- Address 2
- City
- State
- Postal Code
- Country
Action
Write
- CustomerRequired
- NameRequired
- QuantityRequired
- Unit CostRequired
- Credit Note Number
- Send?
- Draft?
- Notes
Action
Write
- CustomerRequired
- NameRequired
- QuantityRequired
- Unit CostRequired
- Estimate Number
- Send?
- Draft?
- Notes
Action
Write
- CustomerRequired
- NotesRequired
Action
Write
- CustomerRequired
- Quantity
- Item Name
- Description
- Unit Cost
- Item ID
Action
Write
- CustomerRequired
- NameRequired
- ActionRequired
- Due Date
Action
Write
- Id
- Credit Note #
Action
Search
- Id
- Invoice #
Action
Search
- NameRequired
- Account Number
- Email Address
- AutoPay
- Payment Terms
- Entity Type
- Phone Number
- Attention To
- Address 1
- Address 2
- City
- State/Province
- Zip/Postal Code
- Country
- Tax ID
- Notes
- Currency
Action
Search or write
Send Lead Event
Publish lead events to Conversions API
Action
Write
Send Purchase Event
Publish purchase events to Conversions API
Action
Write

About Facebook Conversions

Facebook’s Conversions lets you send information about important customer events to Facebook Server-Side API directly from your website’s server, CRM or other customer information databases. This information is useful to create powerful ads that yield better conversions.

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Related categories

Ads & Conversion

About Invoiced

Invoiced is autopilot for accounts receivable.

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Related categories

Accounting

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Facebook Conversions + Invoiced

Send Facebook Conversions events when new Invoiced estimates are created

New Contact

New Customer

Invoice Paid in Full

New Note

New Subscription

New Task

Create Credit Balance Adjustment

Notes

AmountRequired

Currency

Date

Create Customer

NameRequired

Email Address

Account Number

AutoPay

Payment Terms

Entity Type

Phone Number

Attention To

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Tax ID

Notes

Currency

Create Invoice

CustomerRequired

NameRequired

QuantityRequired

Unit CostRequired

Invoice Number

Send?

Draft?

Notes

Create Payment

Customer

AmountRequired

Currency

Date

Method

Reference

Notes

Invoiced

Type

Amount

Document Type

Estimate

Credit Note

Create Subscription

CustomerRequired

PlanRequired

Quantity

Billing Cycles

Update Customer

CustomerRequired

Name

Email Address

AutoPay

Payment Terms

Entity Type

Phone Number

Attention To

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Tax ID

Notes

Currency