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Facebook Conversions + PandaDoc

Track PandaDoc document status changes and send Facebook Conversions events

Keep track of document updates in PandaDoc and boost your Facebook ad campaign performance with this workflow. When a document status changes in PandaDoc, this automation sends an event to your Facebook Conversions account to help you monitor and optimize your ads effectively. With this seamless integration, you can ensure your advertising efforts are informed by up-to-date information from all your important documents.

Keep track of document updates in PandaDoc and boost your Facebook ad campaign performance with this workflow. When a document status changes in PandaDoc, this automation sends an event to your Facebook Conversions account to help you monitor and optimize your ads effectively. With this seamless integration, you can ensure your advertising efforts are informed by up-to-date information from all your important documents.

  1. When this happens...
    PandaDocPandaDoc
    Document Status Changed

    Triggers when a document status changes to draft, sent, viewed, completed, paid, etc.

    TriggerInstant
  2. automatically do this!
    Facebook ConversionsFacebook Conversions
    Send Other Event

    Publish other events to Conversions API

    ActionWrite
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Supported triggers and actions

What does this mean?

    • Source

    Trigger
    Instant
    Try It

    • Source

    Trigger
    Instant
    Try It

    • Document IDRequired

    • Attachment NameRequired

    • AttachmentRequired

    Action
    Write

    • Document NameRequired

    • TemplateRequired

    • Send DocumentRequired

    • Message

    • Pricing Table Currency

    • Name

    • Description

    • Price

    • Quantity

    • Discount

    • Document Metadata

    Action
    Write

    • Source

    • Document Status

    Trigger
    Instant
    Try It

    • Source

    Trigger
    Instant
    Try It

    • warning

    • EmailRequired

    • First name

    • Last name

    • Company

    • Phone

    • Title

    • Street Address

    • City

    • Postal Code

    • Country

    • State

    Action
    Write

    • EmailRequired

    • First name

    • Last name

    • Company

    • Phone

    • Job Title

    • Street Address

    • City

    • Postal Code

    • Country

    • State

    Action
    Write
facebook-conversions logo
facebook-conversions logo

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
pandadoc logo
pandadoc logo

About PandaDoc

PandaDoc is an all-in-one software that streamlines your sales workflows. Create, send, track, and eSign client-facing documents designed to win more business.
Learn moreHelp

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