Generate client welcome docs from ad leads

When a new lead is captured from an ad in Facebook Lead Ads, automatically create a personalized document from a template in Documint.

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See all Documint + Facebook Lead Ads integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Documint Explore Documint →

Triggers

New note created

Fires when a new note or document is created in Documint.

Note updated

Fires when an existing note or document changes in Documint.

Document sent for signature

Fires when a document in Documint is sent out for signature.

Actions

Create a document from a template

Generates a new document in Documint from a saved template.

Create or append to a note

Creates a note in Documint or adds text to an existing one.

Convert a document to PDF

Converts a file in Documint to PDF.

Send a document for signature

Sends a document from Documint out for signature.

Facebook Lead Ads Explore Facebook Lead Ads →

Triggers

New lead from an ad

Fires when a new lead comes in from an ad campaign in Facebook Lead Ads.

Conversion event received

Fires when Facebook Lead Ads records a conversion or offline event.

Campaign published

Fires when a new ad or campaign goes live in Facebook Lead Ads.

Actions

Send a conversion event

Sends an offline or server-side conversion event to Facebook Lead Ads.

Add contact to an audience

Adds a contact to a custom audience or customer list in Facebook Lead Ads.

Remove contact from an audience

Removes a contact from a custom audience in Facebook Lead Ads.

Track document dispatches as ad conversions When a document is sent for signature in Documint, send a conversion event to Facebook Lead Ads to measure pipeline impact. See details

Exclude pending signers from ad audiences When a document is sent for signature in Documint, automatically remove the recipient from lead acquisition audiences in Facebook Lead Ads. See details

See all Documint + Facebook Lead Ads integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Generate client welcome docs from ad leads” between Documint and Facebook Lead Ads?

Yes — describe it in the box above and Knit's Integrations Agent researches Documint and Facebook Lead Ads's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

What business problems does integrating Facebook Lead Ads with Documint solve?

It eliminates manual document creation for new leads originating from ad campaigns and provides clearer attribution by sending contract milestones back to ad platforms.

Can document activity alter my advertising audience lists?

Yes, sending or signing documents in Documint can automatically remove those prospects from top-of-funnel ad campaigns in Facebook Lead Ads.