Track document dispatches as ad conversions

When a document is sent for signature in Heyzine, send a conversion event to Facebook Custom Audiences to measure pipeline impact.

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See all Heyzine + Facebook Custom Audiences 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.

Heyzine Explore Heyzine →

Triggers

New note created

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

Note updated

Fires when an existing note or document changes in Heyzine.

Document sent for signature

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

Actions

Create a document from a template

Generates a new document in Heyzine from a saved template.

Create or append to a note

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

Convert a document to PDF

Converts a file in Heyzine to PDF.

Send a document for signature

Sends a document from Heyzine out for signature.

Facebook Custom Audiences Explore Facebook Custom Audiences →

Triggers

New lead from an ad

Fires when a new lead comes in from an ad campaign in Facebook Custom Audiences.

Conversion event received

Fires when Facebook Custom Audiences records a conversion or offline event.

Campaign published

Fires when a new ad or campaign goes live in Facebook Custom Audiences.

Actions

Send a conversion event

Sends an offline or server-side conversion event to Facebook Custom Audiences.

Add contact to an audience

Adds a contact to a custom audience or customer list in Facebook Custom Audiences.

Remove contact from an audience

Removes a contact from a custom audience in Facebook Custom Audiences.

Generate client welcome docs from ad leads When a new lead is captured from an ad in Facebook Custom Audiences, automatically create a personalized document from a template in Heyzine. See details

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

See all Heyzine + Facebook Custom Audiences integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Track document dispatches as ad conversions” between Heyzine and Facebook Custom Audiences?

Yes — describe it in the box above and Knit's Integrations Agent researches Heyzine and Facebook Custom Audiences'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 Custom Audiences with Heyzine 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 Heyzine can automatically remove those prospects from top-of-funnel ad campaigns in Facebook Custom Audiences.