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Here, we break down the complex stuff into real-world advice, practical tools, and stories from people just like you. No tech jargon. No fluff. Just helpful content you can use right now.

Use the search bar below to look for help articles you need.

Facebook Conversions API Trigger in Workflows

Facebook Conversions API Trigger in Workflows

October 18, 20221 min read

FAQs:

"Which initial Workflow Triggers can I use the FB Conversions event with?"

The Facebook Conversions API trigger event works with the following initial Workflow Triggers: Form Submitted, Survey Submitted, Customer Booked Appointment, and Two Step Order.

For appointment, it will only work with “Customer Booked appointment”, not with “appointment”, as appointments is general trigger and “Customer Booked appointment” is the trigger for widget, click here to learn more.

"Which Event Details Parameters do we need to use"?

Event Source URL

"Which Customer Information Parameters can we use"?

Client IP address - do not hash

Client user agent - do not hash

Email Address

First Name

Surname

Browser ID (fbp) cookie – do not hash

Click ID (fbc) cookie – do not hash

"Can I use Custom Values for the Access Token and Pixel Id"?

Yes, Custom Values will work in those fields.

"Why don't I see test events in Facebook Business Manager"?

If you don’t see a test conversion, check the Diagnostics tab for any errors. A common issues we’ve seen is when FB has blocked the domain, so check Settings > Scroll to the bottom to “Domains In Your Allow List” where you should be able to approve the domain.

"Does the 'Test Workflow' button work with testing FB conversions"?

No, in order to test FB conversion API events, the workflow must be kicked off by an actual event (form/survey submissions, appointment, or a 2-Step order form submission).

"Why is Facebook reporting the conversion as "Custom Event" when I selected "Lead"?

This happens when you're sending test data (we're not sure why Facebook does this), but it will show "Lead" when you run a live conversion. 

Back to Blog

Use the search bar below to look for help articles you need.

Latest Blog Posts

Facebook Conversions API Trigger in Workflows

Facebook Conversions API Trigger in Workflows

October 18, 20221 min read

FAQs:

"Which initial Workflow Triggers can I use the FB Conversions event with?"

The Facebook Conversions API trigger event works with the following initial Workflow Triggers: Form Submitted, Survey Submitted, Customer Booked Appointment, and Two Step Order.

For appointment, it will only work with “Customer Booked appointment”, not with “appointment”, as appointments is general trigger and “Customer Booked appointment” is the trigger for widget, click here to learn more.

"Which Event Details Parameters do we need to use"?

Event Source URL

"Which Customer Information Parameters can we use"?

Client IP address - do not hash

Client user agent - do not hash

Email Address

First Name

Surname

Browser ID (fbp) cookie – do not hash

Click ID (fbc) cookie – do not hash

"Can I use Custom Values for the Access Token and Pixel Id"?

Yes, Custom Values will work in those fields.

"Why don't I see test events in Facebook Business Manager"?

If you don’t see a test conversion, check the Diagnostics tab for any errors. A common issues we’ve seen is when FB has blocked the domain, so check Settings > Scroll to the bottom to “Domains In Your Allow List” where you should be able to approve the domain.

"Does the 'Test Workflow' button work with testing FB conversions"?

No, in order to test FB conversion API events, the workflow must be kicked off by an actual event (form/survey submissions, appointment, or a 2-Step order form submission).

"Why is Facebook reporting the conversion as "Custom Event" when I selected "Lead"?

This happens when you're sending test data (we're not sure why Facebook does this), but it will show "Lead" when you run a live conversion. 

Back to Blog

Marketing

Facebook Conversions API Trigger in Workflows

Facebook Conversions API Trigger in Workflows

October 18, 20221 min read

FAQs:

"Which initial Workflow Triggers can I use the FB Conversions event with?"

The Facebook Conversions API trigger event works with the following initial Workflow Triggers: Form Submitted, Survey Submitted, Customer Booked Appointment, and Two Step Order.

For appointment, it will only work with “Customer Booked appointment”, not with “appointment”, as appointments is general trigger and “Customer Booked appointment” is the trigger for widget, click here to learn more.

"Which Event Details Parameters do we need to use"?

Event Source URL

"Which Customer Information Parameters can we use"?

Client IP address - do not hash

Client user agent - do not hash

Email Address

First Name

Surname

Browser ID (fbp) cookie – do not hash

Click ID (fbc) cookie – do not hash

"Can I use Custom Values for the Access Token and Pixel Id"?

Yes, Custom Values will work in those fields.

"Why don't I see test events in Facebook Business Manager"?

If you don’t see a test conversion, check the Diagnostics tab for any errors. A common issues we’ve seen is when FB has blocked the domain, so check Settings > Scroll to the bottom to “Domains In Your Allow List” where you should be able to approve the domain.

"Does the 'Test Workflow' button work with testing FB conversions"?

No, in order to test FB conversion API events, the workflow must be kicked off by an actual event (form/survey submissions, appointment, or a 2-Step order form submission).

"Why is Facebook reporting the conversion as "Custom Event" when I selected "Lead"?

This happens when you're sending test data (we're not sure why Facebook does this), but it will show "Lead" when you run a live conversion. 

Back to Blog
Facebook Conversions API Trigger in Workflows

Facebook Conversions API Trigger in Workflows

October 18, 20221 min read

FAQs:

"Which initial Workflow Triggers can I use the FB Conversions event with?"

The Facebook Conversions API trigger event works with the following initial Workflow Triggers: Form Submitted, Survey Submitted, Customer Booked Appointment, and Two Step Order.

For appointment, it will only work with “Customer Booked appointment”, not with “appointment”, as appointments is general trigger and “Customer Booked appointment” is the trigger for widget, click here to learn more.

"Which Event Details Parameters do we need to use"?

Event Source URL

"Which Customer Information Parameters can we use"?

Client IP address - do not hash

Client user agent - do not hash

Email Address

First Name

Surname

Browser ID (fbp) cookie – do not hash

Click ID (fbc) cookie – do not hash

"Can I use Custom Values for the Access Token and Pixel Id"?

Yes, Custom Values will work in those fields.

"Why don't I see test events in Facebook Business Manager"?

If you don’t see a test conversion, check the Diagnostics tab for any errors. A common issues we’ve seen is when FB has blocked the domain, so check Settings > Scroll to the bottom to “Domains In Your Allow List” where you should be able to approve the domain.

"Does the 'Test Workflow' button work with testing FB conversions"?

No, in order to test FB conversion API events, the workflow must be kicked off by an actual event (form/survey submissions, appointment, or a 2-Step order form submission).

"Why is Facebook reporting the conversion as "Custom Event" when I selected "Lead"?

This happens when you're sending test data (we're not sure why Facebook does this), but it will show "Lead" when you run a live conversion. 

Back to Blog

CRM

Facebook Conversions API Trigger in Workflows

Facebook Conversions API Trigger in Workflows

October 18, 20221 min read

FAQs:

"Which initial Workflow Triggers can I use the FB Conversions event with?"

The Facebook Conversions API trigger event works with the following initial Workflow Triggers: Form Submitted, Survey Submitted, Customer Booked Appointment, and Two Step Order.

For appointment, it will only work with “Customer Booked appointment”, not with “appointment”, as appointments is general trigger and “Customer Booked appointment” is the trigger for widget, click here to learn more.

"Which Event Details Parameters do we need to use"?

Event Source URL

"Which Customer Information Parameters can we use"?

Client IP address - do not hash

Client user agent - do not hash

Email Address

First Name

Surname

Browser ID (fbp) cookie – do not hash

Click ID (fbc) cookie – do not hash

"Can I use Custom Values for the Access Token and Pixel Id"?

Yes, Custom Values will work in those fields.

"Why don't I see test events in Facebook Business Manager"?

If you don’t see a test conversion, check the Diagnostics tab for any errors. A common issues we’ve seen is when FB has blocked the domain, so check Settings > Scroll to the bottom to “Domains In Your Allow List” where you should be able to approve the domain.

"Does the 'Test Workflow' button work with testing FB conversions"?

No, in order to test FB conversion API events, the workflow must be kicked off by an actual event (form/survey submissions, appointment, or a 2-Step order form submission).

"Why is Facebook reporting the conversion as "Custom Event" when I selected "Lead"?

This happens when you're sending test data (we're not sure why Facebook does this), but it will show "Lead" when you run a live conversion. 

Back to Blog
Facebook Conversions API Trigger in Workflows

Facebook Conversions API Trigger in Workflows

October 18, 20221 min read

FAQs:

"Which initial Workflow Triggers can I use the FB Conversions event with?"

The Facebook Conversions API trigger event works with the following initial Workflow Triggers: Form Submitted, Survey Submitted, Customer Booked Appointment, and Two Step Order.

For appointment, it will only work with “Customer Booked appointment”, not with “appointment”, as appointments is general trigger and “Customer Booked appointment” is the trigger for widget, click here to learn more.

"Which Event Details Parameters do we need to use"?

Event Source URL

"Which Customer Information Parameters can we use"?

Client IP address - do not hash

Client user agent - do not hash

Email Address

First Name

Surname

Browser ID (fbp) cookie – do not hash

Click ID (fbc) cookie – do not hash

"Can I use Custom Values for the Access Token and Pixel Id"?

Yes, Custom Values will work in those fields.

"Why don't I see test events in Facebook Business Manager"?

If you don’t see a test conversion, check the Diagnostics tab for any errors. A common issues we’ve seen is when FB has blocked the domain, so check Settings > Scroll to the bottom to “Domains In Your Allow List” where you should be able to approve the domain.

"Does the 'Test Workflow' button work with testing FB conversions"?

No, in order to test FB conversion API events, the workflow must be kicked off by an actual event (form/survey submissions, appointment, or a 2-Step order form submission).

"Why is Facebook reporting the conversion as "Custom Event" when I selected "Lead"?

This happens when you're sending test data (we're not sure why Facebook does this), but it will show "Lead" when you run a live conversion. 

Back to Blog

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Web Design

Facebook Conversions API Trigger in Workflows

Facebook Conversions API Trigger in Workflows

October 18, 20221 min read

FAQs:

"Which initial Workflow Triggers can I use the FB Conversions event with?"

The Facebook Conversions API trigger event works with the following initial Workflow Triggers: Form Submitted, Survey Submitted, Customer Booked Appointment, and Two Step Order.

For appointment, it will only work with “Customer Booked appointment”, not with “appointment”, as appointments is general trigger and “Customer Booked appointment” is the trigger for widget, click here to learn more.

"Which Event Details Parameters do we need to use"?

Event Source URL

"Which Customer Information Parameters can we use"?

Client IP address - do not hash

Client user agent - do not hash

Email Address

First Name

Surname

Browser ID (fbp) cookie – do not hash

Click ID (fbc) cookie – do not hash

"Can I use Custom Values for the Access Token and Pixel Id"?

Yes, Custom Values will work in those fields.

"Why don't I see test events in Facebook Business Manager"?

If you don’t see a test conversion, check the Diagnostics tab for any errors. A common issues we’ve seen is when FB has blocked the domain, so check Settings > Scroll to the bottom to “Domains In Your Allow List” where you should be able to approve the domain.

"Does the 'Test Workflow' button work with testing FB conversions"?

No, in order to test FB conversion API events, the workflow must be kicked off by an actual event (form/survey submissions, appointment, or a 2-Step order form submission).

"Why is Facebook reporting the conversion as "Custom Event" when I selected "Lead"?

This happens when you're sending test data (we're not sure why Facebook does this), but it will show "Lead" when you run a live conversion. 

Back to Blog
Facebook Conversions API Trigger in Workflows

Facebook Conversions API Trigger in Workflows

October 18, 20221 min read

FAQs:

"Which initial Workflow Triggers can I use the FB Conversions event with?"

The Facebook Conversions API trigger event works with the following initial Workflow Triggers: Form Submitted, Survey Submitted, Customer Booked Appointment, and Two Step Order.

For appointment, it will only work with “Customer Booked appointment”, not with “appointment”, as appointments is general trigger and “Customer Booked appointment” is the trigger for widget, click here to learn more.

"Which Event Details Parameters do we need to use"?

Event Source URL

"Which Customer Information Parameters can we use"?

Client IP address - do not hash

Client user agent - do not hash

Email Address

First Name

Surname

Browser ID (fbp) cookie – do not hash

Click ID (fbc) cookie – do not hash

"Can I use Custom Values for the Access Token and Pixel Id"?

Yes, Custom Values will work in those fields.

"Why don't I see test events in Facebook Business Manager"?

If you don’t see a test conversion, check the Diagnostics tab for any errors. A common issues we’ve seen is when FB has blocked the domain, so check Settings > Scroll to the bottom to “Domains In Your Allow List” where you should be able to approve the domain.

"Does the 'Test Workflow' button work with testing FB conversions"?

No, in order to test FB conversion API events, the workflow must be kicked off by an actual event (form/survey submissions, appointment, or a 2-Step order form submission).

"Why is Facebook reporting the conversion as "Custom Event" when I selected "Lead"?

This happens when you're sending test data (we're not sure why Facebook does this), but it will show "Lead" when you run a live conversion. 

Back to Blog

© TekMatix 2025

© TekMatix 2025