Retrieve and notify campaign reports from Meta Ads (Facebook) based on Typeform responses

Launch this workflow to connect Meta Ads (Facebook) !

■Overview

Do you spend too much time manually reviewing Meta Ads performance based on responses collected through Typeform and sharing the results with stakeholders?
With this workflow, a Typeform form submission triggers the automatic retrieval of a Meta Ads (Facebook) campaign report and sends a notification to Discord.
Save time on report creation and sharing, and keep everyone informed faster.

■Who This Template Is For

Anyone who connects Typeform with Meta Ads (Facebook) and currently creates and shares reports manually
Marketing professionals who want to build a system for quickly sharing ad campaign results with stakeholders
Anyone who wants to automate routine reporting tasks and focus on core work such as analysis and strategy planning

■Benefits of This Template

Automate everything from retrieving the report to sending the notification after a Typeform response, reducing the time spent on manual reviews and sharing.
Prevent human errors such as missed report retrievals and incorrect notification details, ensuring accurate information sharing.

■Workflow Overview

First, connect Typeform, Meta Ads (Facebook), and Discord to Yoom.
Next, select Typeform as the trigger and set the action to “When a form is submitted.”
Then, set the Meta Ads (Facebook) “Create campaign report” action as an operation.
Next, set the Meta Ads (Facebook) “Retrieve campaign report” action as an operation.
Finally, set the Discord “Send message” action as an operation and send the retrieved report information to the designated channel.

※“Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.

■Customization Options

In the Typeform trigger settings, specify the ID or tag of the form you want to use as the trigger.
In the Meta Ads (Facebook) action for creating a campaign report, specify the ID of the campaign and the start and end dates for the reporting period.
In the Discord action for sending a message, customize the destination channel ID and message content as needed.

■Notes

Connect each of Typeform, Meta Ads (Facebook), and Discord to Yoom.

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About the Apps

Meta Ads (Facebook)

At Yoom, it is possible to utilize Meta Ads (Facebook) API without any coding. You can automate tasks such as obtaining report information like account reports and ad group reports from Meta Ads (Facebook) and extracting the report content into spreadsheets daily.

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