form_submitted, demo_booked, or purchase from your site, then pick it as the trigger when you build a playbook.
If you’re coming from RB2B
RB2B, like our own integrations, sends identified visitors out to your tools. Event tokens add the other direction: your site can send an event back in, and Squid ID acts on it. That inbound step is what lets outreach stop on its own when a person converts, and it’s an extra capability rather than a like-for-like feature.| RB2B | Squid ID | |
|---|---|---|
| Send identified visitors out | Yes | Yes |
| Take events back in from your site | Not provided | Post events to a per-site endpoint |
| Start a playbook from an event | Not provided | A form submit or booked demo can begin a sequence |
| Stop a playbook from an event | Not provided | A conversion pulls the person out of every campaign |
| Tokens | Not applicable | Multiple named tokens per site, rotate and revoke like API keys |
Why this matters. Squid ID knows who is on your site. Your site is the only thing that knows what they did next. Feeding those events back is what closes the loop: a form submit stops the cold campaign automatically instead of you remembering to, and a booked demo kicks off the right follow-up the moment it happens.
What you’d use it for
The event is whatever is meaningful on your site. Common ones:form_submitted/demo_booked: someone converts. Stop the campaigns they’re in so you’re not still cold-emailing a warm lead, and start the right follow-up.purchase/order_placed: they bought. Suppress outreach and hand off to your CRM playbooks.quote_requested/call_booked: a high-intent action. Kick off a priority sequence.signed_up/trial_started: if you do run an app, the classic SaaS conversions work too.- Any custom milestone your site tracks: start a re-engagement touch.
The endpoint
Send events with an HTTP POST tohttps://id-api.asksquid.ai/api/events. The token goes in the Authorization header, the event in a small JSON body.
202. A bad token returns 401, and a payload that fails validation returns 422 with the reason.
Run it live with your own token in the Send an event API playground.
The event payload
Why email is required
email is how Squid ID knows which person the event is about. It is the join between an event from your site and a person Squid ID identified on your site. When you send form_submitted for jane@acme.com, Squid ID acts on that exact person: it stops any playbook she is in that ends on that event, and starts any playbook triggered by it.
Use the same email your site knows the person by, and the one they match on in Squid ID. If the email on the event differs from the email Squid ID resolved for that visitor, the two will not link. An event with no email has no one to act on, so it is rejected.
properties is only context, like the plan or the amount. It never changes who the event is about. Only email does that.
One event, two jobs
A single event does both sides of the loop at once, and each side is a no-op unless a playbook opts in:- It stops any playbook whose exit is that event name. Send
convertedand anyone in a campaign that ends onconvertedis pulled out and suppressed in the tool. - It starts any playbook triggered by that event name.
form_submitted can both stop your cold campaign and start a warmer follow-up.
Create a token
Only an Owner or Admin can manage event tokens. Tokens are scoped to one website. Issuing a token requires the Workflows add-on (which starts with a free trial).1
Open Event tokens
Go to Settings → Event tokens and click New token.
2
Name it
Give it a short label, up to 20 characters, so you can tell tokens apart later, for example “Production” or “Staging”.
3
Copy it once
Click Create token. The full token is shown one time only.
Use an event as a trigger
Once an event has been sent, it becomes available as a trigger when you build a playbook.1
Send the event at least once
Post it to the endpoint above. Squid ID records the event name the first time it sees it.
2
Add a playbook
In Settings → Workflows, pick a scenario, then choose When I send a custom event as the trigger.
3
Choose the event
Pick the event from the list of ones you’ve sent.
You can only trigger on an event you have already sent. The picker lists the events Squid ID has seen, and choosing one you have never sent is rejected. This stops playbooks that would silently never fire because of a typo in the event name.
Validation, limits, and retention
Every event is checked at the edge before it reaches anything, so a malformed or oversized payload is rejected rather than stored.eventmust match the safe pattern above, up to 64 characters.emailmust be a valid address.propertiesis optional and shallow: up to 30 keys, string, number, or boolean values only, no nesting, under 8 KB total.- Requests are rate limited per token and per IP.
- Events are a trigger buffer, not a log. They are validated on the way in and purged after 24 hours. What persists is the effect (a playbook started or stopped) and the catalog of event names you’ve sent.
Revoke a token
On Settings → Event tokens, click Revoke on any token and confirm. Any app sending events with that token immediately starts getting401, and playbooks that trigger on those events stop receiving them. This cannot be undone, so if you are rotating, create the new token first.
