Use Klaviyo Triggers and Actions in Workflows

Klaviyo steps connect your email and SMS marketing profiles, lists, and segments with workflows.

Triggers

All four poll about every five minutes:

• New event (filter by metric)
• New profile
• Profile added to list (filter by list)
• Profile added to segment (filter by segment)

Actions

• Profiles: Create, Update, Find, Subscribe, Unsubscribe.
• Lists: Create list, Find list, Add profile to list, Remove profile from list.
• Segments: Find segment.
• Tags: Find tags, and add or remove tags on lists and segments.
• Campaigns: Find campaigns, and Send campaign, which sends a draft you prepared in Klaviyo.

Consent matters

Creating or updating a profile does not change subscription status. Use Subscribe profile only when explicit consent was captured, and choose email and SMS separately. Adding someone to a list likewise affects only membership.

Connect and set up

1. In Automation > Workflows, add a Klaviyo step and click Connect Now, or go to Settings > Integrations.
2. Authorize your account.
3. Choose the list, segment, or metric for the trigger, then Test Trigger.
4. For Send campaign, finish the draft in Klaviyo first, then select it.
5. Save and publish.

Examples

• Turn a new Klaviyo signup into a Contact.
• Alert your team and tag the Contact when someone joins a VIP segment.
• After an opt-in form, subscribe the profile with the matching consent.

Good to know: Klaviyo usage such as profiles and SMS credits is billed by Klaviyo directly, separate from workflow usage.