Connect Docugami and Klaviyo to Build Intelligent Automations
Choose a Trigger
When this happens...
Create Project
Create Docsets
Choose an Action
Automatically do this!
Get all Accounts
Find Profile
Create Profile
Create List
Add Profile to a List
Remove Profile from List
Update a Profile
Subscribe Profile
Send Campaign
Get catalog categories
List Catalog Items
Ready to use Docugami and Klaviyo automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Create Project
Triggers when new projects are created within the selected time interval.
Create Docsets
Triggers when new docsets are created within the selected time interval.
New Profile
Trigger when new profile is created.
Do thisActions
Action is the task that follows automatically within your Docugami integrations.
Create a docset
Create a docset in Docugami.
Create a project
Create a Project in Docugami.
Publish a project
Publish a project in Docugami.
Get all Accounts
Get an existing account details
Find Profile
Get a existing profile details by its Phone number.
Create Profile
Create a new profile
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Frequently Asked Questions
To start, connect both your Docugami and Klaviyo accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in Klaviyo (or vice versa).
Absolutely. You can customize how Docugami data is recorded in Klaviyo. This includes choosing which data fields go into which fields of Klaviyo, setting up custom formats, and filtering out unwanted information.
The data sync between Docugami and Klaviyo typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Docugami and Klaviyo. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Docugami
Enhance your document engineering processes with Docugami's specialized AI tools designed to transform how your business creates and understands documents.
Learn MoreAbout Klaviyo
Klaviyo is a powerful email and SMS marketing automation platform designed to help businesses grow by leveraging data-driven marketing strategies. It enables users to create personalized and targeted campaigns, track customer behavior, and analyze performance metrics to optimize marketing efforts.
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