Connect Klaviyo and DocuSeal to Build Intelligent Automations
Choose a Trigger
When this happens...
New Profile
Choose an Action
Automatically do this!
Create Template from HTML
Clone Template
Archive Template
Update Template
Create a submission
List all submitters
Find Submitter by Email
Create a submission from HTML
Ready to use Klaviyo and DocuSeal automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Profile
Trigger when new profile is created.
New Template
Triggers when new template is created.
Update Template
Triggers when new template is updated.
Submission Created
Triggers when form submission created.
Submission Completed
Triggers when form submission completed.
Form Completed
Triggers when the form is completed.
Do thisActions
Action is the task that follows automatically within your Klaviyo integrations.
Get all Accounts
Get an existing account details
Find Profile
Get a existing profile details by its Phone number.
Create a Profile
Create a new profile
Create a List
Create a new list
Add Profile to a List
Adds an existing profile to a list
Remove Profile from List
Removes a profile from the list.
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Frequently Asked Questions
To start, connect both your Klaviyo and DocuSeal accounts to viaSocket. Once connected, you can set up a workflow where an event in Klaviyo triggers actions in DocuSeal (or vice versa).
Absolutely. You can customize how Klaviyo data is recorded in DocuSeal. This includes choosing which data fields go into which fields of DocuSeal, setting up custom formats, and filtering out unwanted information.
The data sync between Klaviyo and DocuSeal 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 Klaviyo and DocuSeal. 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 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.
Learn MoreAbout DocuSeal
DocuSeal is a comprehensive digital signature and document management platform designed to streamline the process of signing, sending, and managing documents securely online. It offers a user-friendly interface for individuals and businesses to handle their document workflows efficiently, ensuring compliance and security.
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