Connect Klaviyo and Docusign
Integrate Klaviyo with Docusign to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get All Accounts from Klaviyo when New Envelope Completed in DocuSign
Find Profile in Klaviyo when New Envelope Completed in DocuSign
Create Profile in Klaviyo when New Envelope Completed in DocuSign
Create List in Klaviyo when New Envelope Completed in DocuSign
Add Profiles to a List in Klaviyo when New Envelope Completed in DocuSign
Popular Klaviyo + Docusign flows
Start from a real workflow other teams are already running.
Choose a trigger
Klaviyo
When this happens...
New Profile
New Event
New Campaign
Choose an action
Docusign
Automatically do this!
Create Workspace
Update Workspace
Delete Workspace
List/Search Workspace
Create a Bulk Send List
Create Template
Update Template
Create Signing Group
Add User to Signing Group
Update Signing Group
Delete Signing Group
Create Bulk Send Request
Delete Bulk Send List
List/Search Bulk Send List
List/Search temaplate
Get All Accounts from Klaviyo when New Envelope Completed in DocuSign
Use this flowFind Profile in Klaviyo when New Envelope Completed in DocuSign
Use this flowCreate Profile in Klaviyo when New Envelope Completed in DocuSign
Use this flowCreate List in Klaviyo when New Envelope Completed in DocuSign
Use this flowAdd Profiles to a List in Klaviyo when New Envelope Completed in DocuSign
Use this flowRemove Profile from List in Klaviyo when New Envelope Completed in DocuSign
Use this flowUpdate a Profile in Klaviyo when New Envelope Completed in DocuSign
Use this flowSubscribe Profile in Klaviyo when New Envelope Completed in DocuSign
Use this flowSend Campaign in Klaviyo when New Envelope Completed in DocuSign
Use this flowGet Catalog Categories from Klaviyo when New Envelope Completed in DocuSign
Use this flowSupported Triggers & Actions
Everything you can automate between Klaviyo and Docusign.
When this happensTriggers
A trigger is an event that starts a workflow.
New Profile
Runs when new profile is created. Polls at the configured interval.
New Event
Runs when new event is received in Klaviyo, allowing setting of time window and handling paginated results.
New Campaign
Runs when new campaign is created in a selected channel; supports polling interval and pagination.
New Envelope Completed
Runs when an envelope is completed after all recipients have signed.
New Envelope Sent
Runs when an envelope is sent to recipients for signature.
New Envelope Created
Runs when a new envelope is created as a draft and not yet sent.
Do thisActions
Action is the task that follows automatically within your Klaviyo integrations.
Get All Accounts
Retrieve all Klaviyo accounts accessible with your API key.
Find Profile
Get a existing profile details by its Phone number.
Create Profile
Create a Klaviyo profile with email, phone, name, location, external ID, and custom properties.
Create List
Create a new list and set its name and optional opt-in process.
Add Profiles to a List
Adds one or more existing profiles to a chosen list.
Remove Profile from List
Removes a profile from the list.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 moreSimilar apps
About Docusign
DocuSign1 allows you to streamline your document signing process by integrating with DocuSign. Easily send, sign, and manage documents electronically, ensuring a secure and efficient workflow.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Klaviyo and Docusign accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Klaviyo and Docusign as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Docusign. No coding required.
Yes. You can set up a workflow where Klaviyo triggers actions in Docusign, and a separate workflow where Docusign triggers actions in Klaviyo. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Klaviyo and Docusign. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Klaviyo and Docusign integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
