Connect Klaviyo and PandaDoc to Build Intelligent Automations
Choose a Trigger
When this happens...
New Profile
Choose an Action
Automatically do this!
Find Document
Get Document by ID
Create/Update Contact
Create Document
Get Document Attachments
Create Attachment
Ready to use Klaviyo and PandaDoc automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Profile
Trigger when new profile is created.
Document Status Changed
Triggers when the document status changes.
Document Deleted
Triggers when a document is deleted
Template Created
Triggers when a template is created
Template Deleted
Triggers when a template us deleted
Document Created
Triggers when a document is Created.
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 PandaDoc accounts to viaSocket. Once connected, you can set up a workflow where an event in Klaviyo triggers actions in PandaDoc (or vice versa).
Absolutely. You can customize how Klaviyo data is recorded in PandaDoc. This includes choosing which data fields go into which fields of PandaDoc, setting up custom formats, and filtering out unwanted information.
The data sync between Klaviyo and PandaDoc 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 PandaDoc. 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 PandaDoc
Pandadoc is a comprehensive document management platform that streamlines the process of creating, sending, and eSigning documents online. It is designed to enhance productivity and efficiency in managing proposals, quotes, contracts, and other business documents.
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