--- title: "Connect Daftra and Klaviyo - APIANT.ai" description: "When \"Client Created\" fires in Daftra, your agent runs \"Add Categories to Catalog Item\" in Klaviyo, or \"New Event\" in Klaviyo to \"Add Invoice\" in Daftra." canonical: "https://apiant.ai/connect/daftra-to-klaviyo" --- # Connect Daftra and Klaviyo When **Client Created** fires in [Daftra](https://apiant.ai/connections/daftra), your agent runs **Add Categories to Catalog Item** in [Klaviyo](https://apiant.ai/connections/klaviyo), or **New Event** in Klaviyo to **Add Invoice** in Daftra. Describe the whole flow and it is built, tested on every scenario and kept running. Daftra **9** triggers Daftra **38** actions Klaviyo **2** triggers Klaviyo **138** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Daftra and Klaviyo to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Daftra and Klaviyo can do together ### From Daftra to Klaviyo - When **Client Created** in Daftra then **Add Categories to Catalog Item** in Klaviyo - When **Client Updated** in Daftra then **Add Items to Catalog Category** in Klaviyo ### From Klaviyo to Daftra - When **New Event** in Klaviyo then **Add Invoice** in Daftra - When **New or Updated Profile** in Klaviyo then **Add Invoice Payment** in Daftra Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Daftra and Klaviyo ## Triggers and actions 11 triggers · 176 actions - Trigger **Client Created** Triggers when a new client is added to your Daftra account. - Trigger **Client Updated** Triggers when a client is added or updated in Daftra. - Trigger **Estimate Updated** Triggers when an estimate (quote) is created or updated in Daftra. - Trigger **Invoice Created** Triggers when a new invoice (or debit note) is created in Daftra. - Trigger **Invoice Updated** Triggers when an invoice or debit note is created or updated in Daftra. - Trigger **Journal Created** Triggers when a new journal entry is created in Daftra. - Trigger **Journal Updated** Triggers when a journal entry is created or updated in Daftra. - Trigger **Product Created** Triggers when a new product is added in Daftra. - Trigger **Product Updated** Triggers when a product is added or updated in Daftra. - Action **Add Client** Creates a new client in Daftra and returns its id and client number. - Action **Add credit note** Creates a credit note for a client in Daftra, optionally against a source invoice, with line items. - Action **Add Estimate** Creates a new estimate (quote) for a client in Daftra, with optional line items. - Action **Add Expense** Creates an expense in Daftra with its amount, date, vendor, category and optional taxes, account splits and cost-center allocations. - Action **Add Invoice** Creates a sales invoice for a client in Daftra, with optional line items and payments, and returns the new invoice's id. - Action **Add Invoice Payment** Records a payment against an existing Daftra invoice and returns the new payment's id. - Action **Add Journal** Creates a manual double-entry journal entry with its debit and credit lines. Total debits must equal total credits. - Action **Add Product** Creates a new product, service or bundle in Daftra and returns its id. - Action **Add Refund Receipt** Creates a refund receipt against an existing invoice in Daftra, with optional refunded line items and refund payments. - Action **Add Supplier** Creates a new supplier in Daftra and returns its id. - Action **Delete Client** Deletes a client from Daftra. The client must have no invoices, payments or other related records. - Action **Delete credit note** Deletes a credit note in Daftra by its ID. - Action **Delete Estimate** Deletes an estimate (quote) in Daftra. Estimates already converted to an invoice or sales order cannot be deleted. - Action **Delete Expense** Deletes an expense in Daftra, along with its related accounting journal and attachments. - Action **Delete Invoice** Deletes a sales invoice in Daftra by its ID. - Action **Delete Invoice Payment** Deletes an invoice payment, re-adjusting the related invoice's paid total and the client's balance. - Action **Delete Product** Deletes a product, service or bundle in Daftra by its ID. - Action **Delete Refund Receipt** Deletes a refund receipt in Daftra by its ID. - Action **Delete Supplier** Deletes a supplier from Daftra. Suppliers referenced by purchase orders, expenses or other transactions cannot be deleted. - Action **Edit Client** Updates an existing client in Daftra. Only the fields you fill in are changed. - Action **Edit Estimate** Updates an existing estimate (quote) in Daftra, changing its client, date, currency, notes or line items. - Action **Edit Expense** Updates an existing expense in Daftra. Only the fields you fill in are changed. - Action **Edit Invoice** Updates an existing standard invoice in Daftra, including its header details, line items, payments and custom fields. - Action **Edit Invoice Payment** Updates an existing invoice payment in Daftra. Only the fields you fill in are changed. - Action **Edit Journal** Updates an existing journal entry in Daftra, replacing its debit and credit lines. - Action **Edit Product** Updates an existing product, service or bundle in Daftra. Only the fields you fill in are changed. - Action **Edit Refund Receipt** Updates an existing refund receipt in Daftra — its date, currency, store, notes or line items. - Action **Edit Supplier** Updates an existing supplier's business name, contact details, addresses and other details. - Action **Get client** Returns a single Daftra client by id, with its contact details, addresses, balances and custom field values. - Action **Get Expense** Returns a single expense by its id, including amount, taxes, totals, vendor, category, date and status. - Action **Get invoice** Returns a single standard invoice by ID, with its line items, payments, taxes, client and custom fields. - Action **Get Purchase Order** Returns a single purchase order by its ID, including its line items, supplier, taxes, payments and custom fields. - Action **Get Refund Receipt** Returns a single refund receipt by ID, including its line items, payments, taxes, custom fields and client. - Action **List clients** Returns a list of clients in your Daftra account, optionally filtered by keyword or assigned staff member. - Action **List estimates** Returns the account's estimates (quotes), most recent first, optionally filtered by client, number, status, amount, dates and more. - Action **List invoices** Returns a page of your Daftra invoices and debit notes, most recent first, optionally filtered by client, status, dates, amounts and more. - Action **List products** Returns a page of products and services in your Daftra account, optionally filtered by keyword, category, supplier, brand, stock status, barcode or product code. - Action **Update credit note** Updates an existing credit note in Daftra — its client, date, currency, store, notes or line items. - Trigger **New Event** Polling trigger. Fires when a new event (metric occurrence) is recorded, ordered by most-recent datetime. - Trigger **New or Updated Profile** Polling trigger. Fires when a profile is created or updated, ordered by most-recently updated. - Action **Add Categories to Catalog Item** Add Categories to Catalog Item - Action **Add Items to Catalog Category** Add Items to Catalog Category - Action **Add Profiles to List** Add Profiles to List - Action **Add Profile to List** Add an existing profile to a list by profile ID. - Action **Bulk Create Catalog Categories** Bulk Create Catalog Categories - Action **Bulk Create Catalog Items** Bulk Create Catalog Items - Action **Bulk Create Catalog Variants** Bulk Create Catalog Variants - Action **Bulk Create Coupon Codes** Bulk Create Coupon Codes - Action **Bulk Create Events** Bulk Create Events - Action **Bulk Delete Catalog Categories** Bulk Delete Catalog Categories - Action **Bulk Delete Catalog Items** Bulk Delete Catalog Items - Action **Bulk Delete Catalog Variants** Bulk Delete Catalog Variants - Action **Bulk Import Profiles** Bulk Import Profiles - Action **Bulk Subscribe Profiles** Bulk Subscribe Profiles - Action **Bulk Suppress Profiles** Bulk Suppress Profiles - Action **Bulk Unsubscribe Profiles** Bulk Unsubscribe Profiles - Action **Bulk Unsuppress Profiles** Bulk Unsuppress Profiles - Action **Bulk Update Catalog Categories** Bulk Update Catalog Categories - Action **Bulk Update Catalog Items** Bulk Update Catalog Items - Action **Bulk Update Catalog Variants** Bulk Update Catalog Variants - Action **Cancel Campaign Send** Cancel Campaign Send - Action **Clone Campaign** Clone Campaign - Action **Clone Template** Clone Template - Action **Create Back In Stock Subscription** Create Back In Stock Subscription - Action **Create Campaign** Create Campaign - Action **Create Campaign Clone** Create Campaign Clone - Action **Create Catalog Category** Create Catalog Category - Action **Create Catalog Item** Create Catalog Item - Action **Create Catalog Variant** Create Catalog Variant - Action **Create Coupon** Create Coupon - Action **Create Coupon Code** Create Coupon Code - Action **Create Event** Track an event for a profile (e.g. a custom metric like "Placed Order"). - Action **Create Flow** Create Flow - Action **Create List** Create a new list. - Action **Create or Update Profile** Create a profile if it doesn't exist, otherwise update the matching profile (upsert by email/phone/id). - Action **Create Profile** Create a new profile. Errors if a profile with the email already exists. - Action **Create Segment** Create Segment - Action **Create Tag** Create Tag - Action **Create Template** Create Template - Action **Delete Campaign** Delete Campaign - Action **Delete Catalog Category** Delete Catalog Category - Action **Delete Catalog Item** Delete Catalog Item - Action **Delete Catalog Variant** Delete Catalog Variant - Action **Delete Coupon** Delete Coupon - Action **Delete Coupon Code** Delete Coupon Code - Action **Delete Flow** Delete Flow - Action **Delete List** Delete List - Action **Delete Segment** Delete Segment - Action **Delete Tag** Delete Tag - Action **Delete Template** Delete Template - Action **Get Campaign** Get Campaign - Action **Get Campaign Recipient Estimation** Get Campaign Recipient Estimation - Action **Get Campaigns** Get Campaigns - Action **Get Catalog Categories** Get Catalog Categories - Action **Get Catalog Category** Get Catalog Category - Action **Get Catalog Item** Get Catalog Item - Action **Get Catalog Items** Get Catalog Items - Action **Get Catalog Variant** Get Catalog Variant - Action **Get Catalog Variants** Get Catalog Variants - Action **Get Coupon** Get Coupon - Action **Get Coupon Code** Get Coupon Code - Action **Get Coupon Codes** Get Coupon Codes - Action **Get Coupons** Get Coupons - Action **Get Event** Get Event - Action **Get Events** Retrieve events, optionally filtered (e.g. by metric or profile). - Action **Get Flow** Get Flow - Action **Get Flows** Get Flows - Action **Get Flows Triggered by List** Get Flows Triggered by List - Action **Get Flows Triggered by Metric** Get Flows Triggered by Metric - Action **Get Flows Triggered by Segment** Get Flows Triggered by Segment - Action **Get Form** Get Form - Action **Get Forms** Get Forms - Action **Get Form Version** Get Form Version - Action **Get Image** Get Image - Action **Get Images** Get Images - Action **Get List** Get List - Action **Get List Profiles** Get all profiles that are members of a given list. - Action **Get Lists** Retrieve all lists in the account. - Action **Get Metric** Get Metric - Action **Get Metrics** Retrieve all metrics in the account. - Action **Get Profile** Get Profile - Action **Get Profile by Email** Fetch a single profile by its email address. Emits empty values if no profile is found. - Action **Get Profile by ID** Fetch a single profile by its Klaviyo profile ID. - Action **Get Profiles** List profiles, optionally filtered by email or other attributes. - Action **Get Push Tokens** Get Push Tokens - Action **Get Reviews** Get Reviews - Action **Get Segment** Get Segment - Action **Get Segment Profiles** Get all profiles in a given segment. - Action **Get Segments** Retrieve all segments in the account. - Action **Get Tag** Get Tag - Action **Get Tags** Get Tags - Action **Get Template** Get Template - Action **Get Templates** Get Templates - Action **Merge Profiles** Merge Profiles - Action **Query Campaign Values** Query Campaign Values - Action **Query Flow Series** Query Flow Series - Action **Query Flow Values** Query Flow Values - Action **Query Form Series** Query Form Series - Action **Query Form Values** Query Form Values - Action **Query Metric Aggregates** Query Metric Aggregates - Action **Query Segment Series** Query Segment Series - Action **Query Segment Values** Query Segment Values - Action **Refresh Campaign Recipient Estimation** Refresh Campaign Recipient Estimation - Action **Remove Categories from Catalog Item** Remove Categories from Catalog Item - Action **Remove Items from Catalog Category** Remove Items from Catalog Category - Action **Remove Profile from List** Remove a profile from a list by profile ID. - Action **Remove Profiles from List** Remove Profiles from List - Action **Remove Tag from Campaigns** Remove Tag from Campaigns - Action **Remove Tag from Flows** Remove Tag from Flows - Action **Remove Tag from Lists** Remove Tag from Lists - Action **Remove Tag from Segments** Remove Tag from Segments - Action **Render Template** Render Template - Action **Request Profile Deletion** Request Profile Deletion - Action **Send Campaign** Send Campaign - Action **Subscribe Profile** Subscribe a profile (email/SMS consent) to a given list. - Action **Suppress Profile** Suppress a profile from receiving email marketing (global suppression). - Action **Tag Campaigns** Tag Campaigns - Action **Tag Flows** Tag Flows - Action **Tag Lists** Tag Lists - Action **Tag Segments** Tag Segments - Action **Unsubscribe Profile** Unsubscribe a profile from email/SMS marketing for a given list. - Action **Update Campaign** Update Campaign - Action **Update Catalog Category** Update Catalog Category - Action **Update Catalog Item** Update Catalog Item - Action **Update Catalog Variant** Update Catalog Variant - Action **Update Categories for Catalog Item** Update Categories for Catalog Item - Action **Update Coupon** Update Coupon - Action **Update Coupon Code** Update Coupon Code - Action **Update Flow Status** Update Flow Status - Action **Update Image** Update a Klaviyo image. Reads the image first, overlays only the values you supply, then saves the merged result — so anything you leave blank keeps its current value. - Action **Update Items for Catalog Category** Update Items for Catalog Category - Action **Update List** Update List - Action **Update Profile** Update an existing profile by its Klaviyo profile ID. - Action **Update Segment** Update Segment - Action **Update Tag** Update Tag - Action **Update Template** Update Template - Action **Upload Image From File** Upload Image From File - Action **Upload Image From URL** Upload Image From URL ## Each app on its own - [ **Daftra** Daftra is a cloud ERP and accounting software designed exclusively for small and medium companies and their...](https://apiant.ai/connections/daftra) - [ **Klaviyo** Klaviyo is a marketing automation platform for email and SMS.](https://apiant.ai/connections/klaviyo) Reviews ## What our customers say ## More from Daftra - [ **Daftra to Zenvoices** Zenvoices is an application for tracking, processing, and documenting finance-related administrative tasks.](https://apiant.ai/connect/daftra-to-zenvoices) - [ **Daftra to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/daftra-to-hubspot) - [ **Daftra to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/daftra-to-salesforce) - [ **Daftra to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/daftra-to-slack) - [ **Daftra to Google Sheets** Google Sheets](https://apiant.ai/connect/daftra-to-google-sheets) - [ **Daftra to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/daftra-to-gmail) ## More into Klaviyo - [ **HubSpot to Klaviyo** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-klaviyo) - [ **ActiveCampaign to Klaviyo** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-klaviyo) - [ **JIRA to Klaviyo** Atlassian JIRA Cloud — issue tracking and project management.](https://apiant.ai/connect/jira-to-klaviyo) - [ **Intercom to Klaviyo** Intercom is a customer communications platform for support, engagement, and marketing.](https://apiant.ai/connect/intercom-to-klaviyo) - [ **Freshdesk to Klaviyo** Freshdesk is a cloud-based customer support and helpdesk platform.](https://apiant.ai/connect/freshdesk-to-klaviyo) - [ **Webflow to Klaviyo** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/webflow-to-klaviyo) Questions ## Daftra and Klaviyo, answered ### ### What can start an automation from Daftra? Any of Daftra's 9 triggers in the catalog, including Client Created, Client Updated, Estimate Updated and Invoice Created. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Klaviyo when something happens in Daftra? Any of Klaviyo's 138 actions, including Create Back In Stock Subscription, Create Campaign, Create Campaign Clone and Create Catalog Category. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Klaviyo to Daftra? Yes. When something happens in Klaviyo, your agent can act in Daftra too. This page covers both directions: Klaviyo's triggers and Daftra's actions are listed here as well. ### ### Do I have to build a connector for Daftra or Klaviyo? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Daftra and Klaviyo without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.