Integration

Connect Klaviyo to Capsule CRM

When something happens in Klaviyo, your agent does the next thing in Capsule CRM. Describe it in plain language and the automation is built, tested on every branch and kept running.

Klaviyo2 triggersKlaviyo138 actionsCapsule CRM8 triggersCapsule CRM62 actions

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What do you want Klaviyo and Capsule CRM to do together?

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Everything your agent can do with Klaviyo and Capsule CRM

Triggers and actions 10 triggers · 200 actions

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
Trigger
List projects
list projects (cases/kases), surfacing new ones over time
Trigger
List tasks
list tasks, surfacing new ones over time
Trigger
New case
Polls for newly created cases in Capsule CRM.
Trigger
New opportunity
Polls for newly created opportunities in Capsule CRM.
Trigger
New organization
Polls for newly created organizations in Capsule CRM.
Trigger
New person
Polls for newly created people in Capsule CRM.
Trigger
New task
Polls for newly created tasks in Capsule CRM.
Trigger
New user
Polls for newly created user accounts in Capsule CRM.
Action
Add additional party to opportunity
add an additional party to an opportunity
Action
Add Task
Add a task in Capsule CRM (POST /api/v2/tasks), optionally linked to a party.
Action
Complete a task
Marks a task as completed in Capsule CRM.
Action
Create a case
Creates a new case (kase) in Capsule CRM, optionally linked to a party.
Action
Create a new task for organization
This action creates a new task for the specified organization.
Action
Create an open case for organization
This action creates a new open case for the specified organization.
Action
Create an open case for person
This action creates a new open case for the specified person.
Action
Create an organization
Creates a new organization party in Capsule CRM.
Action
Create a note
Creates a new note (entry) attached to a party, opportunity, or case in Capsule CRM.
Action
Create a person
Creates a new person party in Capsule CRM.
Action
Create a tag for organization
This action creates a new tag for the specified organization.
Action
Create a tag for person
This action creates a new tag for the specified person.
Action
Create entry
create an activity entry
Action
Create opportunity
create an opportunity
Action
Create party
create a party (person or organization)
Action
Create project
create a project (case)
Action
Create tag
create a tag for an entity type
Action
Delete a party
Deletes a party by id in Capsule CRM.
Action
Delete entry
delete an activity entry
Action
Delete opportunity
delete an opportunity
Action
Delete project
delete a project
Action
Delete tag
delete a tag
Action
Delete task
delete a task
Action
Get Party
Get a party (person or organization) in Capsule CRM, including its custom fields both raw and flattened by field-definition id.
Action
List additional parties for opportunity
list additional parties on an opportunity
Action
List cases
Lists cases (kases) in Capsule CRM.
Action
List deleted opportunities
list deleted opportunities
Action
List deleted parties
list deleted parties
Action
List deleted projects
list deleted projects
Action
List employees of party
list people employed at an organization party
Action
List entries by date
list activity entries by date
Action
List entries for entity
list activity entries for a party/opportunity/project
Action
List opportunities
Lists sales opportunities in Capsule CRM.
Action
List opportunities by party
list opportunities for a party
Action
List parties
Lists parties (people and organizations) in Capsule CRM.
Action
List projects associated with opportunity
list projects associated with an opportunity
Action
List projects by party
list projects for a party
Action
List tags
list tags for an entity type
Action
List teams
list teams
Action
List tracks for entity
list tracks for an entity
Action
List users
list users
Action
Remove additional party from opportunity
remove an additional party from an opportunity
Action
Run filter query
run a saved/ad-hoc filter query for an entity
Action
Search opportunities
search opportunities
Action
Search parties
Searches parties by a free-text query in Capsule CRM.
Action
Search projects
search projects
Action
Show current user
get the authenticated user
Action
Show entry
retrieve an activity entry by ID
Action
Show opportunity
retrieve an opportunity by ID
Action
Show project
retrieve a project by ID
Action
Show site config
get account/site configuration
Action
Show tag
retrieve a tag by ID
Action
Show task
retrieve a task by ID
Action
Show user
retrieve a user by ID
Action
Update entry
update an activity entry
Action
Update opportunity
update an opportunity
Action
Update party
update a party
Action
Update project
update a project
Action
Update tag
update a tag
Action
Update task
update a task
Action
Update user
update a user
Action
Upload attachment
upload an attachment

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