--- title: "Connect Klaviyo and Metaview - APIANT.ai" description: "When \"New Event\" fires in Klaviyo, your agent runs \"Send sourcing message\" in Metaview." canonical: "https://apiant.ai/connect/klaviyo-to-metaview" --- # Connect Klaviyo and Metaview When **New Event** fires in [Klaviyo](https://apiant.ai/connections/klaviyo), your agent runs **Send sourcing message** in [Metaview](https://apiant.ai/connections/metaview), or **New Conversation** in Metaview to **Add Categories to Catalog Item** in Klaviyo. Describe the whole flow and it is built, tested on every scenario and kept running. Klaviyo **2** triggers Klaviyo **138** actions Metaview **1** trigger Metaview **31** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Klaviyo and Metaview 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 Klaviyo and Metaview can do together ### From Klaviyo to Metaview - When **New Event** in Klaviyo then **Send sourcing message** in Metaview - When **New or Updated Profile** in Klaviyo then **Create AI field** in Metaview ### From Metaview to Klaviyo - When **New Conversation** in Metaview then **Add Categories to Catalog Item** in Klaviyo - When **New Conversation** in Metaview then **Add Items to Catalog Category** in Klaviyo 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 Klaviyo and Metaview ## Triggers and actions 3 triggers · 169 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 **New Conversation** Triggers when a new conversation is available in Metaview. - Action **Build chart** Creates a visual chart from conversation data with optional filtering, grouping, and timezone adjustment. - Action **Check enrichment status** Returns enrichment status and usage metrics for candidate data, with options to scope by person or enrichment type. - Action **Create AI field** Creates a new AI-powered field that analyzes conversations to answer a custom question, with configurable value type. - Action **Create report** Builds a report from conversations with filtering, metrics, grouping, and custom field inclusion. - Action **Fetch candidates** Looks up candidate information by ID, LinkedIn URL, email, or phone number in bulk. - Action **Find candidate's sequences** Finds which outreach sequences a candidate is enrolled in using their ID, LinkedIn URL, email, or phone. - Action **Get note template** Returns a note generation template by ID for use in automating note creation. - Action **Get search details** Retrieves configuration and results for a sourcing search by ID. - Action **Get sourcing analytics** Returns sourcing analytics and metrics grouped by user, search, or date range with filtering options. - Action **Get sourcing messages** Lists outreach messages sent in a sourcing search with pagination support. - Action **Get User Context** Returns information about the connected user account and available features. - Action **Give sourcing feedback** Submits feedback on candidates from a sourcing search, optionally linking to the search that sourced them. - Action **Group conversations** Groups recorded conversations by a field (like recruiter, stage, or outcome) and returns counts and metrics per group. - Action **List application reviews** Returns a list of application reviews, optionally filtering by name or showing only active ones. - Action **List ATS jobs** Returns ATS job postings, optionally filtered by job title. - Action **List ATS stages** Returns hiring pipeline stages for a job, or workspace-level stages if no job is specified. - Action **List available fields** Returns available data fields for reports, optionally filtered by name. - Action **List candidates in sequence** Returns candidates enrolled in a sequence, with optional enrollment status and per-step delivery details. - Action **List field values** Returns distinct values for a field across conversations, useful for building filters or dropdowns. - Action **List mailboxes** Returns email mailboxes available in this Metaview workspace. - Action **List note template folders** Returns folders of note templates organized in the workspace. - Action **List note templates** Returns note templates available in the workspace, optionally filtered by name or with full section details. - Action **List sequences** Returns candidate sequences, optionally filtered by name, creator, or status; includes full configuration if requested. - Action **List sourcing candidates** Returns candidates from a specified sourcing search with optional filtering by pack, feedback status, and detail level. - Action **List sourcing searches** Returns all sourcing searches with optional pagination. - Action **Manage candidate sequence** Adds, pauses, resumes, cancels, removes, or updates candidate enrollments in a recruitment sequence. - Action **Manage note template** Creates, updates, or deletes call note templates with customizable sections for structured note-taking. - Action **Manage sequence** Creates, updates, duplicates, or deletes recruitment sequences. - Action **Search conversations** Searches call conversations with optional filtering, sorting, and field selection. - Action **Search reports** Searches reports by name, category, or ID with optional full configuration details. - Action **Send sourcing message** Starts or continues a sourcing or research search with a message to the AI agent. ## Each app on its own - [ **Klaviyo** Klaviyo is a marketing automation platform for email and SMS.](https://apiant.ai/connections/klaviyo) - [ **Metaview** Metaview writes your recruiting notes for you so you can save time and focus on high-quality interactions...](https://apiant.ai/connections/metaview) Reviews ## What our customers say ## More from Klaviyo - [ **Klaviyo to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/klaviyo-to-salesforce) - [ **Klaviyo to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/klaviyo-to-slack) - [ **Klaviyo to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/klaviyo-to-mailchimp) - [ **Klaviyo to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/klaviyo-to-shopify) - [ **Klaviyo to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/klaviyo-to-quickbooks-online) - [ **Klaviyo to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/klaviyo-to-pipedrive) ## More into Metaview - [ **HubSpot to Metaview** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-metaview) - [ **Google Sheets to Metaview** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-metaview) - [ **Gmail to Metaview** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-metaview) - [ **Google Drive to Metaview** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-metaview) - [ **Mailchimp to Metaview** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-metaview) - [ **ActiveCampaign to Metaview** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-metaview) Questions ## Klaviyo and Metaview, answered ### ### What can start an automation from Klaviyo? Any of Klaviyo's 2 triggers in the catalog, including New Event and New or Updated Profile. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Metaview when something happens in Klaviyo? Any of Metaview's 31 actions, including Create AI field, Create report, Send sourcing message and Build chart. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Metaview to Klaviyo? Yes. When something happens in Metaview, your agent can act in Klaviyo too. This page covers both directions: Metaview's triggers and Klaviyo's actions are listed here as well. ### ### Do I have to build a connector for Klaviyo or Metaview? 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 Klaviyo and Metaview 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.