Integration
Connect Klaviyo and QuickBooks Online
When New Event fires in Klaviyo, your agent runs Get customer by ID in QuickBooks Online, or New customer in QuickBooks Online to Add Categories to Catalog Item in Klaviyo. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Klaviyo and QuickBooks Online to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Connecting QuickBooks Online and Klaviyo lets billing activity feed your marketing lists. Paid invoices, new customers and estimates in QuickBooks Online can create or update Klaviyo profiles, add them to lists and record events, while Klaviyo events can post sales receipts or look up customers back in QuickBooks Online.
Example flows
What Klaviyo and QuickBooks Online can do together
From Klaviyo to QuickBooks Online
When New Event in Klaviyo
then Get customer by ID in QuickBooks Online
When New or Updated Profile in Klaviyo
then Create customer in QuickBooks Online
From QuickBooks Online to Klaviyo
When New customer in QuickBooks Online
then Add Categories to Catalog Item in Klaviyo
When New paid invoice in QuickBooks Online
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 QuickBooks Online
Triggers and actions 13 triggers · 183 actions
Trigger
New EventPolling trigger. Fires when a new event (metric occurrence) is recorded, ordered by most-recent datetime.
Trigger
New or Updated ProfilePolling trigger. Fires when a profile is created or updated, ordered by most-recently updated.
Action
Add Categories to Catalog ItemAdd Categories to Catalog Item
Action
Add Items to Catalog CategoryAdd Items to Catalog Category
Action
Add Profiles to ListAdd Profiles to List
Action
Add Profile to ListAdd an existing profile to a list by profile ID.
Action
Bulk Create Catalog CategoriesBulk Create Catalog Categories
Action
Bulk Create Catalog ItemsBulk Create Catalog Items
Action
Bulk Create Catalog VariantsBulk Create Catalog Variants
Action
Bulk Create Coupon CodesBulk Create Coupon Codes
Action
Bulk Create EventsBulk Create Events
Action
Bulk Delete Catalog CategoriesBulk Delete Catalog Categories
Action
Bulk Delete Catalog ItemsBulk Delete Catalog Items
Action
Bulk Delete Catalog VariantsBulk Delete Catalog Variants
Action
Bulk Import ProfilesBulk Import Profiles
Action
Bulk Subscribe ProfilesBulk Subscribe Profiles
Action
Bulk Suppress ProfilesBulk Suppress Profiles
Action
Bulk Unsubscribe ProfilesBulk Unsubscribe Profiles
Action
Bulk Unsuppress ProfilesBulk Unsuppress Profiles
Action
Bulk Update Catalog CategoriesBulk Update Catalog Categories
Action
Bulk Update Catalog ItemsBulk Update Catalog Items
Action
Bulk Update Catalog VariantsBulk Update Catalog Variants
Action
Cancel Campaign SendCancel Campaign Send
Action
Clone CampaignClone Campaign
Action
Clone TemplateClone Template
Action
Create Back In Stock SubscriptionCreate Back In Stock Subscription
Action
Create CampaignCreate Campaign
Action
Create Campaign CloneCreate Campaign Clone
Action
Create Catalog CategoryCreate Catalog Category
Action
Create Catalog ItemCreate Catalog Item
Action
Create Catalog VariantCreate Catalog Variant
Action
Create CouponCreate Coupon
Action
Create Coupon CodeCreate Coupon Code
Action
Create EventTrack an event for a profile (e.g. a custom metric like "Placed Order").
Action
Create FlowCreate Flow
Action
Create ListCreate a new list.
Action
Create or Update ProfileCreate a profile if it doesn't exist, otherwise update the matching profile (upsert by email/phone/id).
Action
Create ProfileCreate a new profile. Errors if a profile with the email already exists.
Action
Create SegmentCreate Segment
Action
Create TagCreate Tag
Action
Create TemplateCreate Template
Action
Delete CampaignDelete Campaign
Action
Delete Catalog CategoryDelete Catalog Category
Action
Delete Catalog ItemDelete Catalog Item
Action
Delete Catalog VariantDelete Catalog Variant
Action
Delete CouponDelete Coupon
Action
Delete Coupon CodeDelete Coupon Code
Action
Delete FlowDelete Flow
Action
Delete ListDelete List
Action
Delete SegmentDelete Segment
Action
Delete TagDelete Tag
Action
Delete TemplateDelete Template
Action
Get CampaignGet Campaign
Action
Get Campaign Recipient EstimationGet Campaign Recipient Estimation
Action
Get CampaignsGet Campaigns
Action
Get Catalog CategoriesGet Catalog Categories
Action
Get Catalog CategoryGet Catalog Category
Action
Get Catalog ItemGet Catalog Item
Action
Get Catalog ItemsGet Catalog Items
Action
Get Catalog VariantGet Catalog Variant
Action
Get Catalog VariantsGet Catalog Variants
Action
Get CouponGet Coupon
Action
Get Coupon CodeGet Coupon Code
Action
Get Coupon CodesGet Coupon Codes
Action
Get CouponsGet Coupons
Action
Get EventGet Event
Action
Get EventsRetrieve events, optionally filtered (e.g. by metric or profile).
Action
Get FlowGet Flow
Action
Get FlowsGet Flows
Action
Get Flows Triggered by ListGet Flows Triggered by List
Action
Get Flows Triggered by MetricGet Flows Triggered by Metric
Action
Get Flows Triggered by SegmentGet Flows Triggered by Segment
Action
Get FormGet Form
Action
Get FormsGet Forms
Action
Get Form VersionGet Form Version
Action
Get ImageGet Image
Action
Get ImagesGet Images
Action
Get ListGet List
Action
Get List ProfilesGet all profiles that are members of a given list.
Action
Get ListsRetrieve all lists in the account.
Action
Get MetricGet Metric
Action
Get MetricsRetrieve all metrics in the account.
Action
Get ProfileGet Profile
Action
Get Profile by EmailFetch a single profile by its email address. Emits empty values if no profile is found.
Action
Get Profile by IDFetch a single profile by its Klaviyo profile ID.
Action
Get ProfilesList profiles, optionally filtered by email or other attributes.
Action
Get Push TokensGet Push Tokens
Action
Get ReviewsGet Reviews
Action
Get SegmentGet Segment
Action
Get Segment ProfilesGet all profiles in a given segment.
Action
Get SegmentsRetrieve all segments in the account.
Action
Get TagGet Tag
Action
Get TagsGet Tags
Action
Get TemplateGet Template
Action
Get TemplatesGet Templates
Action
Merge ProfilesMerge Profiles
Action
Query Campaign ValuesQuery Campaign Values
Action
Query Flow SeriesQuery Flow Series
Action
Query Flow ValuesQuery Flow Values
Action
Query Form SeriesQuery Form Series
Action
Query Form ValuesQuery Form Values
Action
Query Metric AggregatesQuery Metric Aggregates
Action
Query Segment SeriesQuery Segment Series
Action
Query Segment ValuesQuery Segment Values
Action
Refresh Campaign Recipient EstimationRefresh Campaign Recipient Estimation
Action
Remove Categories from Catalog ItemRemove Categories from Catalog Item
Action
Remove Items from Catalog CategoryRemove Items from Catalog Category
Action
Remove Profile from ListRemove a profile from a list by profile ID.
Action
Remove Profiles from ListRemove Profiles from List
Action
Remove Tag from CampaignsRemove Tag from Campaigns
Action
Remove Tag from FlowsRemove Tag from Flows
Action
Remove Tag from ListsRemove Tag from Lists
Action
Remove Tag from SegmentsRemove Tag from Segments
Action
Render TemplateRender Template
Action
Request Profile DeletionRequest Profile Deletion
Action
Send CampaignSend Campaign
Action
Subscribe ProfileSubscribe a profile (email/SMS consent) to a given list.
Action
Suppress ProfileSuppress a profile from receiving email marketing (global suppression).
Action
Tag CampaignsTag Campaigns
Action
Tag FlowsTag Flows
Action
Tag ListsTag Lists
Action
Tag SegmentsTag Segments
Action
Unsubscribe ProfileUnsubscribe a profile from email/SMS marketing for a given list.
Action
Update CampaignUpdate Campaign
Action
Update Catalog CategoryUpdate Catalog Category
Action
Update Catalog ItemUpdate Catalog Item
Action
Update Catalog VariantUpdate Catalog Variant
Action
Update Categories for Catalog ItemUpdate Categories for Catalog Item
Action
Update CouponUpdate Coupon
Action
Update Coupon CodeUpdate Coupon Code
Action
Update Flow StatusUpdate Flow Status
Action
Update ImageUpdate 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 CategoryUpdate Items for Catalog Category
Action
Update ListUpdate List
Action
Update ProfileUpdate an existing profile by its Klaviyo profile ID.
Action
Update SegmentUpdate Segment
Action
Update TagUpdate Tag
Action
Update TemplateUpdate Template
Action
Upload Image From FileUpload Image From File
Action
Upload Image From URLUpload Image From URL
Trigger
New billPolls for newly created bills (accounts payable), most recent first.
Trigger
New customerPolls for newly created customers, most recent first.
Trigger
New estimateFires when a new estimate is created in QuickBooks Online.
Trigger
New invoicePolls for newly created invoices, most recent first.
Trigger
New or updated customerFires when a QuickBooks customer is created or any of its details change.
Trigger
New or updated estimateFires when a QuickBooks estimate is created or edited.
Trigger
New or updated invoiceFires when a QuickBooks invoice is created or edited — line items, amounts, due date, or status.
Trigger
New or updated itemFires when a QuickBooks product or service item is created or edited.
Trigger
New or updated vendorFires when a QuickBooks vendor is created or any of its details change.
Trigger
New paid invoicePolls for invoices that are fully paid (Balance = 0), most recently updated first.
Trigger
New paymentPolls for newly created customer payments, most recent first.
Action
Create accountCreate an account in the QuickBooks chart of accounts — name, account type, and detail type.
Action
Create billCreates a new bill (accounts payable) for a vendor with a single account-based line item.
Action
Create credit memoCreates a new credit memo for a customer with a single line item.
Action
Create customerCreates a new customer in QuickBooks Online.
Action
Create estimateCreate a QuickBooks Online estimate (quote) for a customer.
Action
Create expense (purchase)Creates a new expense (Purchase) paid from a bank/credit-card account with one account-based line.
Action
Create invoiceCreates a new invoice for a customer with a single line item.
Action
Create item (product/service)Creates a new product or service item.
Action
Create journal entryCreate a QuickBooks journal entry with balanced debit and credit lines against the chart of accounts.
Action
Create paymentRecords a customer payment, optionally applied against a specific invoice.
Action
Create refund receiptCreates a new refund receipt for a customer with a single line item.
Action
Create sales receiptCreates a new sales receipt for a customer with a single line item.
Action
Create vendorCreates a new vendor in QuickBooks Online.
Action
Delete billPermanently delete a QuickBooks bill by Id.
Action
Delete credit memoPermanently delete a QuickBooks credit memo by Id.
Action
Delete estimatePermanently delete a QuickBooks estimate by Id.
Action
Delete invoicePermanently delete a QuickBooks invoice by Id. Unlike voiding, this removes the transaction entirely.
Action
Delete sales receiptPermanently delete a QuickBooks sales receipt by Id.
Action
Find account by nameLook up an account in the QuickBooks chart of accounts by its name.
Action
Find customer by nameSearches for a customer by display name and returns its Id and SyncToken.
Action
Find invoice by numberLook up a QuickBooks invoice by its document number (the invoice number customers see) rather than its internal Id.
Action
Find item by nameLook up a QuickBooks product or service item by its name.
Action
Find vendor by nameLook up a QuickBooks Online vendor by display name.
Action
Get bill balanceReturns the outstanding balance for a bill by its Id.
Action
Get customer by IDRetrieves a single customer by its Id.
Action
Get estimate by IDRetrieve a QuickBooks Online estimate by its ID.
Action
Get estimate PDFDownload the rendered PDF of a QuickBooks estimate by Id.
Action
Get invoice by IDRetrieves a single invoice by its Id, including its balance.
Action
Get invoice PDFDownload the rendered PDF of a QuickBooks invoice by Id, for emailing or archiving.
Action
List accountsList the accounts in the QuickBooks chart of accounts, with their type, detail type, and current balance.
Action
List attachmentsList the files attached to a QuickBooks transaction or record, with their download links.
Action
List employeesList employees recorded in QuickBooks Online.
Action
List itemsList products and services (items) defined in QuickBooks Online.
Action
Pay billRecords a bill payment against a vendor bill, paid from the specified bank/credit-card account.
Action
Run queryRuns an arbitrary read-only QuickBooks Online query (QBO SQL-like syntax) and returns the raw QueryResponse.
Action
Send estimateEmail a QuickBooks Online estimate to the customer.
Action
Send invoiceEmails an invoice to the supplied email address (or the invoice's billing email if omitted).
Action
Update customerUpdates an existing customer (sparse update). Requires the customer Id and current SyncToken.
Action
Update estimateUpdate an existing QuickBooks estimate by Id, changing only the fields supplied.
Action
Update invoiceUpdate an existing QuickBooks invoice by Id — a sparse update that changes only the fields supplied and leaves the rest of the invoice intact.
Action
Update itemUpdate an existing QuickBooks product or service item by Id — name, description, price, income account, or active flag.
Action
Update vendorUpdate an existing QuickBooks vendor by Id — contact details, billing address, terms, or active flag.
Action
Upload attachmentUpload a file to QuickBooks and attach it to a transaction or record — a receipt on an expense, a contract on an invoice.
Action
Void invoiceVoids an existing invoice. Requires the invoice Id and current SyncToken.
Action
Void paymentVoids an existing customer payment. Requires the payment Id and current SyncToken.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from Klaviyo
Klaviyo to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Klaviyo to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Klaviyo to MailchimpMailchimp marketing automation and email platform.
Klaviyo to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Klaviyo to PipedrivePipedrive is a sales CRM and pipeline management tool.
Klaviyo to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
More into QuickBooks Online
HubSpot to QuickBooks OnlineHubSpot is your all-in-one stop for all of your marketing software needs.
Slack to QuickBooks OnlineSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to QuickBooks OnlineGoogle Sheets
Gmail to QuickBooks OnlineGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to QuickBooks OnlineGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to QuickBooks OnlineGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Questions
Klaviyo and QuickBooks Online, answered
Can a Klaviyo profile be matched to the right QuickBooks customer?
Yes. A Klaviyo profile change can run Find customer by name in QuickBooks Online, and on the QuickBooks side a paid invoice can run Get customer by ID to pull the billing email before Create or Update Profile in Klaviyo.
What happens if a QuickBooks customer has no email address?
The agent checks the customer record before touching Klaviyo, so profiles are only created or updated when an email is on file. Records without one are left alone, and the agent tests every scenario before the setup goes live.
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 QuickBooks Online when something happens in Klaviyo?
Any of QuickBooks Online's 45 actions, including Get customer by ID, Create account, Create bill and Create credit memo. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from QuickBooks Online to Klaviyo?
Yes. When something happens in QuickBooks Online, your agent can act in Klaviyo too. This page covers both directions: QuickBooks Online's triggers and Klaviyo's actions are listed here as well.
Do I have to build a connector for Klaviyo or QuickBooks Online?
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 QuickBooks Online 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.