Integration
Connect Klaviyo to Sage Sales Management
When something happens in Klaviyo, your agent does the next thing in Sage Sales Management. Describe it in plain language and the automation is built, tested on every branch and kept running.
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What do you want Klaviyo and Sage Sales Management to do together?
Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.
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Connect Claude CodeEverything your agent can do with Klaviyo and Sage Sales Management
Triggers and actions 14 triggers · 171 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
Account UpdatedFires when an existing account (company) is updated in Sage Sales Management.
Trigger
Activity UpdatedTriggers when an activity is updated.
Trigger
Calendar Item UpdatedFires when an existing calendar item (appointment or task) is updated in Sage Sales Management.
Trigger
Contact UpdatedTriggers when a contact is created or updated in Sage Sales Management. Returns the contact's name, email and phone details, linked account, sales rep, address and update timestamps.
Trigger
New AccountTriggers when a new account is created.
Trigger
New ActivityTriggers when a new activity is created.
Trigger
New Calendar ItemTriggers when a new calendar item is created.
Trigger
New ContactTriggers when a new contact is created.
Trigger
New OpportunityTriggers when a new opportunity is created.
Trigger
New Sales OrderTriggers when a new sales order is created.
Trigger
Opportunity UpdatedTriggers when an opportunity is updated.
Trigger
Sales Order UpdatedTriggers when a sales order is updated.
Action
Create AccountCreates a new account (company) in Sage Sales Management with its contact details, address, owner and classification IDs. Returns the new account's ID.
Action
Create ActivityLogs a new activity (a call, visit or note) against an account in Sage Sales Management, optionally tied to an opportunity and a sales rep. Returns the new activity's ID.
Action
Create Calendar ItemCreates a calendar appointment or task in Sage Sales Management, optionally linked to an account, contact and sales rep. Returns the new calendar entry's ID.
Action
Create ContactCreates a new contact person in Sage Sales Management, optionally linked to an account and a sales rep. Returns the new contact's ID.
Action
Create EntityCreates a record of any Sage Sales Management type (account, contact, opportunity, sales order, activity, calendar entry and so on) from a JSON object of that type's own fields. Returns the new record's ID.
Action
Create OpportunityCreates a new sales opportunity against an account in Sage Sales Management, with its value, currency, win probability, status and owner. Returns the new opportunity's ID.
Action
Create or Update AccountFinds an account by its exact company name in Sage Sales Management and updates it, or creates a new account when no match is found. Returns the account's ID and which of the two happened.
Action
Create or Update ContactFinds a contact by email address in Sage Sales Management and updates it, or creates a new contact when no match is found. Returns the contact's ID and which of the two happened.
Action
Create Sales OrderCreates a sales order header for an account in Sage Sales Management, with its reference, total, currency, status, discounts and owner. Returns the new order's ID; order lines are added separately.
Action
Find AccountReturns the accounts in Sage Sales Management whose company name exactly matches the one you give, with the first match surfaced on its own for easy mapping.
Action
Find Account by Any FieldReturns the accounts in Sage Sales Management where the field you name equals the value you give, so you can look an account up by email, phone, VAT number, external ID or any other stored field.
Action
Find Account by External IDReturns the account in Sage Sales Management carrying the external ID you give — the ID your own system uses for that company.
Action
Find ContactReturns the contacts in Sage Sales Management whose email address exactly matches the one you give, with the first match surfaced on its own for easy mapping.
Action
Find Contact by Any FieldReturns the contacts in Sage Sales Management where the field you name equals the value you give, so you can look a contact up by phone, last name, account, external ID or any other stored field.
Action
Find Contact by External IDReturns the contact in Sage Sales Management carrying the external ID you give — the ID your own system uses for that person.
Action
Find EntitySearches any Sage Sales Management record type — accounts, contacts, opportunities, sales orders, activities and so on — for records where the field you name equals the value you give.
Action
Find OpportunityReturns the opportunities in Sage Sales Management whose reference exactly matches the one you give, with the first match surfaced on its own for easy mapping.
Action
Find Opportunity by Any FieldReturns the opportunities in Sage Sales Management where the field you name equals the value you give, so you can look one up by account, status, owner, external ID or any other stored field.
Action
Find Opportunity by External IDReturns the opportunity in Sage Sales Management carrying the external ID you give — the ID your own system uses for that deal.
Action
Get UserReturns one Sage Sales Management user by ID, with their name, email, login, phone, user type, manager, branch and active status.
Action
List AccountsList accounts stored in Sage Sales Management, most recently updated first.
Action
List BranchesReturns every branch (office or environment) set up in Sage Sales Management, so you can pick the branch ID other operations need.
Action
List CountriesReturns every country Sage Sales Management knows about with its ID and ISO codes, so you can supply the country ID accounts and contacts expect.
Action
List CurrenciesReturns every currency configured in Sage Sales Management with its ID, ISO code and symbol, so you can supply the currency ID opportunities and orders expect.
Action
List TimezonesReturns every time zone Sage Sales Management supports with its ID and IANA name, so you can supply the time zone ID branches expect.
Action
List UsersReturns the users (sales reps) in Sage Sales Management with their names, emails and IDs, so you can pick the sales-rep ID other operations need.
Action
Update AccountUpdates an existing account in Sage Sales Management. Only the fields you fill in are sent, so anything you leave blank keeps its current value.
Action
Update ActivityUpdates an existing activity in Sage Sales Management. Only the fields you fill in are sent, so anything you leave blank keeps its current value.
Action
Update Calendar ItemUpdates an existing calendar appointment or task in Sage Sales Management. Only the fields you fill in are sent, so anything you leave blank keeps its current value.
Action
Update ContactUpdates an existing contact in Sage Sales Management. Only the fields you fill in are sent, so anything you leave blank keeps its current value.
Action
Update EntityUpdates a record of any Sage Sales Management type (account, contact, opportunity, sales order, activity, calendar entry and so on) from a JSON object of the fields you want changed. Fields you leave out keep their current values.
Action
Update OpportunityUpdates an existing opportunity in Sage Sales Management. Only the fields you supply are changed; anything left blank is left as it is on the record.
Action
Update Sales OrderUpdates an existing sales order in Sage Sales Management. Only the fields you supply are changed; anything left blank stays as it is on the order.
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
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