Klaviyo

Klaviyo

· #62 most-used

Ecommerce email and SMS that your agent controls

MarketingEmailEcommerceAutomationAnalytics

Klaviyo is a data-driven email and SMS marketing platform built for ecommerce — it knows your customer's purchase history, browse behaviour, and engagement before you send a single message. Connect it to Actionist and your agents can enrol contacts into lists, fire behaviour-triggered campaigns, tag segments by cohort, and log custom events like 'Cart Abandoned' or 'Feature Activated' in real time. The result: personalised email sequences that launch the moment something happens in your stack, not the next time a marketer opens their laptop.

Average time saved
10 hours
per person · per month
1 workdays back

Eliminates manual work. Four hours a week of hand-operated CSV imports, profile syncing, opt-out processing, and campaign status checks are replaced by agents that handle each in seconds.

Schedule

What your Klaviyo agent runs on autopilot

A week of scheduled jobs your Actionist agent will execute on your behalf.

28Scheduled jobs
7Agents at work
24/7Always on
Mon
Tue
Wed
Thu
Fri
7am
8am
9am
10am
11am
12pm
1pm
2pm
3pm
4pm
5pm
6pm
Agents
Multi-app workflows

Klaviyo × every other app you use

End-to-end automations that span multiple apps — each one a real business outcome.

6Workflows
9Apps spanned
~57 hrsSaved / week
6Personas served
customer-success★ FeaturedSaves 1h 15m · runs ~12× /week

Churn signal to retention sequence

When a customer support email flags dissatisfaction, your agent reads the sender's Klaviyo profile for recent purchase history and email engagement, then moves them out of the standard nurture list and into a personalised retention sequence — a targeted campaign dispatched, a calendar slot blocked for a check-in call, and the CS team pinged in Slack before the complaint sits overnight. Customers who were one bad experience from leaving get a human response in under an hour.

Trigger: When a Gmail message containing 'cancel', 'refund', or 'unhappy' arrives from a known customer
Step 1 trigger
Gmail
Detect dissatisfaction signal in incoming email
Step 2 read
Klaviyo
Find profile and read engagement history
Step 3 write
Klaviyo
Move profile to retention list and send campaign
Step 4 write
Slack
Alert CS team with customer context
Step 5 write
Google Calendar
Block 30-minute check-in slot for account owner
No at-risk customer goes unnoticed overnight
Savings

What this looks like for your team

The comparison strip shows real manual tasks your agent replaces. The calculator translates that into your team's numbers.

Without Actionist
With Klaviyo agent
  • Sales
    Manual lead-to-list sync
    Sales reps manually copy closed-won contacts from the CRM into Klaviyo lists after each deal, often with a day's lag before the onboarding sequence starts.
    18 min/week
    Sales Agent
    Agent enrols on deal close
    The moment a deal closes, the agent upserts the profile in Klaviyo and drops them into the onboarding list — sequence fires before the rep finishes the call.
  • Marketing
    Weekly campaign status checks
    Marketers log into Klaviyo each week to pull open rates and attributed revenue per campaign, then paste numbers into a reporting sheet by hand.
    13 min/week
    Marketing Agent
    Agent posts the metrics digest
    Every Monday the agent reads last week's campaigns and writes open rate, click rate, and attributed revenue directly to the Notion dashboard.
  • Customer Support
    Churn signal list moves
    Support agents manually move at-risk customers to a retention list in Klaviyo after flagging the ticket, often after a 24-hour delay.
    18 min/week
    Customer Support Agent
    Agent moves and alerts instantly
    When a support email signals dissatisfaction, the agent moves the profile to the retention list and pings the CS team in Slack within seconds.
  • Human Resources
    Employee comms list builds
    HR manually creates Klaviyo lists for each internal communication audience — new hires, location-based groups — copying emails from the HRIS by hand.
    7 min/week
    Human Resources Agent
    Agent creates lists from HRIS data
    When a new hire is onboarded, the agent creates the profile in Klaviyo and adds them to the correct department and location lists automatically.
  • Finance
    Email revenue reconciliation
    Finance requests monthly campaign revenue exports from marketing, waits for the CSV, and manually maps attributed revenue to pipeline records.
    13 min/week
    Finance Agent
    Agent delivers the attribution report
    On the 1st of each month, the agent reads Klaviyo campaign data, cross-references HubSpot deals, and posts the full revenue attribution breakdown to the finance Notion page.
  • Operations
    Bulk contact import queues
    Operations teams queue bulk CSV imports into Klaviyo manually, waiting for the import job to finish before verifying list counts and chasing error rows.
    25 min/week
    Operations Agent
    Agent processes rows as they arrive
    The moment a new row lands in the import Google Sheet, the agent upserts the profile in Klaviyo, assigns the list, and logs success or error to Notion in real time.
  • Legal
    Consent record auditing
    Legal manually searches Klaviyo for subscriber consent timestamps when responding to GDPR data-subject access requests, a slow per-contact lookup.
    6 min/week
    Legal Agent
    Agent exports consent on request
    When a DSAR lands, the agent finds the profile in Klaviyo, reads the consent timestamp and subscription status, and drops the audit record into the compliance doc automatically.

+ 100s of other automations your agent handles

Average monthly savings
10 hours / person
ROI calculator

See what your team gets back

Team size
10 people
Fully-loaded rate
$20 / hour
Hours / week
25
Hours / year
1,250
Annual ROI
$25,000

Baseline: 2.5 hrs saved per person per week, across the full Klaviyo automation set.

Connect

How to plug Klaviyo into Actionist

Pick the connection method that suits your environment.

The fastest path for Actionist. Install Klaviyo's MCP server in one click and your agent reaches your account through a permissioned OAuth handshake — no API keys to rotate, no scope mismatches to debug.

1
Open the Apps tab

Find Klaviyo in the Apps library and click Connect. MCP is selected by default.

2
Authorise in Klaviyo

A Klaviyo OAuth window opens. Log in and grant the permissions Actionist requests — this covers profiles, lists, segments, campaigns, and events.

3
Test the connection

Actionist runs a read-only call to verify the handshake. You're ready.

Read the Klaviyo docs →
Actions

20 actions your agent can call

Read and write operations available to your Actionist agent.

Triggers

6 events your agent can react to

Events your agent watches for, and the actions it kicks off in response.

Skills

Skills that pair with Klaviyo

Reusable agent skills that work well alongside this app.

Klaviyo

Connects Actionist to the Klaviyo API with managed OAuth, enabling agents to read and write profiles, lists, segments, campaigns, events, flows, metrics, templates, catalogs, and webhooks.

Resume / CV Builder

Generates ATS-optimised resumes and CVs in Markdown, HTML, LaTeX, or PDF format — useful when HR agents need to produce formatted candidate documents from profile data.

MCP servers

MCP servers that work with Klaviyo

Connect Actionist to MCP servers built for or around this app.

klaviyo
Official

Official Klaviyo MCP server — manages email campaigns, contact lists, and marketing automation directly from Actionist's agent runtime.

Klaviyo
Official

Official Klaviyo MCP Pack from Pipeworx — wraps the full Klaviyo REST API for email marketing automation within Actionist workflows.

FAQs

Questions about Klaviyo + Actionist

Which Klaviyo objects can Actionist read and write?
Actionist can create, update, and search Profiles; create and manage Lists and Segments (including tagging); send Campaigns on demand; log Events; subscribe and unsubscribe contacts; and find Tags. It cannot currently modify Flow definitions or create new Templates — those are managed inside Klaviyo's designer.
What permissions does the MCP connection need?
The MCP OAuth handshake requests Profiles (read/write), Lists (read/write), Segments (read), Campaigns (read/write), and Events (write). Actionist does not request access to billing, team members, or tracking settings. You can review and revoke the OAuth grant at any time in Klaviyo under Settings → Integrations.
How do I avoid sending duplicate campaigns when the agent runs on a recurring schedule?
Use Find Campaign before each Send Campaign step to check whether the campaign has already been dispatched. Compare the returned status field — a status of 'Sent' or 'Scheduled' means the agent should skip the send and log a skip event rather than dispatch again. Pair this with a Google Sheets log that records the campaign ID and send timestamp so each run has an idempotency check it can consult.
Can the agent trigger actions on Klaviyo flow events, or only on one-off campaigns?
Actionist's Send Campaign action dispatches standalone campaigns, not flow steps — Klaviyo Flows are triggered internally by Klaviyo's own logic once a profile is in the right list or segment. The right pattern is to use Actionist to move profiles into lists or log events that then trigger Klaviyo Flows natively. Direct flow step injection is not supported via the Klaviyo API.
What happens if I add the same profile to a list they're already in?
Klaviyo's API is idempotent for profile-to-list membership — adding a profile that's already in a list returns a success response without creating a duplicate entry or re-triggering the list's welcome flow. This means the Add Profile to List action is safe to run inside retryable automation loops without risk of flooding a contact with repeated welcome emails.
Does Actionist respect Klaviyo's API rate limits?
Yes. Klaviyo enforces rate limits per endpoint — the public API allows 75 requests per second for most write operations. Actionist queues bulk operations (such as batch profile upserts from a Google Sheet) with a configurable concurrency limit to stay within these bounds. For large imports exceeding a few hundred contacts, set the workflow's batch size to 50 rows per run to avoid 429 errors.
How do I safely disconnect Klaviyo without disrupting running workflows?
Before disconnecting, pause any active workflows that use Klaviyo actions in their step definitions. Then go to Apps → Klaviyo → Disconnect. Actionist will mark the connection inactive; running workflow steps that hit Klaviyo will fail gracefully with a 'connection unavailable' error rather than partially executing. Re-authenticate to restore the connection — no workflow definitions need to be changed.
Can I use a test Klaviyo account for development without affecting live contacts?
Yes. Connect Actionist to a separate Klaviyo test account using its own API key or OAuth grant. Your workflows will target the test account's lists and profiles. When you're ready to promote to production, swap the connection to the live account credentials — workflow definitions reference the connection by name, so no step-level changes are needed.