Create matters in Actionstep for new Klaviyo events
Easily streamline your marketing and legal tasks with this efficient workflow between Klaviyo and Actionstep. Whenever a new event occurs in Klaviyo, a new Matter will be created in Actionstep, saving you time and ensuring all relevant information is captured in your legal case management system. Stay organized and improve productivity with this seamless integration.
- When this happens...

New EventTriggers on a new event. Optional filtering by metric.TriggerPolling - automatically do this!

Create MatterCreates a new action/matter.ActionWrite
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More things you can do with Klaviyo and Actionstep
Discover other triggers and actions you can use with Klaviyo and Actionstep
- TagRequired
- ListRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- List NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- MetricRequired
- Email AddressRequired
- Event_id
- Value
- Time
- Custom Event Properties
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TagRequired
- ListRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Campaign IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- List
- Email
- First_name
- Last_name
- Phone_number
- Title
- Organization
- City
- Region
- Country
- Zip
- Image URL
- Unique_id
- Custom_properties
- SMS Subscription Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Email
- Phone_number
- SMS Subscription Type (only when SMS number is provided)
- Attributes_note
- Profiles_note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- ChannelRequired
- Status
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
New MatterTriggers when an action/matter is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New File NoteTriggers when a new file note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Matter Step ChangedTriggers when a step change occurs on an action/matter.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Updated MatterTriggers when an existing Matter is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Assigned to Participant ID
- Action TypeRequired
- Action NameRequired
- Action StatusRequired
- File Reference
- Priority
- File Note
- Import External Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- MatterRequired
- Note TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Rate Sheet
- Assigned ToRequired
- Action IDRequired
- Task NameRequired
- Task StatusRequired
- PriorityRequired
- Due DateRequired
- Actual HoursRequired
- Billable HoursRequired
- Started Date/Time
- Completed Date/Time
- Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Date
- DescriptionRequired
- Actual HoursRequired
- Billable Hours
- Rate
- Matter Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- File Note IdRequired
- Note ContentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Matter IdRequired
- Assign to Participant Id
- Name
- Status
- Reference
- Priority
- Import External Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task IdRequired
- Status
- Priority
- Assigned To
- Due Date
- Actual Hours
- Billable Hours
- Completed Date/Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Custom Field NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Custom Field IdRequired
- Matter IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search ByRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search propertyRequired
- Search valueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search ByRequired
- Search ValueRequired
- Assigned to Participant ID
- Action TypeRequired
- Action NameRequired
- Action StatusRequired
- File Reference
- Priority
- File Note
- Import External Reference
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- Profile IDRequired
- ListRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TagRequired
- SegmentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Email
- First_name
- Last_name
- Phone_number
- Title
- Organization
- City
- Region
- Country
- Zip
- Image URL
- Unique_id
- Custom_properties
- Consent to subscribe to Channel
- SMS Subscription Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ListRequired
- Profile IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TagRequired
- SegmentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Profile IdRequired
- Email
- First_name
- Last_name
- Phone_number
- Title
- Organization
- City
- Region
- Country
- Zip
- Image URL
- Unique_id
- Custom_properties
- List
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Identifiers_note
- Profile ID
- Email
- Phone_number
- Consent_note
- Consent to subscribe to ChannelRequired
- SMS Subscription Type
- List
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Api_docs_info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search_noteRequired
- Email
- Phone Number
- Secondary Search by Phone Number
- List
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search_noteRequired
- Email
- Phone Number
- Secondary Search by Phone Number
- List
- First_name
- Last_name
- Title
- Organization
- City
- Region
- Country
- Zip
- Image URL
- Unique_id
- Custom_properties
- SMS Subscription Type
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Matter ParticipantTriggers when a participant/contact is added to an action/matter.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New ContactTriggers when a participant/contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New TaskTriggers when a new task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Participant TypeRequired
- ParticipantRequired
- MatterRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company/Business NameRequired
- Physical Address - Line 1
- Physical Address - Line 2
- Physical Address - City
- Physical Address -State/Province
- Physical Address - ZIP/Post Code
- Physical Address - Country CodeRequired
- Mailing Address - Line 1
- Mailing Address - Line 2
- Mailing Address - City
- Mailing Address - State/Province
- Mailing Address - ZIP/Post Code
- Mailing Address - CountryRequired
- Phone 1 - Label
- Phone 1 - Country Code
- Phone 1 - Area Code
- Phone 1 - Number
- Phone 1 - Notes
- Fax Number
- SMS Number
- Email Address
- Website Address
- Division ID
- Phone 2 - Label
- Phone 2 - Country Code
- Phone 2 - Area Code
- Phone 2 - Number
- Phone 2 - Notes
- Phone 3 - Label
- Phone 3 - Country Code
- Phone 3 - Area Code
- Phone 3 - Number
- Phone 3 - Notes
- Phone 4 - Label
- Phone 4 - Country Code
- Phone 4 - Area Code
- Phone 4 - Number
- Phone 4 - Notes
- Import External Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Salutation
- First Name
- Middle Name(s)
- Last NameRequired
- Suffix
- Preferred Name
- Physical Address - Line 1
- Physical Address - Line 2
- Physical Address - City
- Physical Address -State/Province
- Physical Address - ZIP/Post Code
- Physical Address - Country CodeRequired
- Mailing Address - Line 1
- Mailing Address - Line 2
- Mailing Address - City
- Mailing Address - State/Province
- Mailing Address - ZIP/Post Code
- Mailing Address - CountryRequired
- Phone 1 - Label
- Phone 1 - Country Code
- Phone 1 - Area Code
- Phone 1 - Number
- Phone 1 - Notes
- Fax Number
- SMS Number
- Email Address
- Website Address
- Occupation
- Birthday
- Date of Death
- Marital Status
- Gender
- Division ID
- Phone 2 - Label
- Phone 2 - Country Code
- Phone 2 - Area Code
- Phone 2 - Number
- Phone 2 - Notes
- Phone 3 - Label
- Phone 3 - Country Code
- Phone 3 - Area Code
- Phone 3 - Number
- Phone 3 - Notes
- Phone 4 - Label
- Phone 4 - Country Code
- Phone 4 - Area Code
- Phone 4 - Number
- Phone 4 - Notes
- Import External Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Matter IdRequired
- DateRequired
- DescriptionRequired
- Quantity
- Unit priceRequired
- Includes TaxRequired
- Tax Code IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Company/Business Name
- Physical Address - Line 1
- Physical Address - Line 2
- Physical Address - City
- Physical Address - State/Province
- Physical Address - ZIP/Post Code
- Physical Address - Country Code
- Mailing Address - Line 1
- Mailing Address - Line 2
- Mailing Address - City
- Mailing Address - State/Province
- Mailing Address - ZIP/Post Code
- Mailing Address - Country Code
- Phone 1 - Label
- Phone 1 - Country Code
- Phone 1 - Area Code
- Phone 1 - Number
- Phone 1 - Notes
- Fax Number
- SMS Number
- Email Address
- Website Address
- Phone 2 - Label
- Phone 2 - Country Code
- Phone 2 - Area Code
- Phone 2 - Number
- Phone 2 - Notes
- Phone 3 - Label
- Phone 3 - Country Code
- Phone 3 - Area Code
- Phone 3 - Number
- Phone 3 - Notes
- Phone 4 - Label
- Phone 4 - Country Code
- Phone 4 - Area Code
- Phone 4 - Number
- Phone 4 - Notes
- Import External Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Id
- Salutation
- First Name
- Middle Names(s)
- Last Name
- Suffix
- Preferred Name
- Physical Address - Line 1
- Physical Address - Line 2
- Physical Address - City
- Physical Address - State/Province
- Physical Address - ZIP/Post Code
- Physical Address - Country Code
- Mailing Address - Line 1
- Mailing Address - Line 2
- Mailing Address - City
- Mailing Address - State/Province
- Mailing Address - ZIP/Post Code
- Mailing Address - Country Code
- Phone 1 - Label
- Phone 1 - Country Code
- Phone 1 - Area Code
- Phone 1 - Number
- Phone 1 - Notes
- Fax Number
- SMS Number
- Email Address
- Website Address
- Occupation
- Birthday
- Date of Death
- Marital Status
- Gender
- Phone 2 - Label
- Phone 2 - Country Code
- Phone 2 - Area Code
- Phone 2 - Number
- Phone 2 - Notes
- Phone 3 - Label
- Phone 3 - Country Code
- Phone 3 - Area Code
- Phone 3 - Number
- Phone 3 - Notes
- Phone 4 - Label
- Phone 4 - Country Code
- Phone 4 - Area Code
- Phone 4 - Number
- Phone 4 - Notes
- Import External Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Custom Field Value IdRequired
- Custom Field ValueRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Api_docs_info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Tax CodeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search ByRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search propertyRequired
- Search valueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search ByRequired
- Search ValueRequired
- Indentity TypeRequired
- Company/Business Name
- Salutation
- First Name (Individual Only)
- Middle Name(s) (Individual Only)
- Last Name (Individual Only)
- Suffix (Individual Only)
- Preferred Name (Individual Only)
- Physical Address - Line 1
- Physical Address - Line 2
- Physical Address - City
- Physical Address -State/Province
- Physical Address - ZIP/Post Code
- Physical Address - Country CodeRequired
- Mailing Address - Line 1
- Mailing Address - Line 2
- Mailing Address - City
- Mailing Address - State/Province
- Mailing Address - ZIP/Post Code
- Mailing Address - CountryRequired
- Phone 1 - Label
- Phone 1 - Country Code
- Phone 1 - Area Code
- Phone 1 - Number
- Phone 1 - Notes
- Fax Number
- SMS Number
- Email Address
- Website Address
- Occupation (Individual Only)
- Birthday
- Date of Death
- Marital Status
- Gender
- Division ID
- Phone 2 - Label
- Phone 2 - Country Code
- Phone 2 - Area Code
- Phone 2 - Number
- Phone 2 - Notes
- Phone 3 - Label
- Phone 3 - Country Code
- Phone 3 - Area Code
- Phone 3 - Number
- Phone 3 - Notes
- Phone 4 - Label
- Phone 4 - Country Code
- Phone 4 - Area Code
- Phone 4 - Number
- Phone 4 - Notes
- Import External Reference
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Search propertyRequired
- Search valueRequired
- Indentity TypeRequired
- Company/Business Name
- Salutation
- First Name (Individual Only)
- Middle Name(s) (Individual Only)
- Last Name (Individual Only)
- Suffix (Individual Only)
- Preferred Name (Individual Only)
- Physical Address - Line 1
- Physical Address - Line 2
- Physical Address - City
- Physical Address -State/Province
- Physical Address - ZIP/Post Code
- Physical Address - Country CodeRequired
- Mailing Address - Line 1
- Mailing Address - Line 2
- Mailing Address - City
- Mailing Address - State/Province
- Mailing Address - ZIP/Post Code
- Mailing Address - CountryRequired
- Phone 1 - Label
- Phone 1 - Country Code
- Phone 1 - Area Code
- Phone 1 - Number
- Phone 1 - Notes
- Fax Number
- SMS Number
- Email Address
- Website Address
- Occupation (Individual Only)
- Birthday
- Date of Death
- Marital Status
- Gender
- Division ID
- Phone 2 - Label
- Phone 2 - Country Code
- Phone 2 - Area Code
- Phone 2 - Number
- Phone 2 - Notes
- Phone 3 - Label
- Phone 3 - Country Code
- Phone 3 - Area Code
- Phone 3 - Number
- Phone 3 - Notes
- Phone 4 - Label
- Phone 4 - Country Code
- Phone 4 - Area Code
- Phone 4 - Number
- Phone 4 - Notes
- Import External Reference
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found


