BuyerAssist + Klaviyo
Add new Klaviyo events to BuyerAssist as contacts
Effortlessly maintain your BuyerAssist contacts with this convenient Klaviyo automation. Whenever a new event occurs in Klaviyo, this workflow will create a contact in BuyerAssist, ensuring your database stays up-to-date and organized. Keep your team in the loop and your contact management seamless with this easy-to-use solution.
Effortlessly maintain your BuyerAssist contacts with this convenient Klaviyo automation. Whenever a new event occurs in Klaviyo, this workflow will create a contact in BuyerAssist, ensuring your database stays up-to-date and organized. Keep your team in the loop and your contact management seamless with this easy-to-use solution.
- When this happens...
New EventTriggers on a new event. Optional filtering by metric.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create ContactCreates a new contact
ActionWriteCreate a new record or update an existing record in your app.
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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 appNameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Contact (Relationship Map)
Triggers when a new contact is created on Relationship map.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Mutual Success Plan
Triggered when a new Mutual Success Plan is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Task
Triggered when a new task is created in Mutual Success Plans.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Methodology Details in BuyerAssist
Triggered when a Methodology Details is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.MSP IDRequired
Notes IDRequired
CommentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company IDRequired
Email
First Name
Last Name
Title
Source ID
Source SystemRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template ID
Company Id
Company nameRequired
Display nameRequired
Opportunity/Deal Id
Mutual Success Plan NameRequired
Mutual Success Plan Start DateRequired
Mutual Success Plan Close DateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.MSP IDRequired
Milestone IDRequired
Task NameRequired
Task Due DateRequired
Task DescriptionRequired
Is Internal
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company IDRequired
Company Name
Display Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Opportunity IDRequired
Opportunity NameRequired
Account ID
Amount
Description
Stage Name
Close Date
Source System
External Opportunity ID
External Account ID
External Opportunity Owner ID
Fiscal
Forecast Category
Forecast Category Name
Is Closed
Is Won
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
MSP IDRequired
Task StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search property nameRequired
Search property Value
ActionThis is an event a Zap performs.SearchFind existing data in your appMSP IDRequired
Milestone NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appContact IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMSP IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appUser EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOPP IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOpportunity IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch property nameRequired
Search property Value
Company NameRequired
Source ID
Source SystemRequired
External ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundMSP IDRequired
Milestone NameRequired
Milestone Template ID
Milestone Start DateRequired
Milestone End DateRequired
is InternalRequired
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.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 appSearch NoteRequired
Email
Phone Number
Secondary Search by Phone Number
List
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch 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 foundNew Assignee
Triggered when User Add or Update Task assignee.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Opportunity
Triggered when a new opportunity is created in Mutual Success Plans.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
Triggered when a new contact is created in BuyerAssist.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Task in Mutual Success Plan
Triggered when a task in Mutual Success Plans is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Company NameRequired
Source ID
Source SystemRequired
External ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.MSP IDRequired
Milestone Template ID
Milestone NameRequired
Milestone Start DateRequired
Milestone End DateRequired
is InternalRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Opportunity NameRequired
Account IDRequired
Stage Name
Amount
Description
Close Date
Source SystemRequired
External Opportunity ID
External Account ID
External Opportunity Owner ID
Fiscal
Forecast Category
Forecast Category Name
Is Closed
Is Won
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company IDRequired
EmailRequired
First Name
Last Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Company ID
Email
First Name
Last Name
Title
Source ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.MSP IDRequired
Task IDRequired
Task Name
Task Due Date
Task Description
is Internal
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Email
First Name
Last Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search property nameRequired
Search property Value
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch property nameRequired
Search property Value
ActionThis is an event a Zap performs.SearchFind existing data in your appExternal Company IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMSP IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMSP IDRequired
Milestone IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMSP IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appExternal Opportunity ID Required
ActionThis is an event a Zap performs.SearchFind existing data in your appMSP IDRequired
Task IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch property nameRequired
Search property Value
Company IDRequired
Email
First Name
Last Name
Title
Source ID
Source SystemRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch property nameRequired
Search property Value
Opportunity NameRequired
Account IDRequired
Stage Name
Amount
Description
Close Date
Source SystemRequired
External Opportunity ID
External Account ID
External Opportunity Owner ID
Fiscal
Forecast Category
Forecast Category Name
Is Closed
Is Won
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
About BuyerAssist
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