Dubsado + Klaviyo

Dubsado + Klaviyo integrations

Add new Klaviyo subscribers to segment or list and create projects in Dubsado

When a new subscriber is added to a segment or list in Klaviyo, create a fresh project for them in Dubsado with this versatile and practical workflow. It streamlines the process, saving you from the toil of manual entry and ensuring your engagement efforts are perfectly coordinated. Ideal for businesses wanting to make customer relationship management more efficient and rewarding.

When this happens...
Profile added to Segment or ListTriggers when a Profile is added to a Segment or to a List.
TriggerPolling
automatically do this!
Create ProjectCreates a new project.
ActionWrite

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More things you can do with Klaviyo and Dubsado

Discover other triggers and actions you can use with Klaviyo and Dubsado

- Metric
Trigger
Polling
Try It
- Channel
Trigger
Polling
Try It
- Tag
  Required
- List
  Required
Action
Write
- List Name
  Required
Action
Write
- Metric
  Required
- Email Address
  Required
- Event_id
- Value
- Time
- Custom Event Properties
Action
Write

- Tag
  Required
- List
  Required
Action
Write
- Campaign ID
  Required
Action
Write

- List
- Email
- First_name
- Last_name
- Phone_number
- Title
- Organization
- City
- Region
- Country
- Zip
- Image URL
- Unique_id
- Custom_properties
- SMS Subscription Type
Action
Write
- Email
- Phone_number
- SMS Subscription Type (only when SMS number is provided)
- Attributes_note
- Profiles_note
Action
Write
- Name
  Required
- Channel
  Required
- Status
Action
Search
- Name
  Required
Action
Search
- Name
  Required
Action
Search
Contract Signed
Triggers when a client submits a signed contract.
Trigger
Instant
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New Project as Lead
Triggers when a project is created as a lead manually, with a Lead Capture Form or when Public Proposal Form is filled out.
Trigger
Instant
Try It
Project Status Updated
Triggers when a project's status is updated.
Trigger
Instant
Try It
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

- Audience Type
Trigger
Polling
Try It
- Profile ID
  Required
- List
  Required
Action
Write
- Tag
  Required
- Segment
  Required
Action
Write
- 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
Action
Write
- List
  Required
- Profile ID
  Required
Action
Write
- Tag
  Required
- Segment
  Required
Action
Write
- Profile Id
  Required
- Email
- First_name
- Last_name
- Phone_number
- Title
- Organization
- City
- Region
- Country
- Zip
- Image URL
- Unique_id
- Custom_properties
- List
Action
Write
- Identifiers_note
- Profile ID
- Email
- Phone_number
- Consent_note
- Consent to subscribe to Channel
  Required
- SMS Subscription Type
- List
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Name
  Required
Action
Search
- Search_note
  Required
- Email
- Phone Number
- Secondary Search by Phone Number
- List
Action
Search
- Search_note
  Required
- 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
Action
Search or write
New Project as Job
Triggers when a project is created as a job manually, with a Lead Capture Form or when a Public Proposal Form is filled out.
Trigger
Instant
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New Payment Received
Triggers when a client makes a payment on an invoice.
Trigger
Instant
Try It
- Project Workflow
- Project Location: Name
- Project Location: Address Line 1
- Project Location: Address Line 2
- Project Location: City
- Project Location: State/Province
- Project Location: Zip/Postal
- Project Location: Country
- Alternate Contact: First Name
- Alternate Contact: Last Name
- Alternate Contact: Phone
- Alternate Contact: Email
- Client Address: Line 1
- Client Address: Line 2
- Client Address: City
- Client Address: State/Province
- Client Address: Zip/Postal
- Client Address: Country
- Client Company: Name
- Client Company: Email
- Client Company: Phone
- Project Status
- Project Source
- Title
  Required
- Start Date
- End Date
- Client First Name
- Client Last Name
- Client Email
  Required
- Client Phone Number
Action
Write

About Dubsado

Dubsado is a platform that streamlines your client flow. Create repeatable processes, send contracts, get paid... and so much more.

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CRM (Customer Relationship Management)

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About Klaviyo

Klaviyo is an email marketing platform. Powered by data, built for ecommerce and web businesses.