Klaviyo + OrbisX
Create new OrbisX leads from new Klaviyo profiles
Simplify your lead management process with this Klaviyo and OrbisX connection. When a new profile is added in Klaviyo, a lead gets created instantly in OrbisX. This efficient workflow eliminates manual data entry, offering a streamlined solution for managing leads effectively.
Simplify your lead management process with this Klaviyo and OrbisX connection. When a new profile is added in Klaviyo, a lead gets created instantly in OrbisX. This efficient workflow eliminates manual data entry, offering a streamlined solution for managing leads effectively.
- When this happens...
New ProfileTriggers when a new Profile is created. Optionally filter for new Profiles that subscribed to a specific channel.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create LeadCreates a new lead.
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
Completed Event Hook
Triggers when an event is completed
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Get POS Items
Triggers when a list of available POS items is required.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Clients
Triggers when a new clients are created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Estimate Hook
Triggers when a new estimate is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Events Hook
Triggers when a new event is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Expense Hook
Triggers when a new expense is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice Hook
Triggers when a new invoice is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Leads
Triggers when a new leads are created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Payment
Triggers when a new payment is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Tag Added to Client
Triggers when a tag or label is added to a client
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Tag Added to Lead
Triggers when a tag or label is added to a lead
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Tag Removed From Event
Triggers when a tag or label is removed from an event
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Invoice Hook
Triggers when an invoice is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact / Full NameRequired
Initial Interest
Company
Phone
Email
Website
Address
City
State/Province
Zip/Postal Code
Country
Vehicle Year
Vehicle Make
Vehicle Model
Notes
Tag
Source
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AmountRequired
CategoryRequired
Vendor/SupplierRequired
New Customer Name
Existing Client
Reference Number
Expense Date
Notes
Tax Label
Currency Code
Expense Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact / Full NameRequired
Initial Interest
Company
Phone
Email
Website
Address
City
State/Province
Zip/Postal Code
Country
Vehicle Year
Vehicle Make
Vehicle Model
Lead Value ($)
Notes
Source
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead ID
Email
Phone
Notes
Primary User ID
Tags
Lead Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client ID
Phone Number
Email
Start Date
End Date
ActionThis is an event a Zap performs.SearchFind existing data in your appContact / Full NameRequired
Phone
Email
Initial Interest
Company
Website
Address
City
State/Province
Zip/Postal Code
Country
Vehicle Year
Vehicle Make
Vehicle Model
Notes
Tag
Source
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 foundDeleted Event Hook
Triggers when an event is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead Converted to Client
Triggers when a lead is converted to a client
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Booking Request Received
Triggers when a new booking request is received
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Clients Hook
Triggers when a new client is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Estimate
Triggers when a new estimate is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Events
Triggers when a new events are created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Expense
Triggers when a new expense is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Invoice Hook Event Completed
Triggers when an event is completed and sends each of the invoices attached to an event.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Leads Hook
Triggers when a new lead is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Payment Hook
Triggers when a new payment is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Tag Added to Event
Triggers when a tag or label is added to an event
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Tag Removed From Client
Triggers when a tag or label is removed from a client
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Tag Removed From Lead
Triggers when a tag or label is removed from a lead
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Events Hook
Triggers when an event is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Assigned Staff MemberRequired
Event DateRequired
Event TimeRequired
TitleRequired
Details
Price
Duration (minutes)
Service ID
Service Name
Existing Lead
Existing Client
New Lead Name
New Client Name
New Lead/Client Email
New Lead/Client Phone
Vehicle Year
Vehicle Make
Vehicle Model
Event Address
Event Notifications
Event Tags/Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Journal EntryRequired
Journal TargetRequired
Target ID (lead or client ID)Required
Staff/User ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Message TypeRequired
Message ContentRequired
Client's Phone or EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full Name
Phone
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appFull Name
Phone
Email
Tag
Vehicle Year
Vehicle Make
Vehicle Model
Interest
Source
Lead ID
ActionThis is an event a Zap performs.SearchFind existing data in your appContact / Full NameRequired
Phone
Email
Tags
Vehicle Year
Vehicle Make
Vehicle Model
Initial Interest
Source
Lead ID
Company
Website
Address
City
State/Province
Zip/Postal Code
Country
Lead Value ($)
Notes
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
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