Klaviyo + PandaDoc

Add subscribers in Klaviyo when new PandaDoc documents are paid

Save time and streamline your sales process by connecting PandaDoc and Klaviyo with this efficient workflow. Whenever a document is marked as paid in PandaDoc, a new subscriber will be added to your Klaviyo list without any manual work. This ensures maintaining up-to-date contact lists to reach out to your new customers, further enhancing your business's digital marketing capabilities.

Save time and streamline your sales process by connecting PandaDoc and Klaviyo with this efficient workflow. Whenever a document is marked as paid in PandaDoc, a new subscriber will be added to your Klaviyo list without any manual work. This ensures maintaining up-to-date contact lists to reach out to your new customers, further enhancing your business's digital marketing capabilities.

  1. When this happens...
    PandaDocPandaDoc
    Document Paid

    Triggers when a document is paid.

    TriggerInstant
  2. automatically do this!
    KlaviyoKlaviyo
    Create Or Update Profile

    Create or Update a Profile and add it to a list you specify. Profiles are single or double opted in based on the list's settings.

    ActionWrite
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Supported triggers and actions

    • Source

    • Document Status

    Trigger
    Instant
    Try It
    • warning

    • EmailRequired

    • First name

    • Last name

    • Company

    • Phone

    • Title

    • Street Address

    • City

    • Postal Code

    • Country

    • State

    Action
    Write
    • EmailRequired

    • First name

    • Last name

    • Company

    • Phone

    • Job Title

    • Street Address

    • City

    • Postal Code

    • Country

    • State

    Action
    Write
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klaviyo logo

About Klaviyo

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

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  • Marketing Automation

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pandadoc logo
pandadoc logo

About PandaDoc

PandaDoc is an all-in-one software that streamlines your sales workflows. Create, send, track, and eSign client-facing documents designed to win more business.
Learn more

Related categories

  • Documents

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