Actionstep + Klaviyo

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.

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.

  1. When this happens...
    KlaviyoKlaviyo
    New Event

    Triggers on a new event. Optional filtering by metric.

    TriggerPolling
  2. automatically do this!
    ActionstepActionstep
    Create Matter

    Creates a new action/matter.

    ActionWrite
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Supported triggers and actions

    • Audience Type

    Trigger
    Polling
    Try It
    • Profile IDRequired

    • ListRequired

    Action
    Write
    • TagRequired

    • SegmentRequired

    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
actionstep logo
actionstep logo

About Actionstep

Actionstep is a Legal Practice Management Solution for Law firms.

Related categories

  • CRM (Customer Relationship Management)

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klaviyo logo
klaviyo logo

About Klaviyo

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

Related categories

  • Marketing Automation

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