Integrate Klaviyo with QuickBooks

Send information between Klaviyo and QuickBooks automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions

Integrate Klaviyo and QuickBooks using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Profile added to list

Triggers when a new profile is added to the specific list

Profile updated

Triggers when the details of an existing profile are updated

Segment created

Triggers when a new segment is created

Campaign created

Triggers when a new campaign is created

List created

Triggers when a new list is created

Profile added to segment

Triggers when a new profile is added to the specified segment

Profile created

Triggers when a new profile is created

Event occurred

Triggers when a new event occurs

Deposit added

Triggers when a new deposit is added

Sales receipt updated

Triggers when the details of an existing sales receipt are updated

Inventory item updated

Triggers when any detail of an existing inventory item is updated

Inventory item created

Triggers when an inventory item is created

Estimate updated

Triggers when an estimate is updated

Payment received

Triggers when a payment is received

Account updated

Triggers when an account is updated

Credit memo created

Triggers when a credit memo is created

Credit memo updated

Triggers when the details of an existing credit memo are updated

Non-inventory item updated

Triggers when any detail of an existing non-inventory item is updated

Account created

Triggers when a new account is created

Invoice updated

Triggers when the details of an existing invoice are updated

Bill created

Triggers when a bill is created

Service item updated

Triggers when any detail of an existing service item is updated

Customer created

Triggers when a new customer is created

Service item created

Triggers when a new service item is created

Purchase order created

Triggers when a new purchase order is created

Vendor updated

Triggers when the details of an existing vendor are updated

Estimate created

Triggers when a new estimate is created

Vendor created

Triggers when a new vendor is created

Sales receipt created

Triggers when a new sales receipt is created

Customer updated

Triggers when any detail of an existing customer is updated

Invoice created

Triggers when a new invoice is created

Non-inventory item created

Triggers when a non-inventory item is created

All Actions - Actions are the automated tasks

Unsubscribe profile

Unsubscribes a profile from email and/or SMS marketing

Add profile to list

Adds a new profile to the specified list

Create campaign

Creates a new campaign

Subscribe profile to SMS marketing

Subscribes a profile to SMS marketing

Unsubscribe from all lists

Excludes a subscriber from all lists

Create list

Creates a new list

Send campaign

Sends a new campaign

Assign template to campaign

Assigns a new template to the specified campaign

Create or update profile

Creates a new profile or updates the details of an existing profile

Subscribe profile to email marketing

Subscribers a profile to email marketing

Create event

Creates a new event

Create profile

Creates a new profile

Update campaign

Updates the details of an existing campaign

Update profile

Updates the details of an existing profile

Fetch template

Fetches the details of an existing list by ID or name

Fetch campaign

Fetches the details of an existing campaign by ID or name

Fetch profile

Fetches the details of an existing profile by ID, email, phone number or external ID

Fetch list

Fetches the details of an existing list by ID or name

Fetch segment

Fetches the details of an existing segment by ID or name

Remove profile from list

Removes a profile from the specified list

Create sales receipt

Creates a new sales receipt

Create invoice

Creates a new invoice

Create vendor

Creates a new vendor

Create bill - Account based

Creates a new account-based bill

Create inventory item

Creates a new inventory item

Create credit memo

Creates a new credit memo

Create transfer

Creates a new transfer

Create estimate

Creates a new estimate

Create account

Creates a new account

Create payment record

Creates a new payment record

Create non-inventory item

Creates a new non-inventory item

Create customer

Creates a new customer

Create service item

Creates a new service item

Create deposit

Creates a new deposit

Create bill - Item based

Creates a new item-based bill

Update item status

Updates the status of the specified item

Update estimate

Updates the estimate by ID

Update account

Updates the details of an existing account using account ID

Update invoice

Updates the details of an invoice by ID

Update customer

Updates the details of an existing customer

Fetch item by SKU

Fetches the details of an existing item using SKU

Fetch deposit

Fetches the details of an existing deposit by its ID

Fetch sales term

Fetches the details of a sales term based on its name

Send estimate

Sends an existing estimate

Fetch account

Fetches an account by name

Fetch customer type

Fetches the details of a customer type by its name

Fetch vendor by name

Fetches the details of an existing vendor by name

Send invoice

Sends an invoice to the specified email address

Fetch transfer

Fetches the details of a transfer based on its ID

Fetch payment method

Fetches a payment method based on its name

Fetch customer by ID

Fetches the details of an existing customer by ID

Fetch customer by name or email

Fetches the details of an existing customer by name or email address

Fetch vendor by ID

Fetches the details of an existing vendor by ID

Fetch invoice

Fetches the details of an existing invoice by number

Send sales receipt

Sends an existing sales receipt to the specified email address

Fetch location

Fetches the details of an existing location by name

Fetch category

Fetches the details of an existing category by name

Fetch item

Fetches the details of an existing item by name

What is Klaviyo?

Klaviyo is ecommerce marketing software with realtime activity streams. You can create welcome emails based on browsing behaviour, show data blocks only to selected recipients, and segment your audience dynamically.

What is QuickBooks?

Quickbooks is an accounting software package that lets you manage expenses, create invoices, and track inventory.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Technical and Operations Head, TruAct

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