Klaviyo

Marketing

Neotask runs your Klaviyo email and SMS marketing autonomously - managing campaigns, flows, profiles, and segments so your customer lifecycle marketing operates without constant manual attention.

• Campaigns launch and report without manual work - your agent creates campaigns, assigns templates, and retrieves performance metrics on a schedule you set
• Customer profiles stay current and segmented - your agent creates and updates profiles, manages subscriptions, and keeps your audience data clean and actionable
• Revenue attribution is always available - your agent queries flow and campaign reports so you always know which automations are driving the most value

What You Can Do

The Klaviyo integration gives Neotask 29 actions across the full email and SMS marketing lifecycle.

Area	Actions	What They Do
Campaigns	Get campaigns, get campaign, create campaign, assign template to message	Build and manage email and SMS campaign infrastructure
Flows	Get flows, get flow, get flow report	Access your automation sequences and their performance data
Profiles	Get profiles, get profile, create profile, update profile, subscribe/unsubscribe to marketing	Manage subscriber records and marketing consent
Segments & Lists	Get lists, get list, get segments, get segment	Access audience groups for targeting and analysis
Events & Metrics	Get events, create event, get metrics, get metric, query metric aggregates	Track behavioral events and query performance data
Templates	Create email template, get email template	Manage reusable email designs
Images	Upload image from file, upload image from URL	Manage your email media library
Catalogs	Get catalog items	Access your product catalog for dynamic content
Reporting	Get campaign report, get flow report	Pull performance analytics for campaigns and flows
Account	Get account details	Retrieve your Klaviyo account configuration

Every action runs autonomously or requires your approval - you decide.

Try Asking

• "Create a new email campaign called 'Summer Collection Launch' targeting the 'Active Subscribers' list"
• "Show me the performance report for our welcome flow - what's the revenue per recipient?"
• "Update all profiles that haven't purchased in 90 days with the 'at-risk' segment tag"
• "Create an event for every new enterprise signup and add them to the enterprise onboarding flow"
• "What are the top 5 highest-revenue flows in our account?"
• "Get the click rate for last week's promotional campaign and compare it to the 30-day average"
• "Subscribe all new trial users to our onboarding email sequence"
• "Create an email template for our abandoned cart recovery sequence"

Pro Tips

• Schedule weekly revenue attribution reports: your agent queries campaign and flow performance and delivers a digest to your marketing team
• Use event creation to trigger flows from external systems - your agent creates Klaviyo events when specific CRM or payment actions occur
• Approval gates on campaign creation prevent untested campaigns from going live - your agent drafts and you review before sending
• Multi-agent teams excel at Klaviyo: one agent manages list hygiene, another creates campaigns, a third monitors performance
• Combine with your e-commerce integration so purchase events automatically trigger the right post-purchase flows

Plans

Works Well With

• BigQuery - Connect Klaviyo to BigQuery with Neotask to build a scalable email marketing data warehouse. Sync campaign metrics, segm...
• ClickSend - Connect ClickSend and Klaviyo with Neotask to unify SMS and email marketing automation. Sync audiences, trigger cross-ch...
• Commerce Layer - Connect Commerce Layer and Klaviyo with Neotask to automate headless commerce email marketing. Sync order data, trigger ...
• Discord - Connect Discord and Klaviyo with Neotask to sync community members into email flows, trigger campaigns from server activ...
• Google Calendar - Connect Google Calendar with Klaviyo to automate email and SMS campaigns based on scheduled events, availability, and ke...
• Google Tasks - Connect Google Tasks and Klaviyo to automate campaign task management, sync marketing workflows, and keep your team on t...
• HubSpot - Connect HubSpot and Klaviyo to sync contacts, trigger email flows from CRM events, and keep your segments accurate witho...
• Intercom - Connect Intercom and Klaviyo with Neotask to sync customer conversations, support data, and segments across your messagi...
• Mailgun - Connect Klaviyo and Mailgun with Neotask to optimize email marketing delivery, route transactional email through a relia...
• Microsoft 365 - Connect Klaviyo and Microsoft 365 with Neotask to unify your email marketing and office productivity workflows. Sync con...
• Monday.com - Connect Klaviyo and Monday.com with Neotask to sync email campaigns, track marketing tasks, and manage flows directly fr...
• NetSuite - Connect Klaviyo and NetSuite to sync customer data, automate order-triggered campaigns, and keep your marketing and ERP ...
• PayPal - Connect Klaviyo and PayPal with Neotask to automate purchase email sequences, trigger campaigns from payment events, and...
• Pendo - Connect Klaviyo and Pendo with Neotask to unify product analytics and email marketing. Build smarter segments from in-ap...
• Shopify - Sync Shopify customer and order data to Klaviyo so every email and SMS campaign is perfectly targeted.
• Vimeo - Connect Klaviyo and Vimeo with Neotask to supercharge your video email marketing. Trigger personalized email and SMS cam...
• Webflow - Analyze Pipedrive CRM data in Snowflake. Neotask automates sales data pipelines for advanced revenue analytics and forec...
• Windsor.ai - Connect Klaviyo and Windsor.ai with Neotask to unify email marketing performance with cross-channel attribution data and...
• Wix - Connect Klaviyo and Wix with Neotask to automate ecommerce email marketing, sync customer data, and run campaigns on aut...
• Wrike - Connect Klaviyo and Wrike with Neotask to automate campaign planning, sync email performance data to project tasks, and ...
• YouTube - Connect Klaviyo and YouTube with Neotask to automate video email marketing campaigns. Sync YouTube content to Klaviyo se...
• ZoomInfo - Connect Klaviyo and ZoomInfo with Neotask to enrich email lists, sync prospect data, and automate targeted marketing cam...

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