Using Klaviyo actions in action flows

Before you can include external actions in your action flows, you must connect the action builder to the external system.


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Summary: ◀▼
You can connect action flows to Klaviyo using an API key to automate customer profile management, event tracking, list subscriptions, and campaign creation. This integration supports creating, updating, and looking up profiles, managing lists and metrics, and handling campaigns. Use a dedicated service account for secure connections and review permissions carefully to maintain control over data and actions performed through the integration.




By connecting the action builder to external systems, such as Klaviyo, admins
can integrate Zendesk with external systems in automated workflows, improving
collaboration and maintaining a seamless experience across multiple platforms.
Note: The steps associated with external systems in action flows are
referred to collectively as external actions.

This article contains the following topics:
Connecting Klaviyo to action builder
Using Klaviyo actions in action flows




Connecting Klaviyo to action builder

Before you can include external actions in your action flows, you must connect the
action builder to the external system.
When connecting to external systems for use in action flows, the following best practices are recommended:
All external actions performed by an action flow are attributed to the user who connected the
external system. Therefore, it's a best practice to use a dedicated service
account rather than personal credentials when connecting to each external
system.
All integrations request access to necessary scopes. However, it's important that you review and validate the scopes before authorizing the connection to the external system.
When managing credentials for API key-based tools, such as OpenAI, it's best to store keys in a secure vault or credential manager.


To create an API key
The Klaviyo connection requires an API key for authentication. For detailed
instructions, see the Klaviyo API credentials documentation.
Important: Keep your API key secure and do not share
it. The key grants access to your Klaviyo account and allows action flows to
perform operations on your behalf.

Log in to your Klaviyo account.
Go to Settings > API Keys.
Copy the key in the format: Klaviyo-API-Key {your_key}

Save the API key or keep the window open so you can copy and paste it into
Zendesk. You'll need it when connecting Klaviyo to action
builder.




To connect action builder to Klaviyo
In Admin Center, click
Apps and integrations in the sidebar, then select Actions > Action
flows.

Create or edit an action flow.
Open the step sidebar.
Under External actions, click Klaviyo.
Click Connect.
Follow the prompts to enter your Klaviyo API key and complete the
connection. Paste the full key, including the prefix. When you authorize
the connection, you'll be redirected to Klaviyo to grant permissions to
your Zendesk account.
The Klaviyo connection uses OAuth 2.0 with
the authorization code grant type. Review the permissions carefully
before authorizing the connection. These permissions allow action flows
to create and modify pages, add comments, manage database items, and
update content in your Klaviyo workspace on your behalf.

Note: All external actions performed by an action flow
are attributed to the user who connected the external system. Therefore,
it is a best practice to use a dedicated service account rather than
personal credentials when connecting to each external
system.



After you've connected to the system, you'll see an indicator that it's connected and
details about the instance you're connected to, as well as the actions available for
Klaviyo.



Using Klaviyo actions in action flows

The following Klaviyo actions are available:
Create profile
Update profile
Lookup profile
Create event
Subscribe profile to
list
Remove profile from
list
Lookup list
List lists
Create list
Lookup metric
List metrics
Create campaign
Look up campaigns
List campaigns




Creating a profile

Use the Create profile action to create a new customer profile in Klaviyo
with contact information and attributes.
This action has the following inputs and outputs:










Variables




Inputs
Optional: Email, Phone
number, First name,
Last name,
Organization, Title,
Image URL, Address line
1, Address line 2,
City, Region/State,
Country, Zip/Postal
code Phone numbers must use E.164 format with
a + sign, country code, and subscriber number
with no spaces or special characters (e.g.,
+15551234567).



Output
Returns an object containing the profile ID, email, phone
number, first name, last name, organization, title, image,
created and updated timestamps, and location object (with
address1, address2, city, region, country, zip).








Updating a profile

Use the Update profile action to update an existing customer profile in
Klaviyo with new information.
This action has the following inputs and outputs:










Variables




Inputs
Required: Profile ID Optional:
Email, Phone
number, First name,
Last name,
Organization,
Title, Image URL,
Address line 1, Address
line 2, City,
Region/State,
Country, Zip/Postal
code
Phone numbers must use E.164
format with a + sign, country code, and
subscriber number with no spaces or special characters
(e.g., +15551234567).



Output
Returns an object containing the profile ID, email, phone
number, first name, last name, organization, title, image,
created and updated timestamps, and location object (with
address1, address2, city, region, country, zip).








Looking up a profile

Use the Lookup profile action to retrieve a single customer profile by ID,
email, or phone number.
This action has the following inputs and outputs:










Variables




Inputs
Required: Identity profile by,
Profile identifier You can identify
profiles by ID, Email, or Phone number. The Profile
identifier field becomes visible after selecting the
identification method.



Output
Returns an object containing the profile ID, email, phone
number, first name, last name, organization, title, image,
created and updated timestamps, and location object (with
address1, address2, city, region, country, zip).








Creating an event

Use the Create event action in Klaviyo to trigger flows and measure
engagement.
This action has the following inputs and outputs:










Variables




Inputs
Required: Metric name, Profile
ID Optional: Properties,
Timestamp
Properties should
be provided as key-value pairs in JSON format. Timestamp
should use ISO 8601 format (e.g., 2025-01-15T14:30:00Z)
and defaults to current time if not
provided.



Output
Returns an object containing the metric name, profile ID,
and properties object.








Subscribing a profile to a list

Use the Subscribe profile to list action to add a profile to a list with
optional email and SMS consent settings.
This action has the following inputs and outputs:










Variables




Inputs
Required: List Optional:
Email, Phone
number, Profile ID,
Email consent, SMS
consent
Phone numbers must use E.164
format. Email consent and SMS consent options include
Yes - Subscribe to email/SMS (SUBSCRIBED) or No - Do not
subscribe to email/SMS (NONE).



Output
Returns an object containing success status (boolean) and
message.








Removing a profile from a list

Use the Remove profile from list action to remove a profile from a
specific list in Klaviyo.
This action has the following inputs and outputs:










Variables




Inputs
Required: List, Profile
ID



Output
Returns an object containing success status (boolean) and
message.








Looking up a list

Use the Lookup list action to retrieve details of a specific list by ID or
name.
This action has the following inputs and outputs:










Variables




Inputs
Required: Identify list by, List
identifier You can identify lists by ID or
Name. The List identifier field becomes visible after
selecting the identification method.



Output
Returns an object containing the list ID, name, created
and updated timestamps, and opt-in process.








Listing lists

Use the List lists action to retrieve all lists in Klaviyo with optional
name filtering and pagination.
This action has the following inputs and outputs:










Variables




Inputs

Optional: Name, Page
cursor



Output
Returns an object containing an array of lists (each with
ID, name, created and updated timestamps, and opt-in
process) and next page cursor for pagination.








Creating lists

Use the Create list action to create a new list in Klaviyo for organizing
profiles.
This action has the following inputs and outputs:










Variables




Inputs

Required: Name



Output
Returns an object containing the list ID, name, created
and updated timestamps, and opt-in process.








Looking up a metric

Use the Lookup metric action to retrieve details of a specific metric by
ID.
This action has the following inputs and outputs:










Variables




Inputs

Required: Metric ID



Output
Returns an object containing the metric ID, name, created
and updated timestamps, and integration object (with ID,
name, and category).








Listing metrics

Use the List metrics action to retrieve all metrics in Klaviyo with
optional filtering and pagination. Use this action to discover available event
metrics for tracking customer behavior.
This action has the following inputs and outputs:










Variables




Inputs

Optional: Integration name,
Integration category, Page
cursor



Output
Returns an object containing an array of metrics (each
with ID, name, created and updated timestamps, and
integration object with ID, name, and category) and next
page cursor for pagination.








Creating campaigns

Use the Create campaign action to create a new marketing campaign in
Klaviyo with email or SMS channel.
This action has the following inputs and outputs:










Variables




Inputs

Required: Name, List,
Channel, Send
strategy
Optional: Subject, Preview
text, From email,
From name, Reply-to
email
Channel options are Email or SMS.
Send strategy options include Immediate, Scheduled
(static), Throttled, or Smart Send Time. Subject line is
required for email campaigns.



Output
Returns an object containing the campaign ID, name,
status, channel, created and updated timestamps, and send
time.








Looking up a campaign

Use the Lookup campaign action to retrieve details of a specific campaign
by ID or name.
This action has the following inputs and outputs:










Variables




Inputs

Required: Identify campaign by,
Campaign identifier
When searching by Name (contains), the search returns the
first match.
The Campaign identifier field becomes visible after
selecting the identification method.



Output
Returns an object containing the campaign ID, name,
status, channel, created and updated timestamps, send time,
and archived status (boolean).








Listing campaigns

Use the List campaigns action to retrieve campaigns in Klaviyo with
optional filtering and pagination.
This action has the following inputs and outputs:










Variables




Inputs

Required: Channel
Optional: Name, Status,
Archived, Page
cursor
Status options include Draft, Scheduled, Sent, or
Cancelled.
Archived filter accepts Yes or No.



Output
Returns an object containing an array of campaigns (each
with ID, name, status, channel, created and updated
timestamps, send time, and archived status) and next page
cursor for pagination.








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