Integrate Expensify with Klaviyo

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

Build your own integrations between Expensify and Klaviyo

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Supported triggers and actions

Integrate Expensify and Klaviyo using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Report created

Triggers when a new report is created

Report status changed

Triggers when the status of a report is changed to the selected option

Policy created

Triggers when a new policy is created

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

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

All Actions - Actions are the automated tasks

Create expense item

Creates a single expense item

Fetch report

Fetches the details of a specified report by report ID

Add profile to list

Adds a new profile to the specified list

Send campaign

Sends a new campaign

Subscribe profile to SMS marketing

Subscribes a profile to SMS marketing

Unsubscribe profile

Unsubscribes a profile from email and/or SMS marketing

Create event

Creates a new event

Create campaign

Creates a new campaign

Create profile

Creates a new profile

Subscribe profile to email marketing

Subscribers a profile to email marketing

Create list

Creates a new list

Create or update profile

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

Assign template to campaign

Assigns a new template to the specified campaign

Unsubscribe from all lists

Excludes a subscriber from all lists

Update profile

Updates the details of an existing profile

Update campaign

Updates the details of an existing campaign

Fetch segment

Fetches the details of an existing segment by ID or name

Fetch campaign

Fetches the details of an existing campaign by ID or name

Fetch template

Fetches the details of an existing list by ID or name

Fetch list

Fetches the details of an existing list by ID or name

Fetch profile

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

Remove profile from list

Removes a profile from the specified list

What is Expensify?

Expensify is expense management software that provides invoicing, bill processing, and other related financial tools and services. You can set up automatic approval, duplicate expense detection, and also inbox and guided review.

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.

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 Engineer, Master Liveaboards

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