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How to connect Monday and Klaviyo
Create a New Scenario to Connect Monday and Klaviyo
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Monday, triggered by another scenario, or executed manually (for testing purposes). In most cases, Monday or Klaviyo will be your first step. To do this, click "Choose an app," find Monday or Klaviyo, and select the appropriate trigger to start the scenario.
Add the Monday Node
Select the Monday node from the app selection panel on the right.
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Add the Klaviyo Node
Next, click the plus (+) icon on the Monday node, select Klaviyo from the list of available apps, and choose the action you need from the list of nodes within Klaviyo.
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Authenticate Klaviyo
Now, click the Klaviyo node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Klaviyo settings. Authentication allows you to use Klaviyo through Latenode.
Configure the Monday and Klaviyo Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Monday and Klaviyo Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Monday, Klaviyo, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Monday and Klaviyo integration works as expected. Depending on your setup, data should flow between Monday and Klaviyo (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Monday and Klaviyo
Monday + Klaviyo + Zoom: When a new item is created in Monday, indicating a new project, the client's profile is added to a specific list in Klaviyo. A Zoom meeting is then scheduled to kick off the project with the client.
Klaviyo + Monday + Slack: When a Klaviyo email campaign is sent, a task is created in Monday to track the campaign's performance. The marketing team is then notified in a Slack channel about the new tracking task.
Monday and Klaviyo integration alternatives
About Monday
Sync Monday boards with other apps in Latenode to automate project updates and task management. Trigger actions in other systems (like sending emails or updating databases) based on Monday status changes. Visualize and customize workflows easily, scaling automations without complex code or per-step fees.
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About Klaviyo
Use Klaviyo in Latenode to automate email marketing based on real-time triggers. Sync customer data, personalize campaigns, and track results within automated workflows. Connect Klaviyo to other apps like CRMs or payment gateways. Run automations without per-step cost limits, scale email personalization, and use AI to improve campaign targeting.
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FAQ Monday and Klaviyo
How can I connect my Monday account to Klaviyo using Latenode?
To connect your Monday account to Klaviyo on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Monday and click on "Connect".
- Authenticate your Monday and Klaviyo accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger Klaviyo emails from new Monday items?
Yes, trigger Klaviyo emails when new items are created in Monday. Latenode's visual editor and advanced logic allow you to customize email content with data from Monday for personalized messaging.
What types of tasks can I perform by integrating Monday with Klaviyo?
Integrating Monday with Klaviyo allows you to perform various tasks, including:
- Adding new Monday contacts to a Klaviyo list.
- Updating Klaviyo profiles based on Monday activity.
- Triggering email sequences from Monday status changes.
- Creating Monday tasks from Klaviyo email engagement.
- Syncing customer data between Monday and Klaviyo.
Can I use custom fields from Monday in Klaviyo emails?
Yes! Latenode supports custom fields, enabling you to include specific Monday data in your Klaviyo email content, creating highly personalized campaigns and improving engagement.
Are there any limitations to the Monday and Klaviyo integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript coding.
- Rate limits of Monday and Klaviyo APIs apply.
- Historical data migration needs custom workflow design.
