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Klaviyo - Create PDF, Word, Excel Documents
Klaviyo integrates with Documentero to automatically generate documents whenever new campaigns, events, or profiles are created in your account. By connecting through API or automation tools like Zapier, Make, or n8n, you can turn Klaviyo data into ready-to-use PDFs, Word files, or Excel reports. This helps teams quickly produce campaign summaries, event logs, or customer profile sheets without manual formatting.
Klaviyo
Documentero
Triggers
Watch Campaigns — Triggers when a new campaign is created.
Watch Events — Triggers when a new event is generated.
Watch Profiles on a List — Triggers when a new profile is added to the given list.
Watch Profiles on a Segment — Triggers when a newly created profiles match the given segment conditions.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Klaviyo using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Klaviyo using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF campaign summaries from Klaviyo campaigns
Create Excel reports of new Klaviyo profiles added to a list
Export Klaviyo event data into formatted Word documents
Build PDF archives of Klaviyo email campaigns for compliance
Generate customer profile sheets from Klaviyo segments
Create Excel-based marketing lists from Klaviyo events
Automatically document Klaviyo campaign performance in Word
Export Klaviyo customer activity into PDF logs
Generate formatted onboarding documents from new Klaviyo profiles
Create Excel dashboards from Klaviyo event triggers
How you can use Klaviyo + Documentero
Campaign Reports
Generate a PDF report from each new Klaviyo campaign with details like subject lines, send time, and audience size.
Event Logs
Create a .docx file every time a new Klaviyo event is triggered, storing activity details for review or compliance.
Profile Sheets
Export customer profile data from a Klaviyo list into a formatted Excel file for sales or support teams.
Segment Summaries
Automatically build a document showing profiles that match a Klaviyo segment, ready to share with marketing teams.
Campaign Archive
Save each new campaign as a standardized document for internal records and historical tracking.
Setup Guides
Zapier Tutorial: Integrate Klaviyo with Documentero
- Create a new Zap in Zapier.
- Add Klaviyo to the zap and choose one of the triggers (Watch Campaigns, Watch Events, Watch Profiles on a List). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Zapier: Add Documentero as the next step and connect it using your API key.
- In your zap, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Klaviyo trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Klaviyo with Documentero
- Create a new scenario in Make.
- Add Klaviyo to the scenario and choose one of the triggers (Watch Campaigns, Watch Events, Watch Profiles on a List). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Klaviyo trigger.
- Run or schedule your scenario and verify the output.
n8n Tutorial: Integrate Klaviyo with Documentero
- Create a new workflow in n8n.
- Add Klaviyo to the workflow and choose one of the triggers (Watch Campaigns, Watch Events, Watch Profiles on a List). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In n8n: Add Documentero as the next step and connect it using your API key.
- In your workflow, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Klaviyo trigger.
- Execute (or activate) your workflow and verify the output.
