Superdocu Klaviyo

Superdocu + Klaviyo Integrations

Put Superdocu + Klaviyo to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Superdocu and Klaviyo below — describe the exact one you want above and the Agent builds it on demand.

Superdocu + Klaviyo When a document group is rejected in Superdocu, trigger an email automation campaign in Klaviyo. See details
Generate custom contract documents for new leads When a new lead is captured in Klaviyo, automatically create a document from a template in Superdocu pre-populated with contact details. See details
Enroll leads in campaigns when documents are sent for signature When a document is sent for signature in Superdocu, automatically add the matching contact to a targeted follow-up campaign in Klaviyo. See details
Append lead activity updates directly to customer notes When a contact enters a strategic workflow in Klaviyo, automatically append lead activity details to their designated note in Superdocu. See details

Browse the full workflow library →

Looking to achieve something else with Superdocu and Klaviyo?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Superdocu and Klaviyo

Everything Superdocu and Klaviyo can do inside a workflow — the triggers that start one and the actions that run when it fires.

Superdocu Explore Superdocu →

Superdocu is a document collection portal that streamlines client onboarding and document gathering through automated requests and tracking.

Triggers
Contact Invited to Workflow

Triggers when a contact is invited to a workflow.

Contact Complete a Workflow

Triggers when a contact has completed a workflow.

Document Group Expired Today

Triggers when a document expires.

Document Group Rejected

Triggers when a document group has been rejected.

Document Group Expires in One Week

Triggers when a document (group) expires in exactly one week.

Actions
Create Contact

Creates a new contact in Superdocu.

Invite Contact to Workflow

Invites a new contact to a workflow. You have to provider a contact id or email.

Klaviyo Explore Klaviyo →

Klaviyo is an automated marketing platform designed for e-commerce brands to build targeted email and SMS campaigns.

Triggers
New Event

Triggers on a new event. Optional filtering by metric.

Profile added to Segment or List

Triggers when a Profile is added to a Segment or to a List.

New Profile

Triggers when a new Profile is created. Optionally filter for new Profiles that subscribed to a specific channel.

Actions
Add Profile to List

Adds an existing profile to a list

Add Tag to List

Adds an existing tag to a list

Add Tag to Segment

Adds an existing tag to a Segment

Create List

Creates a new list.

Create Profile

Creates a new Profile. Optionally subscribe the Profile to a channel (email or SMS).

Create Event

Creates a new event for a specific metric.

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Customer Stories

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Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
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Huynh H
Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
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Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
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Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
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Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
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Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

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4.9 out of 5 stars on G2

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FAQ

Common questions about Superdocu + Klaviyo

Is there a pre-built Superdocu + Klaviyo automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Superdocu and Klaviyo's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Superdocu or Klaviyo connector?

No. The Agent works whether or not Superdocu or Klaviyo already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does connecting Superdocu and Klaviyo aid sales and marketing teams?

Connecting Superdocu with Klaviyo automates proposal generation, ensures lead records reflect contract signature status, and keeps contact notes aligned across departments.

Can capturing a new lead in Klaviyo prepare a document in Superdocu?

Yes, when prospective clients complete forms in Klaviyo, templates in Superdocu can automatically generate personalized agreements or briefing notes.

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