Connect Klaviyo

Klaviyo's Shopify integration syncs orders, checkouts and browsing, but it knows nothing about draft orders. An invoice you send never shows up as an event, a paid invoice only appears once it becomes an order, and customers who received an invoice can even land in your Abandoned Checkout flow. Connecting Klaviyo to B2B Draft Order Invoices GOAT fills that gap: every invoice, reminder, payment and quote request becomes an event in Klaviyo that you can build flows and filters around.

How to connect

1. In the app, open Integrations in the left sidebar.
2. Click Connect Klaviyo. You'll be sent to Klaviyo to approve access (you need an owner, admin or manager role there). Klaviyo may show an "App has not been reviewed" notice first - click Continue.
3. Pick the Klaviyo account to connect if you manage more than one, then click Allow.
4. You land back on the Integrations page with a green Connected badge and your Klaviyo account name.

There are no API keys to copy. The app asks Klaviyo for the minimum access it needs: read your account name, and create events and profiles.

As soon as you connect, the app sends a sample Invoice Sent event so the metric exists in Klaviyo right away. Use the Send a test event box on the Integrations page to send another sample to any email address while you build your flows.

Events sent to Klaviyo

These appear in Klaviyo's flow trigger dropdown as metrics. Every event carries the customer's email, so a profile is created or updated in Klaviyo when the event lands.

Event properties

Each draft order event includes the details you need to personalise messages and split flows:

• draft_order_id, draft_order_number and draft_name (for example #D123)
• invoice_url - the customer's secure Shopify payment link, ready to drop into an email as {{ event.invoice_url }}
• status, note, tags and any discount_codes
• items - the line items with title, variant, SKU, quantity and price
• the order value as the event's value, plus currency

Invoice Sent events add is_first_invoice - true on the first send for a draft order, false on re-sends and reminders. Reminder events add reminder_number and scheduled_for; payment events add order_id and order_number; view events add viewed_at; quote events add quote_id, the customer's name and phone, and the requested items.

Recipes

A good rule of thumb for splitting work between the two systems: let Shopify keep sending what it already sends well (the invoice itself), and use Klaviyo for the messages Shopify can't send at all - branded follow-ups, SMS, quote confirmations, and onboarding. The events don't care who sends the email: Invoice Sent, Invoice Viewed and Invoice Paid fire on the activity itself, so your Klaviyo funnel and dashboards work even if every customer-facing email stays native.

Keep invoiced customers out of Abandoned Checkout

Klaviyo can't tell an invoice checkout apart from an abandoned cart, so customers you've invoiced may receive "you left something behind" emails. To exclude them:

1. In Klaviyo, open your Abandoned Checkout (or Abandoned Cart) flow.
2. Open the trigger settings and add a flow filter: What someone has done (or not done) → Invoice Sent → zero times → in the last 14 days.
3. Update the flow.

Branded invoice reminders

The app's built-in payment reminders use Shopify's invoice email template. If you'd rather send reminders with your own branding, templates and copy, build them as a Klaviyo flow instead:

1. Create a flow triggered by Invoice Sent.
2. Add a trigger filter: is_first_invoice equals true. This makes the flow start once per invoice - re-sends won't restart it.
3. Add a time delay (say 3 days), then a flow filter on the email: Invoice Paid → zero times → since starting this flow.
4. Design the email your way. Link the payment button to {{ event.invoice_url }} - that's the customer's secure Shopify payment link - and personalise with {{ event.draft_name }}, {{ event.items }} and the event's value.
5. Repeat delays + filtered emails for your second and third reminders, escalating the tone as you go.
6. Mark each message as transactional so it reaches customers who haven't opted into marketing.

SMS payment reminders

A text usually gets seen faster than a third email. If you use Klaviyo SMS, add a text nudge for unpaid invoices:

1. In your branded reminder flow above (or a separate flow triggered the same way), add an SMS step after your first email reminder, behind the same Invoice Paid → zero times filter.
2. Keep it short: who you are, the invoice number ({{ event.draft_name }}), and the payment link ({{ event.invoice_url }}).
3. Mark the message transactional so it can reach profiles who haven't subscribed to marketing SMS.

The customer's phone number is included on events whenever the draft order or customer record has one; profiles without a phone number simply skip the SMS step.

Instant quote acknowledgments

New quote requests land on the Quotes page in the app, but the customer hears nothing until you act. A confirmation sets expectations and buys you time to price the quote:

1. Create a flow triggered by Quote Requested with no delay.
2. Send a short email: "We've received your request and will get back to you within 1 business day." Include what they asked for with {{ event.items }}, and mark it transactional.
3. Optionally, create a second flow on Quote Converted that tells the customer their quote is ready and links to {{ event.invoice_url }} so they can pay straight away.

Onboard new invoice customers

The first invoice is a natural moment to explain how buying from you on invoice works - payment methods and terms, who to contact, what happens after payment. To catch only each customer's first-ever invoice:

1. Create a flow triggered by Invoice Sent.
2. Add a flow filter: What someone has done (or not done) → Invoice Sent → equals → 1 → over all time. At the moment the flow starts the triggering event is the profile's only one, so this matches first-time invoice customers and quietly drops repeat buyers.
3. Send your welcome/onboarding email alongside (not instead of) the invoice itself.

This pairs well with the branded reminder flow: new accounts get the explainer, everyone gets the follow-ups.

Sending email to customers who haven't opted in

Invoice and quote messages are transactional - the customer asked for the invoice or quote, so telling them it's ready is a service message, not marketing. In Klaviyo, mark those flow messages as transactional (open the message, then Apply for transactional status) and they send regardless of subscription status. Only metric-triggered flows can be marked transactional, which is exactly what these are.

Checking that it's working

The Integrations page shows your connected account, when you connected, and Last event sent. If Klaviyo rejects an event, the reason is shown on the page.

Events are delivered in the background, so expect a short delay - usually well under a minute - between the action in Shopify and the event appearing on the customer's profile in Klaviyo. Draft orders without a customer email are skipped, since there is no profile to attach the event to.

Troubleshooting

• "Reconnect required" banner: Klaviyo revoked our access, usually because the app was removed inside Klaviyo or its permissions changed. Click Reconnect to restore delivery.
• A metric is missing from the flow dropdown: metrics only appear in Klaviyo after their event has fired at least once. Use Send a test event for Invoice Sent, or perform the action once for the others.
• An event isn't showing on a profile: we match profiles by email address. Check the email on the draft order matches the profile in Klaviyo, and that the draft order actually has a customer email.
• Duplicate events after a retry: each event carries a unique ID, so Klaviyo keeps only one copy even if it is delivered more than once.

Disconnecting stops all events immediately and revokes the app's access in Klaviyo. Events already sent stay on your profiles.

Need help?

Reach out at hello@conspireagency.com and we'll help you get your flows set up.