Klaviyo and Monday: Closed-Deal Past-Client Segment Template
When a deal is marked closed on your Monday.com board, this Spojit template moves that client into a Klaviyo past-clients segment so home-anniversary and referral campaigns can reach them later.
What It Builds
A Webhook trigger fires the moment a deal item flips to a closed status on your Monday.com board. A Connector node reads the client's name and email from the item, then a second Connector node creates or updates that contact in Klaviyo and adds them to your past-clients list. From there your existing Klaviyo flows handle the long-term nurture.
The Prompt
Paste this into Miraxa and it builds the workflow, connecting the tools for you:
Build a workflow that triggers by webhook when a Monday.com deal item is marked as a closed status. Read the client's name and email from that item, then create or update the matching contact in Klaviyo and add them to my "Past Clients" list so home-anniversary and referral campaigns reach them later.Connectors Used
- Webhook trigger - starts the run when a Monday.com deal closes.
- Monday.com - reads the closed deal item's client name and email.
- Klaviyo - creates or updates the contact and adds them to the past-clients segment.
Customize It
Change the segment name in the prompt, point it at a different board or status label, or pull extra fields such as the close date or property address so anniversary timing is exact. You can also map a custom Klaviyo property to drive referral-campaign timing.
Tips
- Make sure the Klaviyo connection has list and profile write scopes before running.
- Keep the Klaviyo step in Direct mode for a single, predictable add action with no AI cost.
- Send the closed-deal payload to your Spojit webhook URL via a Monday automation so the trigger fires reliably.