--- title: "Connect AgencyZoom and Brevo - APIANT.ai" description: "When \"Service Request Created\" fires in AgencyZoom, your agent runs \"Add or Update Contact\" in Brevo." canonical: "https://apiant.ai/connect/agencyzoom-to-brevo" --- # Connect AgencyZoom and Brevo When **Service Request Created** fires in [AgencyZoom](https://apiant.ai/connections/agencyzoom), your agent runs **Add or Update Contact** in [Brevo](https://apiant.ai/connections/brevo), or **Company Added** in Brevo to **Add customer** in AgencyZoom. Describe the whole flow and it is built, tested on every scenario and kept running. AgencyZoom **3** triggers AgencyZoom **23** actions Brevo **16** triggers Brevo **16** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want AgencyZoom and Brevo to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What AgencyZoom and Brevo can do together ### From AgencyZoom to Brevo - When **Service Request Created** in AgencyZoom then **Add or Update Contact** in Brevo - When **Lead Stage Change** in AgencyZoom then **Add or Update Deal** in Brevo ### From Brevo to AgencyZoom - When **Company Added** in Brevo then **Add customer** in AgencyZoom - When **Company Updated** in Brevo then **Add customer note** in AgencyZoom Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with AgencyZoom and Brevo ## Triggers and actions 19 triggers · 39 actions - Trigger **Lead Stage Change** Triggers when a lead moves into a different pipeline stage. - Trigger **Lead Status Change** Triggers when a lead's status changes (for example from New to Quoted, Won or Lost) in AgencyZoom. - Trigger **Service Request Created** Triggers when a new service request (service ticket) is created in AgencyZoom, optionally limited to tickets matching the filters you choose. - Action **Add customer** Creates a new customer in AgencyZoom with contact details, address, assigned producer and CSR, tags and custom field values. - Action **Add customer note** Adds a note to an existing customer's record in AgencyZoom. - Action **Change lead status** Changes a lead's status in AgencyZoom to Active, Won, Lost or X-Dated, optionally moving it to a pipeline stage, recording a loss reason or setting a recycle date. - Action **Complete service ticket** Completes an AgencyZoom service ticket with a resolution, optionally adding a resolution description and cancelling the ticket's related tasks. - Action **Complete task** Marks an AgencyZoom task as completed. - Action **Create a Note** Adds a note to a lead in AgencyZoom. - Action **Create Business Lead** Creates a commercial (business) lead in AgencyZoom with its business details, contact information, pipeline stage and assigned producer. - Action **Create Personal Lead** Creates a personal (individual) lead in AgencyZoom in the pipeline and stage you choose, assigned to a producer. - Action **Create Service Request** Creates a service request (service ticket) for a customer in AgencyZoom, placed in the pipeline and stage you choose. - Action **Create Task** Creates a task in AgencyZoom, optionally linked to a lead or customer and assigned to a team member. - Action **Delete customer** Deletes a customer from AgencyZoom. - Action **Delete lead** Deletes a lead in AgencyZoom, optionally deleting its linked contacts too. - Action **Find a Lead** Returns the AgencyZoom leads that match the name, email, phone, status, owner, pipeline or date criteria you supply, plus the first match on its own. - Action **Find customers** Returns the customers in your AgencyZoom agency that match the criteria you give, such as email, phone, name, policy number or assigned agent. - Action **Find Service Request** Returns the service requests (service tickets) that match the household name, policy number, status, pipeline, dates or other criteria you specify. - Action **Find tasks** Returns AgencyZoom tasks matching the criteria you choose, such as status, assignee, task type, due period, lead source or creation date range. - Action **Get customer** Returns one customer's full details, including contact information, custom fields, policies, notes, tasks and files. - Action **Get lead** Returns the full details of one AgencyZoom lead, including its contact information, pipeline stage, opportunities, quotes and custom field values. - Action **Update customer** Updates an existing AgencyZoom customer's contact details, address, assigned CSR and producer, tags and custom fields. Fields left blank are not changed. - Action **Update Lead** Updates an existing personal lead in AgencyZoom. Fields you leave blank keep the lead's current values. - Action **Update policy** Updates an existing policy in AgencyZoom, such as its carrier, premium, dates, producer and tags. - Action **Update Service Request** Updates an existing AgencyZoom service request (service ticket), including its pipeline stage, subject, category, priority, assignees, related policies, due date, tags and custom fields. - Action **Update task** Updates an existing AgencyZoom task — its title, type, due date, notes, assignee, linked lead or customer, invitees or open/completed status. - Trigger **Company Added** Triggers when a company is created in Brevo. - Trigger **Company Updated** Triggers when a company is updated in Brevo. - Trigger **Contact Added** Triggers when a Brevo contact is added. - Trigger **Contact Subscribed to List (instant)** Instant trigger — fires when a contact is added to a list (Brevo marketing webhook event listAddition). Self-registering via the Brevo Create/Delete webhook API. - Trigger **Contact Unsubscribed** Triggers when a contact unsubscribes from an email campaign in Brevo. - Trigger **Contact Updated (instant)** Instant trigger — fires when a contact is updated (Brevo marketing webhook event contactUpdated). Self-registering via the Brevo Create/Delete webhook API. - Trigger **Deal Added** Triggers when a deal is created in Brevo. - Trigger **Deal Stage Updated** Triggers when a deal's stage is updated in Brevo. - Trigger **Link Clicked** Triggers when a Brevo contact clicks on any link in a Brevo email campaign. - Trigger **Marketing Email Delivered** Triggers when a Brevo campaign marketing email is delivered. - Trigger **Marketing Email Hard Bounced** Triggers when a Brevo campaign marketing email is hard bounced. - Trigger **Marketing Email Opened** Triggers when a Brevo campaign marketing email is opened. - Trigger **New Campaign Status** Triggers when the status of a Brevo campaign is updated. - Trigger **Transactional Email Delivered** Triggers when a Brevo transactional email is delivered. - Trigger **Transactional Email Hard Bounced** Triggers when a Brevo transactional email is hard bounced. - Trigger **Transactional Email Opened** Triggers when a Brevo transactional email is opened. - Action **Add or Update Associations** Adds or updates associations to companies, deals or contacts in Brevo. - Action **Add or Update Company** Create a new company or update an existing one in Brevo. - Action **Add or Update Contact** Creates or updates a contact. An attribute you map but leave EMPTY is IGNORED - the stored value is preserved, not deleted. Because of that, this action cannot CLEAR an attribute: to empty one, edit it in Brevo directly. Note an explicit null does not clear on Brevo either. - Action **Add or Update Deal** Create a new deal or update an existing one in Brevo. - Action **Delete Company** Deletes the selected company in Brevo, identified by its company ID. - Action **Delete Contact** Deletes the selected contact in Brevo. The contact can be identified by its email address or its contact ID. - Action **Delete Deal** Deletes the selected deal in Brevo, identified by its deal ID. - Action **Event Create** Create event for selected contact. - Action **Find Company** Finds companies in Brevo whose name matches the name you supply. Returns every match, up to 50. - Action **Find Deal** Finds deals in Brevo whose name matches the name you supply. Returns every match, up to 50. - Action **Remove Associations** Removes associations between companies, deals, or contacts in Brevo. - Action **Search Contact** Check if a contact exists in Brevo and fetch the contact details. Contact can be found by email, mobile phone number, Brevo contact ID, external ID, Whatsapp ID and landline number. - Action **Send Transactional Email** Sends an email from your Brevo account with HTML or plain text content. - Action **Send Transactional SMS** Sends an transactional SMS from your Brevo account. - Action **Unsubscribe Contact** Unsubscribe contact from the list(s) he belong to. - Action **Update Contact** Updates an existing contact by its Brevo contact ID: set attributes, block or unblock email campaigns, and add the contact to or remove it from lists. Only the fields you fill in are changed. ## Each app on its own - [ **AgencyZoom** AgencyZoom is a sales and automation software specifically made for P&C insurance agents.](https://apiant.ai/connections/agencyzoom) - [ **Brevo** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connections/brevo) Reviews ## What our customers say ## More from AgencyZoom - [ **AgencyZoom to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/agencyzoom-to-hubspot) - [ **AgencyZoom to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/agencyzoom-to-salesforce) - [ **AgencyZoom to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/agencyzoom-to-slack) - [ **AgencyZoom to Google Sheets** Google Sheets](https://apiant.ai/connect/agencyzoom-to-google-sheets) - [ **AgencyZoom to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/agencyzoom-to-gmail) - [ **AgencyZoom to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/agencyzoom-to-google-calendar) ## More into Brevo - [ **Gorgias to Brevo** Gorgias is an ecommerce focused helpdesk with AI-powered responses, automated workflows & integrations.](https://apiant.ai/connect/gorgias-to-brevo) - [ **HubSpot to Brevo** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-brevo) - [ **Stripe to Brevo** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/stripe-to-brevo) - [ **Shopify to Brevo** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/shopify-to-brevo) - [ **QuickBooks Online to Brevo** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/quickbooks-online-to-brevo) - [ **ActiveCampaign to Brevo** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-brevo) Questions ## AgencyZoom and Brevo, answered ### ### What can start an automation from AgencyZoom? Any of AgencyZoom's 3 triggers in the catalog, including Service Request Created, Lead Stage Change and Lead Status Change. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Brevo when something happens in AgencyZoom? Any of Brevo's 16 actions, including Send Transactional Email, Send Transactional SMS, Update Contact and Add or Update Associations. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Brevo to AgencyZoom? Yes. When something happens in Brevo, your agent can act in AgencyZoom too. This page covers both directions: Brevo's triggers and AgencyZoom's actions are listed here as well. ### ### Do I have to build a connector for AgencyZoom or Brevo? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use AgencyZoom and Brevo without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.