--- title: "Connect Brevo and Clientary - APIANT.ai" description: "When \"Company Added\" fires in Brevo, your agent runs \"Add contact\" in Clientary, or \"New Expense\" in Clientary to \"Add or Update Contact\" in Brevo." canonical: "https://apiant.ai/connect/brevo-to-clientary" --- # Connect Brevo and Clientary When **Company Added** fires in [Brevo](https://apiant.ai/connections/brevo), your agent runs **Add contact** in [Clientary](https://apiant.ai/connections/clientary), or **New Expense** in Clientary to **Add or Update Contact** in Brevo. Describe the whole flow and it is built, tested on every scenario and kept running. Brevo **16** triggers Brevo **16** actions Clientary **3** triggers Clientary **13** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Brevo and Clientary 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 Brevo and Clientary can do together ### From Brevo to Clientary - When **Company Added** in Brevo then **Add contact** in Clientary - When **Company Updated** in Brevo then **Create Invoice** in Clientary ### From Clientary to Brevo - When **New Expense** in Clientary then **Add or Update Contact** in Brevo - When **New Invoice** in Clientary then **Add or Update Deal** in Brevo 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 Brevo and Clientary ## Triggers and actions 19 triggers · 29 actions - 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. - Trigger **New Expense** Triggers when a new expense is recorded in your Clientary account during the current fiscal year. - Trigger **New Invoice** Triggers when a new invoice is created in Clientary, optionally limited to invoices in a given status or matching a search. - Trigger **New Staff** Triggers when a new staff user is added to your Clientary account. - Action **Add comment** Posts a comment on an invoice, estimate, project, task, proposal or contract and notifies the people involved. - Action **Add contact** Creates a new contact (an individual person) under an existing Clientary client. - Action **Add contract** Creates a contract for a client in Clientary, optionally starting from a contract template, with its sections and signers. - Action **Add proposal** Creates a proposal for a client in Clientary, optionally starting from a proposal template, with its sections and signers. - Action **Add retainer** Creates a retainer for a client in Clientary: an up-front payment request kept apart from ordinary invoices. - Action **Client** Creates a new client in Clientary with its name, address, tax id, website and description. - Action **Create Invoice** Creates an invoice in Clientary, optionally for a client, with dates, currency, taxes, notes and line items. - Action **Create Lead** Creates a new lead (a prospective client) in Clientary. - Action **Create Task** Creates a new task (a to-do item) in Clientary, optionally on a project and assigned to a staff member. - Action **Expense** Creates a new expense in Clientary, optionally assigned to a client or project. - Action **Get client** Returns a single Clientary client by its ID, including its contact and address details. - Action **List comments** Returns the comments on one Clientary invoice, estimate, project, task, proposal or contract, newest first. - Action **Update contract** Updates an existing Clientary contract: its subject, date, client, status, signers or sections. Only a draft contract can be changed; void and reopen a sent contract first. ## Each app on its own - [ **Brevo** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connections/brevo) - [ **Clientary** Online invoicing and time tracking for small businesses and freelancers.](https://apiant.ai/connections/clientary) Reviews ## What our customers say ## More from Brevo - [ **Brevo to Base44** Base44 is a platform that allows non-technical people to build their own Apps using AI.](https://apiant.ai/connect/brevo-to-base44) - [ **Brevo to Clerk** Clerk is a user authentication and management platform that lets developers add sign-in, profiles, and...](https://apiant.ai/connect/brevo-to-clerk) - [ **Brevo to Ducks Unlimited** Ducks Unlimited publishes its conservation and chapter geodata through an ArcGIS open-data portal.](https://apiant.ai/connect/brevo-to-ducks-unlimited) - [ **Brevo to Mistral AI** Mistral AI is a platform for building, customizing, and deploying advanced AI models and agents for...](https://apiant.ai/connect/brevo-to-mistral-ai) - [ **Brevo to Prerender** Prerendering service that converts JavaScript-heavy web pages into cached HTML for search engine and AI...](https://apiant.ai/connect/brevo-to-prerender) - [ **Brevo to The Weather Channel** Weather data API providing current conditions, forecasts, radar, severe weather alerts, and aviation weather.](https://apiant.ai/connect/brevo-to-the-weather-channel) ## More into Clientary - [ **ActiveCampaign to Clientary** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-clientary) - [ **Airtable to Clientary** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-clientary) - [ **Asana to Clientary** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-clientary) - [ **ClickUp to Clientary** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-clientary) - [ **Calendly to Clientary** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-clientary) - [ **Capsule CRM to Clientary** Capsule is an online hosted CRM system for individuals, small businesses and sales teams wanting a simple...](https://apiant.ai/connect/capsule-crm-to-clientary) Questions ## Brevo and Clientary, answered ### ### What can start an automation from Brevo? Any of Brevo's 16 triggers in the catalog, including Company Added, Company Updated, Contact Added and Contact Updated (instant). Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Clientary when something happens in Brevo? Any of Clientary's 13 actions, including Create Invoice, Create Lead, Create Task and Update contract. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Clientary to Brevo? Yes. When something happens in Clientary, your agent can act in Brevo too. This page covers both directions: Clientary's triggers and Brevo's actions are listed here as well. ### ### Do I have to build a connector for Brevo or Clientary? 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 Brevo and Clientary 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.