--- title: "Connect Brevo and Daftra - APIANT.ai" description: "When \"Company Added\" fires in Brevo, your agent runs \"Add Invoice\" in Daftra, or \"Client Created\" in Daftra to \"Add or Update Contact\" in Brevo." canonical: "https://apiant.ai/connect/brevo-to-daftra" --- # Connect Brevo and Daftra When **Company Added** fires in [Brevo](https://apiant.ai/connections/brevo), your agent runs **Add Invoice** in [Daftra](https://apiant.ai/connections/daftra), or **Client Created** in Daftra 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 Daftra **9** triggers Daftra **38** 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 Daftra 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 Daftra can do together ### From Brevo to Daftra - When **Company Added** in Brevo then **Add Invoice** in Daftra - When **Company Updated** in Brevo then **Add Invoice Payment** in Daftra ### From Daftra to Brevo - When **Client Created** in Daftra then **Add or Update Contact** in Brevo - When **Client Updated** in Daftra 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 Daftra ## Triggers and actions 25 triggers · 54 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 **Client Created** Triggers when a new client is added to your Daftra account. - Trigger **Client Updated** Triggers when a client is added or updated in Daftra. - Trigger **Estimate Updated** Triggers when an estimate (quote) is created or updated in Daftra. - Trigger **Invoice Created** Triggers when a new invoice (or debit note) is created in Daftra. - Trigger **Invoice Updated** Triggers when an invoice or debit note is created or updated in Daftra. - Trigger **Journal Created** Triggers when a new journal entry is created in Daftra. - Trigger **Journal Updated** Triggers when a journal entry is created or updated in Daftra. - Trigger **Product Created** Triggers when a new product is added in Daftra. - Trigger **Product Updated** Triggers when a product is added or updated in Daftra. - Action **Add Client** Creates a new client in Daftra and returns its id and client number. - Action **Add credit note** Creates a credit note for a client in Daftra, optionally against a source invoice, with line items. - Action **Add Estimate** Creates a new estimate (quote) for a client in Daftra, with optional line items. - Action **Add Expense** Creates an expense in Daftra with its amount, date, vendor, category and optional taxes, account splits and cost-center allocations. - Action **Add Invoice** Creates a sales invoice for a client in Daftra, with optional line items and payments, and returns the new invoice's id. - Action **Add Invoice Payment** Records a payment against an existing Daftra invoice and returns the new payment's id. - Action **Add Journal** Creates a manual double-entry journal entry with its debit and credit lines. Total debits must equal total credits. - Action **Add Product** Creates a new product, service or bundle in Daftra and returns its id. - Action **Add Refund Receipt** Creates a refund receipt against an existing invoice in Daftra, with optional refunded line items and refund payments. - Action **Add Supplier** Creates a new supplier in Daftra and returns its id. - Action **Delete Client** Deletes a client from Daftra. The client must have no invoices, payments or other related records. - Action **Delete credit note** Deletes a credit note in Daftra by its ID. - Action **Delete Estimate** Deletes an estimate (quote) in Daftra. Estimates already converted to an invoice or sales order cannot be deleted. - Action **Delete Expense** Deletes an expense in Daftra, along with its related accounting journal and attachments. - Action **Delete Invoice** Deletes a sales invoice in Daftra by its ID. - Action **Delete Invoice Payment** Deletes an invoice payment, re-adjusting the related invoice's paid total and the client's balance. - Action **Delete Product** Deletes a product, service or bundle in Daftra by its ID. - Action **Delete Refund Receipt** Deletes a refund receipt in Daftra by its ID. - Action **Delete Supplier** Deletes a supplier from Daftra. Suppliers referenced by purchase orders, expenses or other transactions cannot be deleted. - Action **Edit Client** Updates an existing client in Daftra. Only the fields you fill in are changed. - Action **Edit Estimate** Updates an existing estimate (quote) in Daftra, changing its client, date, currency, notes or line items. - Action **Edit Expense** Updates an existing expense in Daftra. Only the fields you fill in are changed. - Action **Edit Invoice** Updates an existing standard invoice in Daftra, including its header details, line items, payments and custom fields. - Action **Edit Invoice Payment** Updates an existing invoice payment in Daftra. Only the fields you fill in are changed. - Action **Edit Journal** Updates an existing journal entry in Daftra, replacing its debit and credit lines. - Action **Edit Product** Updates an existing product, service or bundle in Daftra. Only the fields you fill in are changed. - Action **Edit Refund Receipt** Updates an existing refund receipt in Daftra — its date, currency, store, notes or line items. - Action **Edit Supplier** Updates an existing supplier's business name, contact details, addresses and other details. - Action **Get client** Returns a single Daftra client by id, with its contact details, addresses, balances and custom field values. - Action **Get Expense** Returns a single expense by its id, including amount, taxes, totals, vendor, category, date and status. - Action **Get invoice** Returns a single standard invoice by ID, with its line items, payments, taxes, client and custom fields. - Action **Get Purchase Order** Returns a single purchase order by its ID, including its line items, supplier, taxes, payments and custom fields. - Action **Get Refund Receipt** Returns a single refund receipt by ID, including its line items, payments, taxes, custom fields and client. - Action **List clients** Returns a list of clients in your Daftra account, optionally filtered by keyword or assigned staff member. - Action **List estimates** Returns the account's estimates (quotes), most recent first, optionally filtered by client, number, status, amount, dates and more. - Action **List invoices** Returns a page of your Daftra invoices and debit notes, most recent first, optionally filtered by client, status, dates, amounts and more. - Action **List products** Returns a page of products and services in your Daftra account, optionally filtered by keyword, category, supplier, brand, stock status, barcode or product code. - Action **Update credit note** Updates an existing credit note in Daftra — its client, date, currency, store, notes or line items. ## 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) - [ **Daftra** Daftra is a cloud ERP and accounting software designed exclusively for small and medium companies and their...](https://apiant.ai/connections/daftra) 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 Daftra - [ **ActiveCampaign to Daftra** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-daftra) - [ **Airtable to Daftra** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-daftra) - [ **Asana to Daftra** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-daftra) - [ **ClickUp to Daftra** 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-daftra) - [ **Calendly to Daftra** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-daftra) - [ **Capsule CRM to Daftra** Capsule is an online hosted CRM system for individuals, small businesses and sales teams wanting a simple...](https://apiant.ai/connect/capsule-crm-to-daftra) Questions ## Brevo and Daftra, 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 Daftra when something happens in Brevo? Any of Daftra's 38 actions, including Update credit note, Add Client, Add credit note and Add Estimate. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Daftra to Brevo? Yes. When something happens in Daftra, your agent can act in Brevo too. This page covers both directions: Daftra's triggers and Brevo's actions are listed here as well. ### ### Do I have to build a connector for Brevo or Daftra? 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 Daftra 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.