--- title: "Connect Brevo and Docupilot - APIANT.ai" description: "When \"Company Added\" fires in Brevo, your agent runs \"Create Envelope\" in Docupilot." canonical: "https://apiant.ai/connect/brevo-to-docupilot" --- # Connect Brevo and Docupilot When **Company Added** fires in [Brevo](https://apiant.ai/connections/brevo), your agent runs **Create Envelope** in [Docupilot](https://apiant.ai/connections/docupilot), or **Envelope Completed** in Docupilot 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 **13** actions Docupilot **2** triggers Docupilot **34** 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 Docupilot 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 Docupilot can do together ### From Brevo to Docupilot - When **Company Added** in Brevo then **Create Envelope** in Docupilot - When **Company Updated** in Brevo then **Create Envelope Recipient** in Docupilot ### From Docupilot to Brevo - When **Envelope Completed** in Docupilot then **Add or Update Contact** in Brevo - When **New Envelope** in Docupilot then **Send Transactional Email** 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 Docupilot ## Triggers and actions 18 triggers · 47 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 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 **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 **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 **Envelope Completed** Triggers when all recipients finish signing an envelope. - Trigger **New Envelope** Triggers when a new e-signature envelope is created. - Action **Cancel Envelope** Cancel an in-progress e-signature envelope. - Action **Convert Document** Convert a document to another format. - Action **Copy Template** Duplicate a template including its preferences and deliveries. - Action **Create Envelope** Create a new e-signature envelope. - Action **Create Envelope Recipient** Add a recipient to an e-signature envelope. - Action **Create Folder** Create a new folder. - Action **Create Template** Create a new document template. - Action **Create Template Delivery** Configure a new delivery on a template. - Action **Create Template Merge Link** Create a shareable link that generates a document from a template. - Action **Delete Folder** Delete a folder. - Action **Delete Template** Move a template to the trash. - Action **Get Bulk Generation Task** Retrieve a single bulk document-generation task. - Action **Get Envelope Details** Retrieve the details of an e-signature envelope. - Action **Get Envelope Responses** Retrieve the consolidated field responses for an envelope. - Action **Get Envelope Signing Link** Retrieve the signing link for an envelope. - Action **Get Template** Retrieve a single template by its id. - Action **Get Template Schema** Retrieve a template's merge-field schema. - Action **List Bulk Generation Tasks** List bulk document-generation tasks for a template. - Action **List Document History** List previously generated documents. - Action **List Envelope Recipients** List the recipients of an e-signature envelope. - Action **List Envelopes** List e-signature envelopes. - Action **List Folders** List the folders in the Docupilot account. - Action **List Template Deliveries** List the deliveries configured on a template. - Action **List Templates** List the templates in the Docupilot account. - Action **Merge Documents** Append and merge multiple documents into one. - Action **Place Signature Fields** Place the signature/input fields on an envelope's document. Required before Send Envelope: Docupilot rejects sending unless EVERY recipient has at least one field. Replaces the document's whole field set. - Action **Retry Document Delivery** Retry a failed document delivery. - Action **Send Envelope** Send an e-signature envelope to its recipients. - Action **Send Envelope Reminder** Send a signing reminder to an envelope's signers. - Action **Transform PDF** Apply a transformation to a PDF document. - Action **Trigger Bulk Generation** Start a prepared bulk document-generation task. - Action **Update Folder** Update a folder's details. - Action **Update Template** Update an existing template's settings. - Action **Upload CSV for Bulk Generation** Upload a CSV to start a bulk document-generation task for a template. ## 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) - [ **Docupilot** Docupilot is a document automation tool to generate PDFs, DOCX files, contracts, invoices and more with data...](https://apiant.ai/connections/docupilot) 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 Docupilot - [ **Slack to Docupilot** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-docupilot) - [ **Google Sheets to Docupilot** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-docupilot) - [ **Google Drive to Docupilot** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-docupilot) - [ **Mailchimp to Docupilot** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-docupilot) - [ **ActiveCampaign to Docupilot** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-docupilot) - [ **Trello to Docupilot** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/trello-to-docupilot) Questions ## Brevo and Docupilot, 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 Docupilot when something happens in Brevo? Any of Docupilot's 34 actions, including Create Envelope, Create Envelope Recipient, Create Folder and Create Template. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Docupilot to Brevo? Yes. When something happens in Docupilot, your agent can act in Brevo too. This page covers both directions: Docupilot's triggers and Brevo's actions are listed here as well. ### ### Do I have to build a connector for Brevo or Docupilot? 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 Docupilot 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.