--- title: "Connect Cliengo and Microsoft OneNote - APIANT.ai" description: "When \"Cliente Nuevo/Actualizado - New/Updated Customer\" fires in Cliengo, your agent runs \"Get note\" in Microsoft OneNote." canonical: "https://apiant.ai/connect/cliengo-to-microsoft-onenote" --- # Connect Cliengo and Microsoft OneNote When **Cliente Nuevo/Actualizado - New/Updated Customer** fires in [Cliengo](https://apiant.ai/connections/cliengo), your agent runs **Get note** in [Microsoft OneNote](https://apiant.ai/connections/microsoft-onenote), or **New notebook** in Microsoft OneNote to **Send message** in Cliengo. Describe the whole flow and it is built, tested on every scenario and kept running. Cliengo **2** triggers Cliengo **19** actions Microsoft OneNote **3** triggers Microsoft OneNote **7** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Cliengo and Microsoft OneNote 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 Cliengo and Microsoft OneNote can do together ### From Cliengo to Microsoft OneNote - When **Cliente Nuevo/Actualizado - New/Updated Customer** in Cliengo then **Get note** in Microsoft OneNote - When **Nuevo Cliente - New Customer** in Cliengo then **List notes** in Microsoft OneNote ### From Microsoft OneNote to Cliengo - When **New notebook** in Microsoft OneNote then **Send message** in Cliengo - When **New Note in Section** in Microsoft OneNote then **Send WhatsApp template message** in Cliengo 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 Cliengo and Microsoft OneNote ## Triggers and actions 5 triggers · 26 actions - Trigger **Cliente Nuevo/Actualizado - New/Updated Customer** Triggers when a Cliengo contact (customer) is created or updated. - Trigger **Nuevo Cliente - New Customer** Triggers when a new contact (customer) is created in Cliengo. - Action **Actualizar Cliente / Update Customer** Updates an existing Cliengo contact's name, email, phone, status or assigned agent. - Action **Add conversation** Creates a new conversation in the Cliengo inbox on a given channel for a visitor. - Action **Assign conversation to operator** Assigns a conversation to an operator and returns the updated conversation. - Action **Buscar Agente / Search Agent** Finds agents (users/operators) in your Cliengo account whose name or email matches the text you enter. - Action **Buscar Contacto / Search Customer** Searches your Cliengo contacts by name, email, phone or other filters and returns the matching contacts. - Action **Close conversation** Closes a Cliengo inbox conversation, recording whether it resulted in a lead. - Action **Crear Cliente / Create Customer** Creates a new contact (customer) in Cliengo on the chosen channel. - Action **Delete contact** Deletes a contact from your Cliengo account. - Action **Get contact** Returns a single Cliengo contact (lead) by its id, including its status, rating, channel and campaign attribution. - Action **Get conversation** Returns a single inbox conversation by its ID, including channel, status, assignment, phase, tags and participants. - Action **List channels** Returns all active channels on the Cliengo account (websites, WhatsApp, Facebook, Instagram), each with its connection status and assigned chatbot. - Action **List conversation messages** Returns the messages of a Cliengo conversation in chronological order, optionally including system command events. - Action **List phases** Returns every phase (pipeline stage) of the conversation inbox, with its name and position. - Action **List tags** Returns every operator tag defined in the Cliengo account, with its name and color. - Action **List users** Returns the users (agents and operators) of your Cliengo company, with their name, email, role and active status. - Action **List WhatsApp templates** Returns the WhatsApp message templates (approved, pending and rejected) of a WhatsApp channel. - Action **Send message** Sends a message (text, image, command or note) into a Cliengo conversation on behalf of an operator, the chatbot or the visitor. - Action **Send WhatsApp template message** Sends an approved WhatsApp template message to one or more recipients through a WhatsApp Business channel. - Action **Update conversation phase** Moves a conversation to the chosen phase of your pipeline. - Trigger **New notebook** Triggers when a new OneNote notebook is created in your account. - Trigger **New Note in Section** Triggers when a new note (page) is created in the chosen OneNote section. - Trigger **New section** Triggers when a new section is created in any of your OneNote notebooks. - Action **Delete note** Permanently deletes a OneNote page (note) from your notebooks. - Action **Get note** Returns the details of a OneNote page (note), including its title, links, parent section and timestamps. - Action **Get notebook** Returns a OneNote notebook's details, including its name, owner, sharing status and links to open it. - Action **List notebooks** Returns the OneNote notebooks of the connected account, with each notebook's name, id, links and sharing details. - Action **List notes** Returns the OneNote pages (notes) across all of the signed-in user's notebooks, newest-changed first by default. - Action **List section groups** Returns the section groups across all of your OneNote notebooks, with optional filtering and sorting. - Action **List sections** Returns the sections across all of your OneNote notebooks, with optional filtering and sorting. ## Each app on its own - [ **Cliengo** Cliengo is a Chatbot that converts your visitors into leads, automatically 24/7.](https://apiant.ai/connections/cliengo) - [ **Microsoft OneNote** Digital notebook for capturing and organizing notes, drawings, and information](https://apiant.ai/connections/microsoft-onenote) Reviews ## What our customers say ## More from Cliengo - [ **Cliengo to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/cliengo-to-hubspot) - [ **Cliengo to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/cliengo-to-salesforce) - [ **Cliengo to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/cliengo-to-slack) - [ **Cliengo to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/cliengo-to-google-sheets) - [ **Cliengo to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/cliengo-to-gmail) - [ **Cliengo to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/cliengo-to-google-calendar) ## More into Microsoft OneNote - [ **HubSpot to Microsoft OneNote** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-microsoft-onenote) - [ **Google Sheets to Microsoft OneNote** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-microsoft-onenote) - [ **Gmail to Microsoft OneNote** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-microsoft-onenote) - [ **Google Calendar to Microsoft OneNote** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-microsoft-onenote) - [ **Google Drive to Microsoft OneNote** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-microsoft-onenote) - [ **Mailchimp to Microsoft OneNote** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-microsoft-onenote) Questions ## Cliengo and Microsoft OneNote, answered ### ### What can start an automation from Cliengo? Any of Cliengo's 2 triggers in the catalog, including Cliente Nuevo/Actualizado - New/Updated Customer and Nuevo Cliente - New Customer. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Microsoft OneNote when something happens in Cliengo? Any of Microsoft OneNote's 7 actions, including Get note, Get notebook, List notebooks and List notes. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Microsoft OneNote to Cliengo? Yes. When something happens in Microsoft OneNote, your agent can act in Cliengo too. This page covers both directions: Microsoft OneNote's triggers and Cliengo's actions are listed here as well. ### ### Do I have to build a connector for Cliengo or Microsoft OneNote? 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 Cliengo and Microsoft OneNote 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.