--- title: "Connect Erpnext and Microsoft Word - APIANT.ai" description: "When \"New Customer\" fires in Erpnext, your agent runs \"Create Document\" in Microsoft Word." canonical: "https://apiant.ai/connect/erpnext-to-microsoft-word" --- # Connect Erpnext and Microsoft Word When **New Customer** fires in [Erpnext](https://apiant.ai/connections/erpnext), your agent runs **Create Document** in [Microsoft Word](https://apiant.ai/connections/microsoft-word), or **New Word Document** in Microsoft Word to **Add Contact** in Erpnext. Describe the whole flow and it is built, tested on every scenario and kept running. Erpnext **2** triggers Erpnext **30** actions Microsoft Word **1** trigger Microsoft Word **8** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Erpnext and Microsoft Word 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 Erpnext and Microsoft Word can do together ### From Erpnext to Microsoft Word - When **New Customer** in Erpnext then **Create Document** in Microsoft Word - When **New Sales Invoice** in Erpnext then **Convert Document to PDF** in Microsoft Word ### From Microsoft Word to Erpnext - When **New Word Document** in Microsoft Word then **Add Contact** in Erpnext - When **New Word Document** in Microsoft Word then **Add Customer** in Erpnext 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 Erpnext and Microsoft Word ## Triggers and actions 3 triggers · 38 actions - Trigger **New Customer** Fires when a new customer is created. - Trigger **New Sales Invoice** Fires when a new sales invoice is created. - Action **Add Contact** Create a new contact. - Action **Add Customer** Create a new customer record. - Action **Add Item** Create a new item (product/service) record. - Action **Add Lead** Create a new lead. - Action **Add Sales Invoice** Create a new sales invoice. - Action **Add Sales Order** Create a new sales order. - Action **Delete Contact** Delete a contact record. - Action **Delete Customer** Delete a customer record. - Action **Delete Item** Delete an item record. - Action **Delete Lead** Delete a lead record. - Action **Delete Sales Invoice** Delete a sales invoice record. - Action **Delete Sales Order** Delete a sales order record. - Action **Get Contact** Retrieve a single contact by name/id. - Action **Get Customer** Retrieve a single customer by name/id. - Action **Get Item** Retrieve a single item by name/id. - Action **Get Lead** Retrieve a single lead by name/id. - Action **Get Sales Invoice** Retrieve a single sales invoice by name/id. - Action **Get Sales Order** Retrieve a single sales order by name/id. - Action **List Contacts** List contact records with optional filters. - Action **List Customers** List customer records with optional filters. - Action **List Items** List item records with optional filters. - Action **List Leads** List lead records with optional filters. - Action **List Sales Invoices** List sales invoice records with optional filters. - Action **List Sales Orders** List sales order records with optional filters. - Action **Update Contact** Update fields on an existing contact. - Action **Update Customer** Update fields on an existing customer. - Action **Update Item** Update fields on an existing item. - Action **Update Lead** Update fields on an existing lead. - Action **Update Sales Invoice** Update fields on an existing sales invoice. - Action **Update Sales Order** Update fields on an existing sales order. - Trigger **New Word Document** Triggers when a new Word document (.docx file) is added to a OneDrive folder. - Action **Convert Document to PDF** Converts a Word document in OneDrive to PDF and returns the PDF file. The original document is not changed. - Action **Copy Document** Makes a copy of a Word document in OneDrive, in the same folder or another one, optionally under a new name. OneDrive finishes the copy in the background, usually within seconds. - Action **Create Document** Uploads a Word document (.docx) to a OneDrive folder and returns the new document's details. - Action **Delete Document** Deletes a Word document from OneDrive, moving it to the OneDrive recycle bin. - Action **Download Document** Downloads the contents of a Word document from OneDrive as a.docx file that later steps can attach, upload or save. - Action **Get Document** Returns the details of one Word document in OneDrive: its name, size, link, folder and dates. - Action **List Word Documents** Returns the Word documents (.docx files) in a OneDrive folder, optionally only those whose name starts with some text. - Action **Replace Document Content** Replaces the contents of an existing Word document in OneDrive with a new.docx file, keeping its name, location and sharing. ## Each app on its own - [ **Erpnext** Open-source ERP system for accounting, inventory, manufacturing, sales, projects, and CRM.](https://apiant.ai/connections/erpnext) - [ **Microsoft Word** Word processing software for creating, editing, and formatting documents.](https://apiant.ai/connections/microsoft-word) Reviews ## What our customers say ## More from Erpnext - [ **Erpnext to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/erpnext-to-pipedrive) - [ **Erpnext to PandaDoc** PandaDoc helps you build and deliver sales quotes and proposals and track presentations and close deals...](https://apiant.ai/connect/erpnext-to-pandadoc) - [ **Erpnext to Supabase** Supabase is an open-source backend-as-a-service providing a Postgres database, authentication, storage, and...](https://apiant.ai/connect/erpnext-to-supabase) - [ **Erpnext to Vercel** Vercel is a platform for building, deploying, and scaling fast, modern web applications effortlessly.](https://apiant.ai/connect/erpnext-to-vercel) - [ **Erpnext to FreeAgent** FreeAgent is cloud accounting software for small businesses and freelancers — manage contacts, invoices...](https://apiant.ai/connect/erpnext-to-freeagent) - [ **Erpnext to Google Chat** Google Chat is a communication software developed by Google built for teams that provides direct messages...](https://apiant.ai/connect/erpnext-to-google-chat) ## More into Microsoft Word - [ **HubSpot to Microsoft Word** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-microsoft-word) - [ **Google Sheets to Microsoft Word** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-microsoft-word) - [ **Gmail to Microsoft Word** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-microsoft-word) - [ **Google Calendar to Microsoft Word** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-microsoft-word) - [ **Google Drive to Microsoft Word** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-microsoft-word) - [ **Mailchimp to Microsoft Word** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-microsoft-word) Questions ## Erpnext and Microsoft Word, answered ### ### What can start an automation from Erpnext? Any of Erpnext's 2 triggers in the catalog, including New Customer and New Sales Invoice. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Microsoft Word when something happens in Erpnext? Any of Microsoft Word's 8 actions, including Create Document, Convert Document to PDF, Copy Document and Download Document. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Microsoft Word to Erpnext? Yes. When something happens in Microsoft Word, your agent can act in Erpnext too. This page covers both directions: Microsoft Word's triggers and Erpnext's actions are listed here as well. ### ### Do I have to build a connector for Erpnext or Microsoft Word? 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 Erpnext and Microsoft Word 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.