--- title: "Connect Hexfit and Microsoft OneNote - APIANT.ai" description: "When \"New Client\" fires in Hexfit, your agent runs \"Get note\" in Microsoft OneNote, or \"New notebook\" in Microsoft OneNote to \"Create Task\" in Hexfit." canonical: "https://apiant.ai/connect/hexfit-to-microsoft-onenote" --- # Connect Hexfit and Microsoft OneNote When **New Client** fires in [Hexfit](https://apiant.ai/connections/hexfit), your agent runs **Get note** in [Microsoft OneNote](https://apiant.ai/connections/microsoft-onenote), or **New notebook** in Microsoft OneNote to **Create Task** in Hexfit. Describe the whole flow and it is built, tested on every scenario and kept running. Hexfit **2** triggers Hexfit **5** actions Microsoft OneNote **3** triggers Microsoft OneNote **4** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Hexfit 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 Hexfit and Microsoft OneNote can do together ### From Hexfit to Microsoft OneNote - When **New Client** in Hexfit then **Get note** in Microsoft OneNote - When **New Intervention** in Hexfit then **List notes** in Microsoft OneNote ### From Microsoft OneNote to Hexfit - When **New notebook** in Microsoft OneNote then **Create Task** in Hexfit - When **New Note in Section** in Microsoft OneNote then **Send Message in Chat** in Hexfit 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 Hexfit and Microsoft OneNote ## Triggers and actions 5 triggers · 9 actions - Trigger **New Client** Triggers when a new client is created. - Trigger **New Intervention** Triggers when a new intervention is created. - Action **Create Client** Creates a new client. - Action **Create Task** Creates a task in a group or client - Action **Find Client** Find a client by searching - Action **Send Message in Chat** Send a message to an user/group in the chat - Action **User Create Meta** Create a meta entry (phone number, address, secondary email, etc.) for a user. - 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 notes** Returns the OneNote pages (notes) across all of the signed-in user's notebooks, newest-changed first by default. ## Each app on its own - [ **Hexfit** Hexfit is an interprofessional customer monitoring software that allows you to optimize the achievement of...](https://apiant.ai/connections/hexfit) - [ **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 Hexfit - [ **Hexfit to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hexfit-to-hubspot) - [ **Hexfit to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/hexfit-to-salesforce) - [ **Hexfit to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/hexfit-to-slack) - [ **Hexfit to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/hexfit-to-mailchimp) - [ **Hexfit to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/hexfit-to-stripe) - [ **Hexfit to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/hexfit-to-quickbooks-online) ## 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](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 ## Hexfit and Microsoft OneNote, answered ### ### What can start an automation from Hexfit? Any of Hexfit's 2 triggers in the catalog, including New Client and New Intervention. 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 Hexfit? Any of Microsoft OneNote's 4 actions, including Get note, Get notebook, List notes and Delete note. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Microsoft OneNote to Hexfit? Yes. When something happens in Microsoft OneNote, your agent can act in Hexfit too. This page covers both directions: Microsoft OneNote's triggers and Hexfit's actions are listed here as well. ### ### Do I have to build a connector for Hexfit 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 Hexfit 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.