--- title: "Connect LeadSimple and Microsoft Word - APIANT.ai" description: "When \"Call Completed\" fires in LeadSimple, your agent runs \"Create Document\" in Microsoft Word." canonical: "https://apiant.ai/connect/leadsimple-to-microsoft-word" --- # Connect LeadSimple and Microsoft Word When **Call Completed** fires in [LeadSimple](https://apiant.ai/connections/leadsimple), your agent runs **Create Document** in [Microsoft Word](https://apiant.ai/connections/microsoft-word), or **New Word Document** in Microsoft Word to **Update Contact** in LeadSimple. Describe the whole flow and it is built, tested on every scenario and kept running. LeadSimple **4** triggers LeadSimple **10** 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 LeadSimple 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 LeadSimple and Microsoft Word can do together ### From LeadSimple to Microsoft Word - When **Call Completed** in LeadSimple then **Create Document** in Microsoft Word - When **Lead Created** in LeadSimple then **Convert Document to PDF** in Microsoft Word ### From Microsoft Word to LeadSimple - When **New Word Document** in Microsoft Word then **Update Contact** in LeadSimple - When **New Word Document** in Microsoft Word then **Update Lead** in LeadSimple 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 LeadSimple and Microsoft Word ## Triggers and actions 5 triggers · 18 actions - Trigger **Call Completed** Triggers when a new call is completed. - Trigger **Lead Changes Tags** Triggers when a lead's tags change. - Trigger **Lead Created** Triggers when a new lead is created. - Trigger **Lead Is Reassigned** Triggers when a lead is reassigned. - Action **Create Call** Creates a Call in your account - Action **Get Lead** Gets a Lead in your account by ID. - Action **Search Contact** Searches a contact in your account by name, phone number or email address. - Action **Search Property** Searches a Property in your account by name or address. - Action **Search Unit** Searches the units on the property by the Unit Number - Action **Search User** Searches a user in your account by name or email address. - Action **Update Contact** Updates a Contact in your account. - Action **Update Lead** Updates a Lead in one of your Pipelines. You'll need to specify a Pipeline and a Stage. - Action **Update Property** Updates a Property. - Action **Update Unit** Updates a Unit. - 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 - [ **LeadSimple** LeadSimple is the CRM that property management and real estate companies use to scale and grow.](https://apiant.ai/connections/leadsimple) - [ **Microsoft Word** Word processing software for creating, editing, and formatting documents.](https://apiant.ai/connections/microsoft-word) Reviews ## What our customers say ## More from LeadSimple - [ **LeadSimple to Notion** A new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.](https://apiant.ai/connect/leadsimple-to-notion) - [ **LeadSimple to Brave Search API** Brave Search API — independent, privacy-respecting web, image, video, and news search powered by Brave's own...](https://apiant.ai/connect/leadsimple-to-brave-search-api) - [ **LeadSimple to Thunderbit** Extract web pages as Markdown or structured data for AI apps](https://apiant.ai/connect/leadsimple-to-thunderbit) - [ **LeadSimple to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/leadsimple-to-salesforce) - [ **LeadSimple to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/leadsimple-to-slack) - [ **LeadSimple to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/leadsimple-to-mailchimp) ## 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 ## LeadSimple and Microsoft Word, answered ### ### What can start an automation from LeadSimple? Any of LeadSimple's 4 triggers in the catalog, including Call Completed, Lead Created, Lead Changes Tags and Lead Is Reassigned. 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 LeadSimple? 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 LeadSimple? Yes. When something happens in Microsoft Word, your agent can act in LeadSimple too. This page covers both directions: Microsoft Word's triggers and LeadSimple's actions are listed here as well. ### ### Do I have to build a connector for LeadSimple 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 LeadSimple 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.