--- title: "Connect Microsoft OneNote to Runo CRM - APIANT.ai" description: "When \"New notebook\" fires in Microsoft OneNote, your agent runs \"List Users\" in Runo CRM." canonical: "https://apiant.ai/connect/microsoft-onenote-to-runo-crm" --- # Connect Microsoft OneNote to Runo CRM When **New notebook** fires in [Microsoft OneNote](https://apiant.ai/connections/microsoft-onenote), your agent runs **List Users** in [Runo CRM](https://apiant.ai/connections/runo-crm). Describe the whole flow and it is built, tested on every scenario and kept running. Microsoft OneNote **3** triggers Microsoft OneNote **4** actions Runo CRM **3** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Microsoft OneNote and Runo CRM 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 Microsoft OneNote can start in Runo CRM - When **New notebook** in Microsoft OneNote then **List Users** in Runo CRM - When **New Note in Section** in Microsoft OneNote then **Get call analysis** in Runo CRM 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 Microsoft OneNote and Runo CRM ## Triggers and actions 3 triggers · 7 actions - 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. - Action **Get call analysis** Returns the result of an AI call analysis started with Initiate call analysis: its stage, the call score, and the full analysis (summary, transcript, sentiment, talk-time split, compliance checks and keywords). - Action **List Processes** Lists all the processes in your Runo company, with each process's id and name. - Action **List Users** Lists all the users of your Runo company. ## Each app on its own - [ **Microsoft OneNote** Digital notebook for capturing and organizing notes, drawings, and information](https://apiant.ai/connections/microsoft-onenote) - [ **Runo CRM** Runo CRM is a calling and sales focused mobile CRM.](https://apiant.ai/connections/runo-crm) Reviews ## What our customers say ## More from Microsoft OneNote - [ **Microsoft OneNote to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/microsoft-onenote-to-salesforce) - [ **Microsoft OneNote to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/microsoft-onenote-to-slack) - [ **Microsoft OneNote to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/microsoft-onenote-to-stripe) - [ **Microsoft OneNote to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/microsoft-onenote-to-shopify) - [ **Microsoft OneNote to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/microsoft-onenote-to-quickbooks-online) - [ **Microsoft OneNote to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/microsoft-onenote-to-pipedrive) ## More into Runo CRM - [ **HubSpot to Runo CRM** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-runo-crm) - [ **Salesforce to Runo CRM** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-runo-crm) - [ **Slack to Runo CRM** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-runo-crm) - [ **Google Sheets to Runo CRM** Google Sheets](https://apiant.ai/connect/google-sheets-to-runo-crm) - [ **Gmail to Runo CRM** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-runo-crm) - [ **Google Calendar to Runo CRM** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-runo-crm) Questions ## Microsoft OneNote and Runo CRM, answered ### ### What can start an automation from Microsoft OneNote? Any of Microsoft OneNote's 3 triggers in the catalog, including New notebook, New Note in Section and New section. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Runo CRM when something happens in Microsoft OneNote? Any of Runo CRM's 3 actions, including Get call analysis, List Processes and List Users. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Runo CRM to Microsoft OneNote? Runo CRM has no triggers in the catalog today, so automations start in Microsoft OneNote. If you need the other direction, ask: your agent reads Runo CRM's API documentation and adds it. ### ### Do I have to build a connector for Microsoft OneNote or Runo CRM? 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 Microsoft OneNote and Runo CRM 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.