--- title: "Connect Microsoft OneNote and Wealthbox CRM - APIANT.ai" description: "When \"New notebook\" fires in Microsoft OneNote, your agent runs \"Find Contact\" in Wealthbox CRM." canonical: "https://apiant.ai/connect/microsoft-onenote-to-wealthbox-crm" --- # Connect Microsoft OneNote and Wealthbox CRM When **New notebook** fires in [Microsoft OneNote](https://apiant.ai/connections/microsoft-onenote), your agent runs **Find Contact** in [Wealthbox CRM](https://apiant.ai/connections/wealthbox-crm), or **New Comment** in Wealthbox CRM to **Get note** in Microsoft OneNote. Describe the whole flow and it is built, tested on every scenario and kept running. Microsoft OneNote **3** triggers Microsoft OneNote **7** actions Wealthbox CRM **9** triggers Wealthbox CRM **12** 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 Wealthbox 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 and Wealthbox CRM can do together ### From Microsoft OneNote to Wealthbox CRM - When **New notebook** in Microsoft OneNote then **Find Contact** in Wealthbox CRM - When **New Note in Section** in Microsoft OneNote then **Get contact** in Wealthbox CRM ### From Wealthbox CRM to Microsoft OneNote - When **New Comment** in Wealthbox CRM then **Get note** in Microsoft OneNote - When **New Contact** in Wealthbox CRM then **List notes** in Microsoft OneNote 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 Wealthbox CRM ## Triggers and actions 12 triggers · 19 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 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. - Trigger **New Comment** Triggers when a new comment is added to a record in Wealthbox, such as a contact or task. - Trigger **New Contact** Triggers when a new contact is created in Wealthbox. - Trigger **New Event** Triggered when a new event is created in Wealthbox. - Trigger **New Note** Triggers when a new note is created in Wealthbox, returning the note's content, linked records and tags. - Trigger **New Opportunity** Triggered when a new opportunity is created in Wealthbox. - Trigger **New Project** Triggered when a new project is created in Wealthbox. - Trigger **New Task** Triggered when a new task is created in Wealthbox, optionally limited to a linked record, assignee, team or creator. - Trigger **New Workflow** Triggered when a new workflow is created in Wealthbox. - Trigger **Task Complete** Triggers when a task is marked complete in Wealthbox. - Action **Add Member to Household** Adds an existing contact to an existing household with a chosen household role, and returns the updated household with its members. - Action **Create Household** Creates a new household in Wealthbox and returns the household record. - Action **Create Project** Creates a new project in Wealthbox and returns the created project. - Action **Delete contact** Deletes an existing contact from your Wealthbox workspace. - Action **Delete household member** Removes a contact from a household in Wealthbox and returns the updated household with its remaining members. - Action **Delete task** Deletes an existing task from the Wealthbox workspace and returns the deleted task. - Action **Find Contact** Returns the Wealthbox contacts that match the search criteria you provide, such as name, email address, phone number or tag. - Action **Get contact** Returns a single Wealthbox contact by its id, including its addresses, tags, household and custom fields. - Action **Get opportunity** Returns a single Wealthbox opportunity by its id, including its stage, amounts, linked contacts and custom fields. - Action **Get task** Returns a single Wealthbox task by its id, including its subtasks, linked records and custom fields. - Action **List tasks** Returns the tasks you can access in Wealthbox, optionally filtered by linked record, assignee, team, creator, completion and last-updated time. - Action **Update project** Updates the name or description of an existing project in Wealthbox CRM. ## Each app on its own - [ **Microsoft OneNote** Digital notebook for capturing and organizing notes, drawings, and information](https://apiant.ai/connections/microsoft-onenote) - [ **Wealthbox CRM** Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships...](https://apiant.ai/connections/wealthbox-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 Wealthbox CRM - [ **HubSpot to Wealthbox CRM** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-wealthbox-crm) - [ **Salesforce to Wealthbox CRM** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-wealthbox-crm) - [ **Slack to Wealthbox CRM** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-wealthbox-crm) - [ **Google Sheets to Wealthbox CRM** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-wealthbox-crm) - [ **Gmail to Wealthbox CRM** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-wealthbox-crm) - [ **Google Calendar to Wealthbox CRM** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-wealthbox-crm) Questions ## Microsoft OneNote and Wealthbox 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 Wealthbox CRM when something happens in Microsoft OneNote? Any of Wealthbox CRM's 12 actions, including Create Household, Create Project, Update project and Add Member to Household. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Wealthbox CRM to Microsoft OneNote? Yes. When something happens in Wealthbox CRM, your agent can act in Microsoft OneNote too. This page covers both directions: Wealthbox CRM's triggers and Microsoft OneNote's actions are listed here as well. ### ### Do I have to build a connector for Microsoft OneNote or Wealthbox 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 Wealthbox 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.