--- title: "Connect Microsoft OneNote and WhatConverts - APIANT.ai" description: "When \"New notebook\" fires in Microsoft OneNote, your agent runs \"Create Lead\" in WhatConverts." canonical: "https://apiant.ai/connect/microsoft-onenote-to-whatconverts" --- # Connect Microsoft OneNote and WhatConverts When **New notebook** fires in [Microsoft OneNote](https://apiant.ai/connections/microsoft-onenote), your agent runs **Create Lead** in [WhatConverts](https://apiant.ai/connections/whatconverts), or **New Lead** in WhatConverts 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 WhatConverts **2** triggers WhatConverts **14** 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 WhatConverts 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 WhatConverts can do together ### From Microsoft OneNote to WhatConverts - When **New notebook** in Microsoft OneNote then **Create Lead** in WhatConverts - When **New Note in Section** in Microsoft OneNote then **Update Lead** in WhatConverts ### From WhatConverts to Microsoft OneNote - When **New Lead** in WhatConverts then **Get note** in Microsoft OneNote - When **Updated Lead** in WhatConverts 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 WhatConverts ## Triggers and actions 5 triggers · 21 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 Lead** Triggers when a new lead (call, form, chat, etc.) is recorded in WhatConverts. - Trigger **Updated Lead** Triggers when a WhatConverts lead is created or updated, for example when its quote or sales value changes. - Action **Add account** Creates a new client account in your WhatConverts agency, optionally with a first profile. Requires an agency (master account) API key. - Action **Add profile** Creates a new profile under a WhatConverts agency account. - Action **Create Lead** Creates a new lead in a WhatConverts profile, such as a web form, phone call or chat lead. - Action **Delete account** Deletes a WhatConverts account along with all of its profiles, numbers, leads and settings. Requires an agency master account key. - Action **Delete profile** Deletes a profile from a WhatConverts account, removing its numbers, leads and settings. Requires an agency key. - Action **Find Lead** Returns one WhatConverts lead by its lead ID, including source, contact and call details. - Action **Get account** Returns the details of a single WhatConverts account, including its name, creation date and profiles. Requires an agency (master account) API key. - Action **Get lead** Returns the details of a single WhatConverts lead, including its contact, marketing attribution and custom field values. - Action **Get profile** Returns the details of a single profile in a WhatConverts account, including its name and creation date. Requires an agency API key. - Action **List accounts** Returns the accounts in your WhatConverts agency, with each account's profiles. - Action **List profiles** Returns the profiles under a WhatConverts agency account, with each profile's id, name and creation date. Requires an agency (master account) API key. - Action **Update account** Renames an existing WhatConverts account (agency key required). - Action **Update Lead** Updates a WhatConverts lead's quotable status, quote value, sales value or lead URL. - Action **Update profile** Renames an existing profile within a WhatConverts agency account. Requires an agency (master account) API key. ## Each app on its own - [ **Microsoft OneNote** Digital notebook for capturing and organizing notes, drawings, and information](https://apiant.ai/connections/microsoft-onenote) - [ **WhatConverts** WhatConverts tracks what marketing channels generate conversions from phone calls, web forms, chat, and more.](https://apiant.ai/connections/whatconverts) 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 WhatConverts - [ **HubSpot to WhatConverts** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-whatconverts) - [ **Salesforce to WhatConverts** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-whatconverts) - [ **Slack to WhatConverts** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-whatconverts) - [ **Google Sheets to WhatConverts** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-whatconverts) - [ **Gmail to WhatConverts** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-whatconverts) - [ **Google Calendar to WhatConverts** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-whatconverts) Questions ## Microsoft OneNote and WhatConverts, 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 WhatConverts when something happens in Microsoft OneNote? Any of WhatConverts's 14 actions, including Create Lead, Update account, Update Lead and Update profile. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from WhatConverts to Microsoft OneNote? Yes. When something happens in WhatConverts, your agent can act in Microsoft OneNote too. This page covers both directions: WhatConverts's triggers and Microsoft OneNote's actions are listed here as well. ### ### Do I have to build a connector for Microsoft OneNote or WhatConverts? 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 WhatConverts 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.