--- title: "Connect Microsoft Word and Myphoner - APIANT.ai" description: "When \"New Word Document\" fires in Microsoft Word, your agent runs \"Create Lead\" in Myphoner." canonical: "https://apiant.ai/connect/microsoft-word-to-myphoner" --- # Connect Microsoft Word and Myphoner When **New Word Document** fires in [Microsoft Word](https://apiant.ai/connections/microsoft-word), your agent runs **Create Lead** in [Myphoner](https://apiant.ai/connections/myphoner), or **Lead updated (instant)** in Myphoner to **Create Document** in Microsoft Word. Describe the whole flow and it is built, tested on every scenario and kept running. Microsoft Word **1** trigger Microsoft Word **8** actions Myphoner **11** triggers Myphoner **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 Word and Myphoner 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 Word and Myphoner can do together ### From Microsoft Word to Myphoner - When **New Word Document** in Microsoft Word then **Create Lead** in Myphoner - When **New Word Document** in Microsoft Word then **Update Lead** in Myphoner ### From Myphoner to Microsoft Word - When **Lead updated (instant)** in Myphoner then **Create Document** in Microsoft Word - When **New call (instant)** in Myphoner then **Convert Document to PDF** in Microsoft Word 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 Word and Myphoner ## Triggers and actions 12 triggers · 22 actions - 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. - Trigger **Archived Lead** Triggers when a lead is archived (marked 'archive'). - Trigger **Call Back** Triggers when a lead is marked for 'call back'. - Trigger **Lead updated (instant)** Fires when a lead's information is updated by an agent (webhook event: lead_updated). - Trigger **Lost Lead** Triggers when a lead is lost (marked 'loser'). - Trigger **New call (instant)** Fires when a new call is conducted (webhook event: new_call). - Trigger **New call recording (instant)** Fires when a new call recording becomes available (webhook event: new_recording). - Trigger **New comment (instant)** Fires when a new comment is created for a lead (webhook event: new_comment). - Trigger **New lead (instant)** Fires when a new lead is created in Myphoner (webhook event: lead_created). - Trigger **New Winner** Triggers when a lead is won. - Trigger **Text message received (instant)** Fires when a text message is received from a lead (webhook event: inbound_text). - Trigger **Text message sent (instant)** Fires when a text message is sent to a lead (webhook event: text). - Action **Archive a lead** Archives a lead in Myphoner, optionally recording a comment and archive category, or scheduling the lead to come back for a call later. - Action **Create a list** Creates a new lead list in Myphoner, optionally defining its columns. - Action **Create Lead** Creates a lead in a Myphoner list. The lead's fields are the columns defined on the chosen list. - Action **Find Lead** Searches Myphoner for a lead matching your text and returns the first match, optionally limited to certain lists. - Action **Get a lead** Returns one Myphoner lead by its ID, including every column defined on the lead's list. - Action **Get a list** Returns one Myphoner list by its ID, with its name, lead count and the categories configured for each lead state. - Action **List leads** Returns a page of leads from a Myphoner list, newest-updated first when you ask for that order. - Action **List lists** Returns every lead list in the Myphoner account, with each list's name, ID and lead count. - Action **Mark Lead as Loser** Marks a Myphoner lead as lost, optionally recording a comment and loser category or scheduling it to come back for a call later. - Action **Mark Lead as Winner** Marks a Myphoner lead as won, optionally recording a comment and winner category or scheduling it to come back for a call later. - Action **Mark Lead for Call Back** Schedules a Myphoner lead for a call back, optionally recording a comment and category and setting when the lead should come back. - Action **Move a lead to another list** Moves a Myphoner lead into a different list, optionally releasing it back to the calling queue. - Action **Search for Lead** Searches Myphoner leads for your text and returns every match, optionally limited to certain lists. - Action **Update Lead** Updates a lead in Myphoner. Only the fields you fill in are changed; the lead's fields are the columns defined on its list. ## Each app on its own - [ **Microsoft Word** Word processing software for creating, editing, and formatting documents.](https://apiant.ai/connections/microsoft-word) - [ **Myphoner** Myphoner is a cold calling tool used for lead management and lead tracking, with the focus of creating a...](https://apiant.ai/connections/myphoner) Reviews ## What our customers say ## More from Microsoft Word - [ **Microsoft Word to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/microsoft-word-to-salesforce) - [ **Microsoft Word to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/microsoft-word-to-slack) - [ **Microsoft Word to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/microsoft-word-to-stripe) - [ **Microsoft Word to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/microsoft-word-to-shopify) - [ **Microsoft Word to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/microsoft-word-to-quickbooks-online) - [ **Microsoft Word to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/microsoft-word-to-pipedrive) ## More into Myphoner - [ **Attio to Myphoner** Attio is the CRM of the future: data-driven, completely customizable and intuitively collaborative.](https://apiant.ai/connect/attio-to-myphoner) - [ **HubSpot to Myphoner** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-myphoner) - [ **Gmail to Myphoner** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-myphoner) - [ **Google Calendar to Myphoner** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-myphoner) - [ **Google Drive to Myphoner** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-myphoner) - [ **Mailchimp to Myphoner** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-myphoner) Questions ## Microsoft Word and Myphoner, answered ### ### What can start an automation from Microsoft Word? Any of Microsoft Word's 1 trigger in the catalog, including New Word Document. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Myphoner when something happens in Microsoft Word? Any of Myphoner's 14 actions, including Create a list, Create Lead, Update Lead and Find Lead. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Myphoner to Microsoft Word? Yes. When something happens in Myphoner, your agent can act in Microsoft Word too. This page covers both directions: Myphoner's triggers and Microsoft Word's actions are listed here as well. ### ### Do I have to build a connector for Microsoft Word or Myphoner? 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 Word and Myphoner 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.