--- title: "Connect Microsoft Word and NeetoInvoice - APIANT.ai" description: "When \"New Word Document\" fires in Microsoft Word, your agent runs \"Generate invoice\" in NeetoInvoice." canonical: "https://apiant.ai/connect/microsoft-word-to-neetoinvoice" --- # Connect Microsoft Word and NeetoInvoice When **New Word Document** fires in [Microsoft Word](https://apiant.ai/connections/microsoft-word), your agent runs **Generate invoice** in [NeetoInvoice](https://apiant.ai/connections/neetoinvoice), or **New Client** in NeetoInvoice 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 NeetoInvoice **1** trigger NeetoInvoice **10** 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 NeetoInvoice 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 NeetoInvoice can do together ### From Microsoft Word to NeetoInvoice - When **New Word Document** in Microsoft Word then **Generate invoice** in NeetoInvoice - When **New Word Document** in Microsoft Word then **Add client** in NeetoInvoice ### From NeetoInvoice to Microsoft Word - When **New Client** in NeetoInvoice then **Create Document** in Microsoft Word - When **New Client** in NeetoInvoice 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 NeetoInvoice ## Triggers and actions 2 triggers · 18 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 **New Client** Triggers when a new client is added to your NeetoInvoice workspace. - Action **Add client** Creates a new client in NeetoInvoice with a name, currency and status. - Action **Add project** Creates a project for a client in NeetoInvoice, with its billing method, tasks and assigned team members. - Action **Add time entry** Logs hours worked by a team member on a project task for a given date. - Action **Generate invoice** Generates an invoice for a client from unbilled time entries, services, expenses or fixed price projects, with optional taxes, and can email it to the client's recipients. - Action **Get client** Returns the details of a client, including its currency, status and invoice recipients. - Action **Get project** Returns the details of a project, including its client, billing method, rates, tasks and recurring invoice settings. - Action **List clients** Returns the workspace's clients ordered by name, optionally filtered by status or by name. - Action **List time entries** Returns the unbilled time entries logged against a client's project, optionally limited to a date range. - Action **Update client** Updates an existing client's details, such as its name, currency, status, notes or address. - Action **Update project** Updates an existing project's name, billing, time-rounding, autolock, approval settings and tasks. ## Each app on its own - [ **Microsoft Word** Word processing software for creating, editing, and formatting documents.](https://apiant.ai/connections/microsoft-word) - [ **NeetoInvoice** NeetoInvoice helps you with effortless time tracking and invoicing.](https://apiant.ai/connections/neetoinvoice) 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 NeetoInvoice - [ **Airtable to NeetoInvoice** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-neetoinvoice) - [ **HubSpot to NeetoInvoice** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-neetoinvoice) - [ **Google Sheets to NeetoInvoice** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-neetoinvoice) - [ **Gmail to NeetoInvoice** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-neetoinvoice) - [ **Google Calendar to NeetoInvoice** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-neetoinvoice) - [ **Google Drive to NeetoInvoice** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-neetoinvoice) Questions ## Microsoft Word and NeetoInvoice, 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 NeetoInvoice when something happens in Microsoft Word? Any of NeetoInvoice's 10 actions, including Update client, Update project, Add client and Add project. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from NeetoInvoice to Microsoft Word? Yes. When something happens in NeetoInvoice, your agent can act in Microsoft Word too. This page covers both directions: NeetoInvoice's triggers and Microsoft Word's actions are listed here as well. ### ### Do I have to build a connector for Microsoft Word or NeetoInvoice? 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 NeetoInvoice 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.