--- title: "Connect Microsoft Word to Odoo CRM - APIANT.ai" description: "When \"New Word Document\" fires in Microsoft Word, your agent runs \"Add Contact\" in Odoo CRM." canonical: "https://apiant.ai/connect/microsoft-word-to-odoo-crm" --- # Connect Microsoft Word to Odoo CRM When **New Word Document** fires in [Microsoft Word](https://apiant.ai/connections/microsoft-word), your agent runs **Add Contact** in [Odoo CRM](https://apiant.ai/connections/odoo-crm). Describe the whole flow and it is built, tested on every scenario and kept running. Microsoft Word **1** trigger Microsoft Word **8** actions Odoo CRM **11** 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 Odoo 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 Word can start in Odoo CRM - When **New Word Document** in Microsoft Word then **Add Contact** in Odoo CRM - When **New Word Document** in Microsoft Word then **Create Lead** in Odoo 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 Word and Odoo CRM ## Triggers and actions 1 trigger · 19 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. - Action **Add Contact** Create a new contact/partner (res.partner model) via Odoo's external API (execute_kw create on res.partner). - Action **Create Lead** Creates a new lead or opportunity in the Odoo CRM pipeline and returns its ID. - Action **Delete Contact** Delete a contact/partner (res.partner model) via Odoo's external API (execute_kw unlink on res.partner). - Action **Delete Lead** Delete a CRM lead/opportunity (crm.lead model) via Odoo's external API (execute_kw unlink on crm.lead). - Action **Find Contact** Returns up to 100 contacts that match the supplied email, name, phone, reference or tax ID. All supplied criteria must match. - Action **Get Contact** Fetch a single contact/partner (res.partner model) by ID via Odoo's external API (execute_kw read on res.partner). - Action **Get Lead** Fetch a single CRM lead/opportunity (crm.lead model) by ID via Odoo's external API (execute_kw read on crm.lead). - Action **List Contacts** Lists contacts (res.partner records) in Odoo, optionally narrowed by a search domain, returning up to 100 full records. - Action **List Leads** List/search CRM leads/opportunities (crm.lead model) via Odoo's external API (execute_kw search_read on crm.lead). - Action **Update Contact** Updates an existing Odoo contact. Only the fields you fill in are changed; blank fields keep their current values. - Action **Update Lead** Update fields on an existing CRM lead/opportunity (crm.lead model) via Odoo's external API (execute_kw write on crm.lead). ## Each app on its own - [ **Microsoft Word** Word processing software for creating, editing, and formatting documents.](https://apiant.ai/connections/microsoft-word) - [ **Odoo CRM** Odoo is a powerful open source platform with dozens of apps to help you grow your business.](https://apiant.ai/connections/odoo-crm) 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 Odoo CRM - [ **Klaviyo to Odoo CRM** Klaviyo is a marketing automation platform for email and SMS.](https://apiant.ai/connect/klaviyo-to-odoo-crm) - [ **Cal.com to Odoo CRM** Cal.com simplifies scheduling for individuals, teams, and developers with powerful features and integrations...](https://apiant.ai/connect/cal-com-to-odoo-crm) - [ **CM.com to Odoo CRM** CM.com — create excellent conversational customer experiences and turn any conversation into a conversion.](https://apiant.ai/connect/cm-com-to-odoo-crm) - [ **Fourthwall to Odoo CRM** Fourthwall platform designed to helping creators build their brand, monetize the online presence](https://apiant.ai/connect/fourthwall-to-odoo-crm) - [ **Gorgias to Odoo CRM** Gorgias is an ecommerce focused helpdesk with AI-powered responses, automated workflows & integrations.](https://apiant.ai/connect/gorgias-to-odoo-crm) - [ **Order Desk to Odoo CRM** Order Desk's order management software allows you to customize your order management workflow.](https://apiant.ai/connect/order-desk-to-odoo-crm) Questions ## Microsoft Word and Odoo CRM, 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 Odoo CRM when something happens in Microsoft Word? Any of Odoo CRM's 11 actions, including Create Lead, Update Contact, Update Lead and Add Contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Odoo CRM to Microsoft Word? Odoo CRM has no triggers in the catalog today, so automations start in Microsoft Word. If you need the other direction, ask: your agent reads Odoo CRM's API documentation and adds it. ### ### Do I have to build a connector for Microsoft Word or Odoo 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 Word and Odoo 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.