Integration
Connect Microsoft Word and Prospect CRM
When New Word Document fires in Microsoft Word, your agent runs Add contact in Prospect CRM, or New contact in Prospect CRM to Create Document in Microsoft Word. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Microsoft Word and Prospect CRM to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
Setup guide (opens in a new tab)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)Example flows
What Microsoft Word and Prospect CRM can do together
From Microsoft Word to Prospect CRM
When New Word Document in Microsoft Word
then Add contact in Prospect CRM
From Prospect CRM to 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 Prospect CRM
Triggers and actions 3 triggers · 27 actions
- New Word Document
Triggers when a new Word document (.docx file) is added to a OneDrive folder.
- Convert Document to PDF
Converts a Word document in OneDrive to PDF and returns the PDF file. The original document is not changed.
- 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.
- Create Document
Uploads a Word document (.docx) to a OneDrive folder and returns the new document's details.
- Delete Document
Deletes a Word document from OneDrive, moving it to the OneDrive recycle bin.
- Download Document
Downloads the contents of a Word document from OneDrive as a .docx file that later steps can attach, upload or save.
- Get Document
Returns the details of one Word document in OneDrive: its name, size, link, folder and dates.
- List Word Documents
Returns the Word documents (.docx files) in a OneDrive folder, optionally only those whose name starts with some text.
- Replace Document Content
Replaces the contents of an existing Word document in OneDrive with a new .docx file, keeping its name, location and sharing.
- New contact
Triggers when a new contact is added in Prospect CRM.
- New lead
Triggers when a new lead is created in Prospect CRM.
- Add booking
Creates a booking (a scheduled appointment or reservation) in Prospect CRM.
- Add contact
Creates a new contact in Prospect CRM and returns the created contact record.
- Add enquiry
Creates a new enquiry in Prospect CRM with the person's name, contact details, company, address and marketing source details.
- Add lead
Creates a new lead in Prospect CRM, optionally linked to a contact, and returns the created lead.
- Create Customer
Creates a customer (company) record in Prospect CRM and returns the new company.
- Create Entity
Creates a new record of any kind in Prospect CRM, such as a contact, company, lead or enquiry, and returns the created record.
- Find companies
Returns the companies in Prospect CRM that match a filter, such as a company name.
- Find contacts
Returns the contacts that match a filter, such as an email address or surname.
- Find Entity
Finds Prospect CRM records of any kind (contacts, companies, leads, enquiries and more) that match a filter condition.
- Find leads
Finds leads in Prospect CRM that match a filter condition and returns the matching lead records.
- Get company
Returns a single company record by its ID.
- Get contact
Returns a single Prospect CRM contact by its contact ID.
- List webhook actions
Returns the webhook event types Prospect CRM can subscribe to.
- Update company
Updates an existing company in Prospect CRM, changing only the fields you fill in.
- Update contact
Updates an existing contact in Prospect CRM. Only the fields you fill in are changed.
- Update Entity
Updates any Prospect CRM record (contact, company, lead, enquiry and so on) by changing the fields you supply.
- Update lead
Updates an existing lead in Prospect CRM. Only the fields you fill in are changed.
- Update Opportunity Status
Changes the status of an opportunity (lead) in Prospect CRM.
- Update Problem Status
Updates the status of an existing problem (support case) in Prospect CRM.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from Microsoft Word
Microsoft Word to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Microsoft Word to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Microsoft Word to StripeStripe is a payment processing platform for online businesses.
Microsoft Word to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Microsoft Word to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
Microsoft Word to PipedrivePipedrive is a sales CRM and pipeline management tool.
More into Prospect CRM
HubSpot to Prospect CRMHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to Prospect CRMGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to Prospect CRMGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to Prospect CRMGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to Prospect CRMGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to Prospect CRMMailchimp marketing automation and email platform.
Questions
Microsoft Word and Prospect 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 Prospect CRM when something happens in Microsoft Word?
Any of Prospect CRM's 19 actions, including Create Customer, Create Entity, Update company and Update contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Prospect CRM to Microsoft Word?
Yes. When something happens in Prospect CRM, your agent can act in Microsoft Word too. This page covers both directions: Prospect CRM's triggers and Microsoft Word's actions are listed here as well.
Do I have to build a connector for Microsoft Word or Prospect 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 Prospect 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.