--- title: "Connect Microsoft Word to Referral Rock - APIANT.ai" description: "When \"New Word Document\" fires in Microsoft Word, your agent runs \"Find Member\" in Referral Rock." canonical: "https://apiant.ai/connect/microsoft-word-to-referral-rock" --- # Connect Microsoft Word to Referral Rock When **New Word Document** fires in [Microsoft Word](https://apiant.ai/connections/microsoft-word), your agent runs **Find Member** in [Referral Rock](https://apiant.ai/connections/referral-rock). Describe the whole flow and it is built, tested on every scenario and kept running. Microsoft Word **1** trigger Microsoft Word **8** actions Referral Rock **6** 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 Referral Rock 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 Referral Rock - When **New Word Document** in Microsoft Word then **Find Member** in Referral Rock - When **New Word Document** in Microsoft Word then **Find Referral** in Referral Rock 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 Referral Rock ## Triggers and actions 1 trigger · 14 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 **Delete member** Deletes a member from a Referral Rock program, identified by member id or referral code, or by external id/email together with a program. - Action **Delete referral** Deletes a referral from a Referral Rock program, identified by its referral id or by contact details within a program. - Action **Delete reward** Deletes a reward from a member or referral in a Referral Rock program. - Action **Find Member** Searches your Referral Rock members by name, email, referral code or other text, optionally within one program, and returns the matching members. - Action **Find Referral** Searches referrals by text such as an email address, name or external id, optionally narrowed by program, referring member, status or creation date. - Action **Find rewards** Returns the rewards that match a search, optionally narrowed by program, member, status and date. ## Each app on its own - [ **Microsoft Word** Word processing software for creating, editing, and formatting documents.](https://apiant.ai/connections/microsoft-word) - [ **Referral Rock** Referral Rock helps businesses to design, track and manage referral programs.](https://apiant.ai/connections/referral-rock) 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 Referral Rock - [ **HubSpot to Referral Rock** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-referral-rock) - [ **Salesforce to Referral Rock** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-referral-rock) - [ **Slack to Referral Rock** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-referral-rock) - [ **Google Sheets to Referral Rock** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-referral-rock) - [ **Gmail to Referral Rock** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-referral-rock) - [ **Google Calendar to Referral Rock** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-referral-rock) Questions ## Microsoft Word and Referral Rock, 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 Referral Rock when something happens in Microsoft Word? Any of Referral Rock's 6 actions, including Find Member, Find Referral, Find rewards and Delete member. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Referral Rock to Microsoft Word? Referral Rock has no triggers in the catalog today, so automations start in Microsoft Word. If you need the other direction, ask: your agent reads Referral Rock's API documentation and adds it. ### ### Do I have to build a connector for Microsoft Word or Referral Rock? 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 Referral Rock 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.