Integration
Connect Microsoft Word and Salesflare
When New Word Document fires in Microsoft Word, your agent runs Add Contact to Account in Salesflare, or New Account in Salesflare 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 Salesflare 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)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 Salesflare can do together
From Microsoft Word to Salesflare
When New Word Document in Microsoft Word
then Add Contact to Account in Salesflare
From Salesflare 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 Salesflare
Triggers and actions 3 triggers · 30 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 Account
Triggers when a new account is created in Salesflare.
- New Task
Triggers when a new task is created in Salesflare.
- Add Contact to Account
Links an existing contact to a Salesflare account.
- Add tag
Creates a new tag in Salesflare that can be applied to contacts, accounts and opportunities.
- Add User to Account
Adds a Salesflare user (team member) to an account's team.
- Create Call
Logs a call in Salesflare with the given contacts as participants.
- Create Opportunity
Creates an opportunity (deal) on a Salesflare account and returns its id.
- Create Task
Creates a task in Salesflare, optionally linked to an account, with a due date and assigned users.
- Delete contact
Deletes a contact from Salesflare.
- Delete opportunity
Deletes an opportunity in Salesflare.
- Delete task
Deletes a task in Salesflare.
- Find Account
Finds Salesflare accounts (companies) matching a search term, name, domain or other filters, and returns the matching accounts.
- Find Contact
Finds contacts in Salesflare matching an email, name, phone number, domain or free-text search, plus optional filters.
- Find Person
Finds Salesflare persons by name, email, ID or free-text search and returns the matches.
- Find User
Finds Salesflare users by name, email, id or free-text search.
- Find Workflow
Finds workflows in Salesflare whose name matches the search text.
- Get opportunity
Returns the full details of one Salesflare opportunity, including its stage, owner, account, value and custom fields.
- List tags
Returns the tags in your Salesflare account, optionally filtered by name or ID.
- Remove Contact From Workflow
Removes (exits) a contact from a Salesflare workflow so it receives no further workflow steps.
- Update Contact
Updates an existing Salesflare contact's name, email, phone numbers, addresses, positions, tags, owner, linked account and custom fields. Fields left blank are not changed.
- Update internal note
Updates the text, mentions or date of an existing internal note on a Salesflare account.
- Update meeting
Updates an existing meeting in Salesflare: its subject, time, notes, type or participants. For meetings synced from a calendar, only the notes can be changed.
- Update Opportunity
Updates an existing opportunity in Salesflare, such as its name, stage, value, owner or close date.
- Update task
Updates an existing Salesflare task's description, due date, linked account, assignees or completion status.
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
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Questions
Microsoft Word and Salesflare, 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 Salesflare when something happens in Microsoft Word?
Any of Salesflare's 22 actions, including Create Call, Create Opportunity, Create Task and Update Contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Salesflare to Microsoft Word?
Yes. When something happens in Salesflare, your agent can act in Microsoft Word too. This page covers both directions: Salesflare's triggers and Microsoft Word's actions are listed here as well.
Do I have to build a connector for Microsoft Word or Salesflare?
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 Salesflare 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.