Connect Assembly with another app

Assembly integration

Connect Assembly with 918+ other apps in FlowMattic. Pick a trigger, add Assembly steps, map the fields from earlier steps and run the workflow on your own server with no per-task fees.

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23 triggers Integration version 1.0.0 Category: Business Unlimited workflows and runs

Pair Assembly with another app

See what the two do together: triggers, actions and example workflows.

Popular with Assembly

Triggers and actions for Assembly

A trigger is the Assembly event that starts a workflow. An action is what FlowMattic does in Assembly from a step.

Event	What it does	Type
Client Created	Triggers when a client is created.	Trigger
Company Created	Triggers when a company is created.	Trigger
File Created	Triggers when a new file has been uploaded to a file channel.	Trigger
Link Created	Triggers when a new link has been created in a file channel.	Trigger
Folder Created	Triggers when a new folder has been created in a file channel.	Trigger
Message Channel Created	Triggers when a message channel has been created in the workspace.	Trigger
Notification Created	Triggers when a notification has been sent to a client or internal user.	Trigger
Form Response Completed	Triggers when a form response has been submitted by a client.	Trigger
Contract Requested	Triggers when a contract has been assigned to a client by an internal user.	Trigger
Contract Signed	Triggers when a contract has been signed by a client.	Trigger
Message Sent	Triggers when a message has been sent (by a client or internal user).	Trigger
Client Activated	Triggers when a client authenticates in the portal for the first time.	Trigger
Client Updated	Triggers when any properties for a client are modified.	Trigger
Company Updated	Triggers when any properties for a company are modified.	Trigger
File Updated	Triggers when a file has been renamed or moved within a file channel.	Trigger
Folder Updated	Triggers when a folder has been renamed or moved within a file channel.	Trigger
Link Updated	Triggers when a link has been renamed or moved within a file channel.	Trigger
Client Deleted	Triggers when a client is put into an irreversible, deleted state.	Trigger
Company Deleted	Triggers when a company is put into an irreversible, deleted state.	Trigger
File Deleted	Triggers when a file has been deleted within a file channel.	Trigger
Folder Deleted	Triggers when a folder has been deleted within a file channel.	Trigger
Link Deleted	Triggers when a link has been deleted within a file channel.	Trigger
Message Channel Deleted	Triggers when a message channel has been deleted in the workspace.	Trigger

Three steps to a running Assembly workflow

The builder keeps the order you think in: connect the app, choose what starts the workflow, add what should happen.

Connect
Authorise Assembly once
Add a Assembly connection under Connects and reuse it in every workflow. Credentials stay in your WordPress database.
Trigger
Pick what starts it
Start from a Assembly event, or from a WordPress event, a form, a webhook, a schedule or any of the 918+ integrations, then capture a sample so later steps can map real fields.
Act
Add Assembly steps and logic
Chain Assembly actions with Router, Filter, Iterator and Delay, test each step against captured data, then switch the workflow on.

Assembly workflows people build

Each example pairs Assembly with an app it is often used with. Build any of them on the canvas, or start from the workflow library.

Add every new Assembly client to a Google Sheets onboarding tracker

Assembly to Google Sheets

Send a Slack alert when a Assembly contract is signed

Assembly to Slack

Create a HubSpot CRM contact from each new Assembly client

Assembly to HubSpot CRM

Save a completed Assembly form response to Airtable

Assembly to Airtable

Email the team via Gmail when a new Assembly file is created

Assembly to Gmail

When a Assembly client is activated, add a row in Google Sheets, alert Slack, then mark the row as onboarded

Assembly to Google Sheets, then Slack, then Google Sheets

Browse the workflow library

Connect Assembly with other apps

272 apps have triggers or actions that work with Assembly. The ones used together most often come first.

Showing 24 of 272 apps

About Assembly

FlowMattic integration version 1.0.0

Assembly is a client portal platform that gives professional service firms a branded workspace for messaging, file sharing, contracts, forms, and billing. Connect Assembly to FlowMattic to automatically sync new clients, files, contracts, and form responses with your CRM, spreadsheets, and team chat tools.