Connect Assembly and Google Sheets

Assembly gives your clients a branded portal, but onboarding and account reviews are often tracked in a spreadsheet. FlowMattic fills that sheet from your WordPress site: each new client gets a row, and the row moves along as they log in for the first time, sign their contract, answer your intake form and are later offboarded.

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29 triggers 19 actions 7 example workflows 2 ready-made templates Unlimited runs

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When this happens in Assembly23 triggers

Do this in Google Sheets19 actions

1. TriggerClient Created

2. ActionAdd New Row

When Assembly fires Client Created, FlowMattic runs Add New Row in Google Sheets with the data from that event.

You build this in the FlowMattic workflow builder on your own site. See the setup steps

Assembly and Google Sheets workflows you can build

Each one uses only triggers and actions the two integrations ship today, plus FlowMattic's own tools. Where the library has a ready-made template, import it instead of building from scratch.

Ready-made template

Add every new Assembly client to an onboarding tracker

Each client you create becomes a row with name, email and company, the first line of an onboarding checklist your team works through.

Client CreatedAdd New Row

View the template

Mark the date a client first logs in

Client Activated fires on the first portal login. The client's row gets the date, so you can chase people who were invited but never signed in.

Client ActivatedLookup Row DataUpdate Row

Record signed contracts against the client

When a client signs, the contract name and signing date are written to their row, so account managers know who is cleared to start work.

Contract SignedLookup Row DataUpdate Row

Collect intake form responses in a sheet

Answers to your Assembly forms land in a responses tab, one row per client, ready to compare goals, budgets or deadlines across accounts.

Form Response CompletedAdd New Row

Log files clients upload to the portal

New files in a file channel are logged with client, file name and date, so the team can see which documents arrived without opening each channel.

File CreatedAdd New Row

List contracts that are still waiting for a signature

A requested contract adds a row to a pending tab with the request date. Compare it with the signed column to see who needs a reminder.

Contract RequestedDate/Time FormatterAdd New Row

Mark clients as offboarded when they are deleted

Deleting a client in Assembly is permanent, so their row is kept and marked offboarded with the date, preserving the history of the account.

Client DeletedLookup Row DataUpdate Row

Set up: new clients into a tracker

At the end, every client you create in Assembly is added as a row in your onboarding sheet.

Prepare the sheet
Add a header row such as Client ID, Name, Email, Company, Created, First login and Contract signed.
Connect Google Sheets
Under Connects in FlowMattic, add Google Sheets with an account that can edit the tracker.
Start with Client Created
Create a workflow with the Assembly Client Created trigger, follow its instructions to send Assembly events to it and create a test client.
Add New Row
Add Google Sheets Add New Row, map the client fields to the columns, test the step and switch the workflow on.

Import the ready-made template Beginner, about 5 min to set up

From Assembly	To Google Sheets
Client ID	Client ID
Given name and family name	Name
Email	Email
Company	Company
Created date	Created

Triggers and actions in this pair

A trigger starts a workflow. An action is something FlowMattic does in the app as a step.

Good to know

Save the Assembly client ID in the first workflow. The login, contract and offboarding workflows use it to find the row with Lookup Row Data.
These workflows log Assembly portal events in the sheet; inviting clients and sending contracts stay in Assembly. Information flows from the portal to the sheet only.
Message Sent fires for messages from clients and internal users alike. Filter on the sender if you log messages, or the sheet fills with your own replies.

Assembly

Integration page

Triggers (23)

Client CreatedTriggers when a client is created.
Company CreatedTriggers when a company is created.
File CreatedTriggers when a new file has been uploaded to a file channel.
Link CreatedTriggers when a new link has been created in a file channel.
Folder CreatedTriggers when a new folder has been created in a file channel.
Message Channel CreatedTriggers when a message channel has been created in the workspace.
Notification CreatedTriggers when a notification has been sent to a client or internal user.
Form Response CompletedTriggers when a form response has been submitted by a client.
Contract RequestedTriggers when a contract has been assigned to a client by an internal user.
Contract SignedTriggers when a contract has been signed by a client.
Message SentTriggers when a message has been sent (by a client or internal user).
Client ActivatedTriggers when a client authenticates in the portal for the first time.
Client UpdatedTriggers when any properties for a client are modified.
Company UpdatedTriggers when any properties for a company are modified.
File UpdatedTriggers when a file has been renamed or moved within a file channel.
Folder UpdatedTriggers when a folder has been renamed or moved within a file channel.
Link UpdatedTriggers when a link has been renamed or moved within a file channel.
Client DeletedTriggers when a client is put into an irreversible, deleted state.
Company DeletedTriggers when a company is put into an irreversible, deleted state.
File DeletedTriggers when a file has been deleted within a file channel.
Folder DeletedTriggers when a folder has been deleted within a file channel.
Link DeletedTriggers when a link has been deleted within a file channel.
Message Channel DeletedTriggers when a message channel has been deleted in the workspace.

Google Sheets

Integration page

Triggers (6)

New Spreadsheet RowTrigger when a new row is added to the spreadsheet
New Or Updated Spreadsheet RowTrigger when a row is updated in the spreadsheet
Deleted Spreadsheet RowTrigger when a row is deleted from the spreadsheet
Update Cell DataTrigger when any cell is updated in the spreadsheet
Update Specific Cell DataTrigger when a specific cell is updated in the spreadsheet
Update Specific Column ValueTrigger when a specific column value is updated in the spreadsheet

Actions (19)

Add New RowAdd a new row with mapped data
Update RowUpdate existing row in specific spreadsheet with mapped data
Delete RowDelete row by ID in specific spreadsheet
Clear Row DataClear data or row by ID in specific spreadsheet
Lookup Row DataSearch for data in specific spreadsheet
Get Cell DataGet data for particular cell in specific spreadsheet
Update Cell DataUpdate data for particular cell in specific spreadsheet
Get Row CountGet total number of rows in specific spreadsheet
Get Row DataGet rows data from the sheet based on specified range
Create Spreadsheet ColumnCreate a new column in specific spreadsheet
Create New SheetCreate a new sheet in specific spreadsheet
Import CSV or JSON to Existing SheetImport CSV or JSON data to existing sheet in specific spreadsheet
Copy SheetCopy a sheet to another or within the same spreadsheet
Get RowsRetrieve rows in JSON format for use with Iterator
Export sheet to CSVExport the selected sheet to CSV format and save to WordPress Media Library
Export Sheet to ExcelExport the spreadsheet to Excel (.xlsx) format and save to WordPress Media Library
Export Sheet to PDFExport the spreadsheet to PDF format and save to WordPress Media Library
Export Sheet to OpenDocumentExport the spreadsheet to OpenDocument (.ods) format and save to WordPress Media Library
Export Sheet to TSVExport the selected sheet to TSV format and save to WordPress Media Library

Why run this pair with FlowMattic

Assembly and Google Sheets connect through FlowMattic on your own site, with no separate automation account in the middle and no charge per run.

Onboarding status in one row

Created, first login, signed contract and intake answers sit side by side, so stuck clients are easy to spot.

History survives deletion

Offboarded clients keep their row and dates in the sheet even after Assembly removes them for good.

Client data through your own server

FlowMattic runs on your WordPress site with unlimited runs, so client details reach the sheet without another automation account.

Common questions

How do I connect Assembly to Google Sheets?

Add a Google Sheets connection in FlowMattic, create a workflow with an Assembly trigger such as Client Created and send Assembly events to it. Add Add New Row, map the client fields and switch it on.

Can I see which clients never logged in to the portal?

Yes. Fill a First login column with the Client Activated trigger. Clients whose row has a created date but no first login are the ones to remind.

Can contract status be tracked in the sheet?

Yes. Contract Requested can add the request and Contract Signed can update the row with the signing date. A filter view on empty signed dates shows outstanding contracts.

Can I log companies as well as clients?

Yes. Company Created, Company Updated and Company Deleted can write to a companies tab, with the company ID used to update rows as details change.

Did not find your answer? You can browse the help center or ask us directly.

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Reviewed 27 Oct 2026. The example workflows are written with AI from the real triggers and actions of both integrations and checked against them. Assembly integration 1.0.0, Google Sheets integration 2.2.4.