Your clients sign contracts, upload files and answer forms in the Assembly portal. FlowMattic tells your team in Slack: who signed, which form came back, what was uploaded and which client logged in for the first time. Agencies, accountants and consultancies follow each client without refreshing the portal.
23 triggers 14 actions 7 example workflows 2 ready-made templates Unlimited runs
When this happens in Assembly23 triggers
Do this in Slack14 actions
1. TriggerContract Signed2. ActionSend Channel MessageWhen Assembly fires Contract Signed, FlowMattic runs Send Channel Message in Slack with the data from that event.
You build this in the FlowMattic workflow builder on your own site. See the setup steps
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 templateA signed contract means work can start. The channel post names the client and the contract, so the account lead can kick off onboarding without waiting for an email.
Contract SignedSend Channel Message
View the template Intake questionnaires and tax organisers often sit unread. The account lead gets a direct message as soon as their client submits a form response.
Form Response CompletedFind User by EmailSend Direct Message
When a client drops a file into a file channel, the team that works on the documents hears about it with the file name, so nothing waits in the portal.
File CreatedSend Channel Message
A Text Formatter builds a channel name from the client's company. The new channel is where the internal team discusses that client, apart from the portal messages the client can read.
Client CreatedText FormatterCreate ChannelInvite User To Channel
Client Activated fires the first time a client signs in. A note in Slack tells the team the client has seen the portal and is ready for a welcome call.
Client ActivatedSend Channel Message
Message Sent fires for messages from clients and from staff. A Filter keeps the client ones, which go to a private channel so a reply is never forgotten.
Message SentFilterSend Private Channel Message
Client Deleted is irreversible in Assembly. A private channel message records who was removed, so billing and file retention can be checked the same day.
Client DeletedSend Private Channel Message
At the end, every contract a client signs in Assembly is posted to your team channel with the client and contract name.
In FlowMattic, open Connects and add a Slack connection with an account in the channel you want to post to.
Create a workflow with the Assembly Contract Signed trigger and follow its instructions to send Assembly events to the workflow.
Assign a contract to a test client and sign it from the portal, so FlowMattic captures the contract and client fields.
Add Send Channel Message, choose the channel and write the message from the client, company and contract name. Test the step and switch it on.
1. Trigger in Assembly
Contract Signed
2. Action in Slack
Send Channel Message
Fields mapped from the earlier steps (a typical setup)
| From Assembly | To Slack |
|---|---|
| Client name | Message: client |
| Company name | Message: company |
| Contract name | Message: contract |
| Signed date | Message: signed on |
A trigger starts a workflow. An action is something FlowMattic does in the app as a step.
Assembly and Slack connect through FlowMattic on your own site, with no separate automation account in the middle and no charge per run.
Signatures, uploads and form answers show up where your staff already talk, so client work starts when the client is ready.
Slack becomes the back room for each client, while the Assembly portal stays the polished space the client sees.
FlowMattic has unlimited runs on every plan, and client details pass through your own server rather than a third-party automation account.
Pick the Assembly event you care about, such as Contract Signed or Form Response Completed, as the trigger of a FlowMattic workflow. Add Send Channel Message, map the client fields into the text and switch the workflow on.
Yes. Start from Client Created or Company Created, build a channel name with Text Formatter, then use Create Channel and Invite User To Channel for the team on that account.
Post Contract Requested to a channel when a contract goes out and Contract Signed when it comes back. Anything with a request but no signature in the channel is still waiting.
Not unless you build that. The examples post the file name and folder so the team knows to open it in Assembly, which keeps the file where your client put it.
Each message runs the workflow once. To keep the noise down, filter to client messages only and post them to a private channel the account lead watches.
Did not find your answer? You can browse the help center or ask us directly.
Slack and Google Sheets149 shared templates
Slack and Airtable44 shared templates
Slack and Fluent Forms42 shared templates
Slack and FluentCRM35 shared templates
Slack and ClickUp28 shared templates
Slack and Fluent Support21 shared templates
Slack and WooCommerce18 shared templates
Slack and Notion17 shared templatesInstall FlowMattic, connect both accounts and import a template. Every run stays on your own server.
30-day money-back guarantee Unlimited workflows and runs Self-hosted
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, Slack integration 1.0.
