Intro to apps
Custom Visibility for Apps
Messages App
Billing App
Products
Invoicing
Subscriptions
Payment Links
Product Store
Client Billing Experience
Fees & Payment Reconciliation
Files App
Contracts App
Forms App
Helpdesk App
Tasks App
Client Home App
Profile Manager App
Airtable Embed
Calendly Embed
Notion Embed
Google Sheets Embed
ClickUp Embed
Typeform Embed
Youtube Embed
Autoresponder App
Exporter App
QuickBooks Integration
Other Embeds
Jotform Embed
Power BI Embed
Hubspot Forms Embed
Hubspot Meetings Embed
Miro Embed
Figma Embed
Monday Embed
Canva Embed
Acuity Scheduling Embed
Loom Embed
Google Drive Embed
Google Slides Embed
Google Docs Embed
Google Forms Embed
Looker Studio Embed
Google Calendar Embed
Databox Embed
Trello Embed
Zoom Scheduling Embed
Squarespace Embed
OneDrive Embed
Intro to apps
Custom Visibility for Apps
Messages App
Billing App
Products
Invoicing
Subscriptions
Payment Links
Product Store
Client Billing Experience
Fees & Payment Reconciliation
Files App
Contracts App
Forms App
Helpdesk App
Tasks App
Client Home App
Profile Manager App
Airtable Embed
Calendly Embed
Notion Embed
Google Sheets Embed
ClickUp Embed
Typeform Embed
Youtube Embed
Autoresponder App
Exporter App
QuickBooks Integration
Other Embeds
Jotform Embed
Power BI Embed
Hubspot Forms Embed
Hubspot Meetings Embed
Miro Embed
Figma Embed
Monday Embed
Canva Embed
Acuity Scheduling Embed
Loom Embed
Google Drive Embed
Google Slides Embed
Google Docs Embed
Google Forms Embed
Looker Studio Embed
Google Calendar Embed
Databox Embed
Trello Embed
Zoom Scheduling Embed
Squarespace Embed
OneDrive Embed
Recommended workflows
Most popular automations
Overview 
Below, you can find our most popular workflow automations, each of which you can set up with our API, Zapier, or Make.
Popular Automations
Automation | Setup Instructions | Templates |
|---|---|---|
Assign forms to newly activated Assembly clients | ||
Update clients from new Assembly form submissions | ||
Upload files to Google Drive when new files are uploaded to Assembly | ||
Create Trello cards for new form submissions in Assembly | ||
Create records in Airtable from new Assembly form submissions | ||
Send messages in Slack when new clients are created in Assembly | ||
Add new Assembly clients as Mailchimp subscribers | ||
Create default folders for new clients in Assembly | ||
Upload files submitted to a Assembly Form to a Assembly File Channel | Not Available | |
Create an invoice when a new Assembly form is submitted | Zapier* | Not Available |
Create a subscription when a new Assembly form is submitted | Zapier* | Not Available |
*Coming soon
File Automations
Automation | Setup Instructions | Templates |
|---|---|---|
Create folders and files from Google Drive in Assembly company file channels when companies are created in Assembly | ||
Create folders and files from OneDrive in Assembly company file channels when companies are created in Assembly | ||
Create folders and files from Google Drive in Assembly client file channels when clients are created in Assembly | ||
Create folders and files from OneDrive in Assembly client file channels when clients are created in Assembly | ||
Upload files to Google Drive when new files are uploaded to Assembly | ||
Upload new Assembly files to Dropbox | ||
Upload new Assembly files to OneDrive | Coming Soon | |
Find or create folders and files in Google Drive when new files are uploaded for a client in Assembly | Not Available | |
Find or create folders and files in OneDrive when new files are uploaded for a client in Assembly | Not Available | |
Find or create folders and files in Google Drive when new files are uploaded for a company in Assembly | Not Available | |
Find or create folders and files in OneDrive when new files are uploaded for a company in Assembly | Not Available | |
Find folders and create files in Dropbox when new files are uploaded for clients in Assembly | Not Available | |
Find folders and create files in Dropbox when new files are uploaded for companies in Assembly | Not Available | |
Create folders and files in Dropbox when new files are uploaded for clients in Assembly | Not Available | |
Create folders and files in Dropbox when new files are uploaded for companies in Assembly | Not Available | |
Create default folders for new clients in Assembly |
Form Automations
Automation | Setup Instructions | Templates |
|---|---|---|
Assign forms to newly activated Assembly clients | ||
Update clients from new Assembly form submissions | ||
Assign forms to Assembly clients every month | ||
Create Trello cards for new form submissions in Assembly | ||
Update clients in Assembly from new Jotform submissions | ||
Create clients in Assembly from new Jotform submissions | ||
Create new spreadsheet rows in Google Sheets from new Assembly form submissions | ||
Create records in Airtable from new Assembly form submissions | ||
Create clients in Assembly from new Typeform entries | ||
Update clients in Assembly from new Typeform entries | Not Available |
Message Automations
Automation | Setup Instructions | Templates |
|---|---|---|
Send a message to a client in Assembly when a form response is submitted in Assembly | ||
Send channel messages in Slack when new clients are activated in Assembly | ||
Send messages in Slack when new clients are created in Assembly | ||
Send channel messages in Slack when new form responses are submitted in Assembly | ||
Send a message automatically to a client in Assembly when a client sends a message in Assembly. | ||
Send a message to a client in Assembly after a contract is signed | ||
Send a message from a client in Assembly to Slack | Not Available | |
Send a message from an Internal User in Assembly to Slack | Not Available | |
Send a message each month to individual message channels | Not Available | |
Send a message each month to company message channels | Not Available |
CRM Automations
Automation | Setup Instructions | Templates |
|---|---|---|
Create records in Airtable for new Assembly clients | ||
Create clients in Assembly when new events are scheduled in Calendly | Zapier* | |
Add new Assembly clients as Mailchimp subscribers | ||
Create clients in Assembly when Salesforce Opportunities are updated to Closed won | Not Available | |
Apply a tag when a client is created in Assembly | Not Available |
*Coming soon
Contract Automations
Automation | Setup Instructions | Templates |
|---|---|---|
Send a contract in Assembly after a client is created | ||
Send a contract in Assembly after a form is completed in Assembly | ||
Upload signed contracts from Assembly to a client file channel | ||
Upload a signed contract from Assembly to a company file channel | ||
Upload newly signed Assembly contracts to Google Drive | ||
Update a client in Assembly when a contract is signed in Assembly | Not Available | |
Upload files to client file channels in Assembly when envelopes are sent or completed in Docusign | Not Available | |
Upload files to company file channels in Assembly when envelopes are sent or completed in Docusign | Not Available | |
Upload files to client file channels in Assembly when documents are completed in PandaDoc | Not Available | |
Upload files to company file channels in Assembly when documents are completed in PandaDoc | Not Available |
Explore all recommended automations in our automations directory.