Recommended workflows - Assembly

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	Zapier, Make	Zapier
Update clients from new Assembly form submissions	Zapier, Make	Zapier
Upload files to Google Drive when new files are uploaded to Assembly	Zapier, Make	Zapier
Create Trello cards for new form submissions in Assembly	Zapier, Make	Zapier
Create records in Airtable from new Assembly form submissions	Zapier, Make	Zapier
Send messages in Slack when new clients are created in Assembly	Zapier, Make	Zapier
Add new Assembly clients as Mailchimp subscribers	Zapier, Make	Zapier
Create default folders for new clients in Assembly	Zapier, Make	Zapier
Upload files submitted to an Assembly Form to an Assembly File Channel	Zapier, Make	—
Create an invoice when a new Assembly form is submitted	Zapier*, Make	—
Create a subscription when a new Assembly form is submitted	Zapier*, Make	—

*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	Zapier, Make	Zapier
Create folders and files from OneDrive in Assembly company file channels when companies are created in Assembly	Zapier, Make	Zapier
Create folders and files from Google Drive in Assembly client file channels when clients are created in Assembly	Zapier, Make	Zapier
Create folders and files from OneDrive in Assembly client file channels when clients are created in Assembly	Zapier, Make	Zapier
Upload files to Google Drive when new files are uploaded to Assembly	Zapier, Make	Zapier
Upload new Assembly files to Dropbox	Zapier, Make	Zapier
Upload new Assembly files to OneDrive	Zapier, Make	Coming Soon
Find or create folders and files in Google Drive when new files are uploaded for a client in Assembly	Zapier, Make	—
Find or create folders and files in OneDrive when new files are uploaded for a client in Assembly	Zapier, Make	—
Find or create folders and files in Google Drive when new files are uploaded for a company in Assembly	Zapier, Make	—
Find or create folders and files in OneDrive when new files are uploaded for a company in Assembly	Zapier, Make	—
Find folders and create files in Dropbox when new files are uploaded for clients in Assembly	Zapier, Make	—
Find folders and create files in Dropbox when new files are uploaded for companies in Assembly	Zapier, Make	—
Create folders and files in Dropbox when new files are uploaded for clients in Assembly	Zapier, Make	—
Create folders and files in Dropbox when new files are uploaded for companies in Assembly	Zapier, Make	—
Create default folders for new clients in Assembly	Zapier, Make	Zapier

Form automations

Automation	Setup instructions	Templates
Assign forms to newly activated Assembly clients	Zapier, Make	Zapier
Update clients from new Assembly form submissions	Zapier, Make	Zapier
Assign forms to Assembly clients every month	Zapier, Make	Zapier
Create Trello cards for new form submissions in Assembly	Zapier, Make	Zapier
Update clients in Assembly from new Jotform submissions	Zapier, Make	Zapier
Create clients in Assembly from new Jotform submissions	Zapier, Make	Zapier, Make
Create new spreadsheet rows in Google Sheets from new Assembly form submissions	Zapier, Make	Zapier
Create records in Airtable from new Assembly form submissions	Zapier, Make	Zapier
Create clients in Assembly from new Typeform entries	Zapier, Make	Zapier
Update clients in Assembly from new Typeform entries	Zapier, Make	—

Message automations

Automation	Setup instructions	Templates
Send a message to a client in Assembly when a form response is submitted in Assembly	Zapier, Make	Zapier
Send channel messages in Slack when new clients are activated in Assembly	Zapier, Make	Zapier
Send messages in Slack when new clients are created in Assembly	Zapier, Make	Zapier
Send channel messages in Slack when new form responses are submitted in Assembly	Zapier, Make	Zapier
Send a message automatically to a client in Assembly when a client sends a message in Assembly	Zapier, Make	Zapier
Send a message to a client in Assembly after a contract is signed	Zapier, Make	Zapier
Send a message from a client in Assembly to Slack	Zapier, Make	—
Send a message from an Internal User in Assembly to Slack	Zapier, Make	—
Send a message each month to individual message channels	Make	—
Send a message each month to company message channels	Make	—

CRM automations

Automation	Setup instructions	Templates
Create records in Airtable for new Assembly clients	Zapier, Make	Zapier
Create clients in Assembly when new events are scheduled in Calendly	Zapier*, Make	Zapier
Add new Assembly clients as Mailchimp subscribers	Zapier, Make	Zapier
Create clients in Assembly when Salesforce Opportunities are updated to Closed won	Zapier	—
Apply a tag when a client is created in Assembly	Zapier, Make	—

*Coming soon

Contract automations

Automation	Setup instructions	Templates
Send a contract in Assembly after a client is created	Zapier, Make	Zapier
Send a contract in Assembly after a form is completed in Assembly	Zapier, Make	Zapier
Upload signed contracts from Assembly to a client file channel	Zapier, Make	Zapier
Upload a signed contract from Assembly to a company file channel	Zapier, Make	Zapier
Upload newly signed Assembly contracts to Google Drive	Zapier, Make	Zapier
Update a client in Assembly when a contract is signed in Assembly	Zapier, Make	—
Upload files to client file channels in Assembly when envelopes are sent or completed in Docusign	Zapier, Make	—
Upload files to company file channels in Assembly when envelopes are sent or completed in Docusign	Zapier, Make	—
Upload files to client file channels in Assembly when documents are completed in PandaDoc	Zapier, Make	—
Upload files to company file channels in Assembly when documents are completed in PandaDoc	Zapier, Make	—