Assembly.com and Salesflare

CRM (Customer Relationship Management) assembly.com ↗

How to connect Assembly.com

Via Zapier — 238 operations available. Set it up ↗

What you can automate

When client Created in Assembly.com, find or create account, then find or create contact, then add contact to account in Salesflare.
When client Custom Fields Updated in Assembly.com, find or create account, then find or create contact, then add contact to account in Salesflare.
When client Updated in Assembly.com, find or create account, then find or create contact, then add contact to account in Salesflare.
When company Created in Assembly.com, find or create account in Salesflare.
When company Custom Fields Updated in Assembly.com, find or create account in Salesflare.
When form Response Completed in Assembly.com, find or create contact in Salesflare.

About Assembly.com

Assembly.com is a complete client communication and management solution that offers a branded and streamlined experience to businesses.

Assembly.com operations on Zapier

Triggers (134)

Start a workflow when this happens

Client Activated — Triggers when a client authenticates in the Assembly for the first time
Client Activated — Triggers when a client authenticates in the Assembly for the first time
Client Created — Triggers when a new client is created.
Client Created — Triggers when a new client is created.
Client Custom Fields Updated — Triggers only when a client user has updates to custom fields.

Show 129 more triggers

Client Custom Fields Updated — Triggers only when a client user has updates to custom fields.
Client Updated — High-frequency trigger for each client user update.
Client Updated — High-frequency trigger for each client user update.
Company Created — Triggers when a company gets created in the Assembly for the first time
Company Created — Triggers when a company gets created in the Assembly for the first time
Company Custom Fields Updated — Triggers only when a company has updates to custom fields.
Company Custom Fields Updated — Triggers only when a company has updates to custom fields.
Contract Requested — Triggers when a contract is assigned to a client.
Contract Requested — Triggers when a contract is assigned to a client.
Contract Signed — Triggers when a contract is signed.
Contract Signed — Triggers when a contract is signed.
File Created — Triggers when a file gets created within a file channel
File Created — Triggers when a file gets created within a file channel
File Deleted — Triggers when a file has been deleted within a file channel
File Deleted — Triggers when a file has been deleted within a file channel
File Updated — Triggers when a file has been updated within a file channel
File Updated — Triggers when a file has been updated within a file channel
Folder Created — Triggers when a folder gets created within a file channel
Folder Created — Triggers when a folder gets created within a file channel
Folder Deleted — Triggers when a folder gets deleted within a file channel
Folder Deleted — Triggers when a folder gets deleted within a file channel
Folder Updated — Triggers when a folder gets updated within a file channel
Folder Updated — Triggers when a folder gets updated within a file channel
Form Response Completed — Triggers when a form response has been completed by a recipient
Form Response Completed — Triggers when a form response has been completed by a recipient
Internal User Created — Triggers when a new internal user is created.
Internal User Created — Triggers when a new internal user is created.
Internal User Deleted — Triggers when an internal user is deleted.
Internal User Deleted — Triggers when an internal user is deleted.
Invoice Created — Triggers when an invoice is created
Invoice Created — Triggers when an invoice is created
Invoice Deleted — Triggers when an invoice is deleted
Invoice Deleted — Triggers when an invoice is deleted
Invoice Paid — Triggers when an invoice is paid
Invoice Paid — Triggers when an invoice is paid
Invoice Sent — Triggers when an invoice is sent
Invoice Sent — Triggers when an invoice is sent
Invoice Updated — Triggers when an invoice is updated
Invoice Updated — Triggers when an invoice is updated
Invoice Voided — Triggers when an invoice is voided
Invoice Voided — Triggers when an invoice is voided
Link Created — Triggers when a link gets created within a file channel
Link Created — Triggers when a link gets created within a file channel
Link Deleted — Triggers when a link gets deleted within a file channel
Link Deleted — Triggers when a link gets deleted within a file channel
Link Updated — Triggers when a link gets updated within a file channel
Link Updated — Triggers when a link gets updated within a file channel
List App Installs — Lists the app installs in a workspace.
List App Installs — Lists the app installs in a workspace.
List Clients — Lists the clients.
List Clients — Lists the clients.
List Companies — Lists the companies.
List Companies — Lists the companies.
List Custom Field Options — Lists all custom field options of a given custom field
List Custom Field Options — Lists all custom field options of a given custom field
List Custom Fields — Lists all available custom fields.
List Custom Fields — Lists all available custom fields.
List Files — List files within a file channel.
List Files — List files within a file channel.
List Form Responses — List Form Responses for a specific form
List Form Responses — List Form Responses for a specific form
List Internal Users — Lists all internal users.
List Internal Users — Lists all internal users.
List Invoice Templates — Lists the invoice templates.
List Invoice Templates — Lists the invoice templates.
List Invoices — Lists the invoices.
List Invoices — Lists the invoices.
List Message Channels — Lists the message channels.
List Message Channels — Lists the message channels.
List Messages — Lists messages in a channel
List Messages — Lists messages in a channel
List Notes — Lists notes in a workspace.
List Notes — Lists notes in a workspace.
List Payments — Lists the payments.
List Payments — Lists the payments.
List Prices — Lists the prices.
List Prices — Lists the prices.
List Products — Lists the products.
List Products — Lists the products.
List Subscription Templates — Lists the subscription templates.
List Subscription Templates — Lists the subscription templates.
List Subscriptions — Lists the subscriptions.
List Subscriptions — Lists the subscriptions.
List Task Comments — Lists task comments in a workspace.
List Task Comments — Lists task comments in a workspace.
List Task Templates — Lists task templates in a workspace.
List Task Templates — Lists task templates in a workspace.
List Tasks — Lists tasks in a workspace.
List Tasks — Lists tasks in a workspace.
List Workspace — List the workspace associated with the portal
List Workspace — List the workspace associated with the portal
Message Channel Created — Triggers when a new message channel is created.
Message Channel Created — Triggers when a new message channel is created.
Message Channel Deleted — Triggers when a message channel is deleted.
Message Channel Deleted — Triggers when a message channel is deleted.
Message Sent — Triggers when a message gets sent in any channels belonging to the portal
Message Sent — Triggers when a message gets sent in any channels belonging to the portal
Note Created — Triggers when a new note is created.
Note Created — Triggers when a new note is created.
Note Deleted — Triggers when a note is deleted.
Note Deleted — Triggers when a note is deleted.
Note Updated — Triggers when a note is updated.
Note Updated — Triggers when a note is updated.
Notification Created — Triggers when a new notification is created.
Notification Created — Triggers when a new notification is created.
Payment Failed — Triggers when a payment is failed for an invoice
Payment Failed — Triggers when a payment is failed for an invoice
Payment Succeeded — Triggers when a payment is successful for an invoice
Payment Succeeded — Triggers when a payment is successful for an invoice
Price Created — Triggers when a price is created
Price Created — Triggers when a price is created
Product Created — Triggers when a product is created
Product Created — Triggers when a product is created
Product Updated — Triggers when a product is updated
Product Updated — Triggers when a product is updated
Subscription Canceled — Triggers when an subscription is canceled
Subscription Canceled — Triggers when an subscription is canceled
Subscription Created — Triggers when an subscription is created
Subscription Created — Triggers when an subscription is created
Task Archived — Triggers when a task gets archived in your workspace.
Task Archived — Triggers when a task gets archived in your workspace.
Task Completed — Triggers when a task gets completed in your workspace.
Task Completed — Triggers when a task gets completed in your workspace.
Task Created — Triggers when a task gets created in your workspace.
Task Created — Triggers when a task gets created in your workspace.
Task Deleted — Triggers when a task gets deleted in your workspace.
Task Deleted — Triggers when a task gets deleted in your workspace.
Task Updated — Triggers when a task gets updated in your workspace.
Task Updated — Triggers when a task gets updated in your workspace.

Actions (68)

Things Salesflare can make it do

Cancel Subscription — Cancel a subscription.
Cancel Subscription — Cancel a subscription.
Create App Connection — Creates an app connection for an app install.
Create App Connection — Creates an app connection for an app install.
Create Client — Creates a new client.

Show 63 more actions

Create Client — Creates a new client.
Create Company — Creates a new company.
Create Company — Creates a new company.
Create Contract — Creates a new Contract.
Create Contract — Creates a new Contract.
Create File — Creates a file in a specified files channel.
Create File — Creates a file in a specified files channel.
Create File Channel — Creates a new file channel.
Create File Channel — Creates a new file channel.
Create Folder — Creates a folder in a specified file channel.
Create Folder — Creates a folder in a specified file channel.
Create Invoice — Creates a new invoice.
Create Invoice — Creates a new invoice.
Create Link — Creates a link in a specified files channel.
Create Link — Creates a link in a specified files channel.
Create Message Channel — Creates a new message channel.
Create Message Channel — Creates a new message channel.
Create Note — Creates a new note.
Create Note — Creates a new note.
Create Subscription — Creates a new subscription.
Create Subscription — Creates a new subscription.
Create Task — Creates a new task.
Create Task — Creates a new task.
Delete Task Comment — Delete a task comment by its id
Delete Task Comment — Delete a task comment by its id
Find or Create AppConnection — Search for an app connection from a manual app.
Find or Create AppConnection — Search for an app connection from a manual app.
Find or Create Client — Search for a client by ID, email, or company.
Find or Create Client — Search for a client by ID, email, or company.
Find or Create Company — Search for a company by ID or name.
Find or Create Company — Search for a company by ID or name.
Find or Create File Channel — Search for a file channel by ID or by membership type, membership entity and member. If ID is passed in, the other search criteria are ignored. If ID is not passed in then all other search criteria "AND" together to find a file channel.
Find or Create File Channel — Search for a file channel by ID or by membership type, membership entity and member. If ID is passed in, the other search criteria are ignored. If ID is not passed in then all other search criteria "AND" together to find a file channel.
Find or Create Invoice — Search for an invoice by ID.
Find or Create Invoice — Search for an invoice by ID.
Find or Create Message Channel — Search for a message channel by ID or by filters
Find or Create Message Channel — Search for a message channel by ID or by filters
Find or Create Note — Search for a note by ID or by filters
Find or Create Note — Search for a note by ID or by filters
Find or Create Subscription — Search for a Subscription by ID.
Find or Create Subscription — Search for a Subscription by ID.
Find or Create Task — Search for a task by ID or by filters
Find or Create Task — Search for a task by ID or by filters
Find or Create file — Search for a file by ID.
Find or Create file — Search for a file by ID.
Request Form Responses — Ask clients to fill out a form.
Request Form Responses — Ask clients to fill out a form.
Send Message — Create and send a message to a designated message channel.
Send Message — Create and send a message to a designated message channel.
Update Client — Update a client
Update Client — Update a client
Update Company — Update the name of a company
Update Company — Update the name of a company
Update Folder Permissions — Update the client permissions for a folder
Update Folder Permissions — Update the client permissions for a folder
Update Internal User — Update an internal user
Update Internal User — Update an internal user
Update Note — Update the title and content of a note.
Update Note — Update the title and content of a note.
Update Root Folder Permissions — Update the client permissions for the root of a channel
Update Root Folder Permissions — Update the client permissions for the root of a channel
Update Task — Update a task.
Update Task — Update a task.

Searches (36)

Look up existing records

Find App Connection — Search for an app connection from a manual app.
Find App Connection — Search for an app connection from a manual app.
Find a Client — Search for a client by ID, email, or company.
Find a Client — Search for a client by ID, email, or company.
Find a Company — Search for a company by ID or name.

Show 31 more searches

Find a Company — Search for a company by ID or name.
Find a Custom Field Option — Search for a custom field option by custom field ID and label.
Find a Custom Field Option — Search for a custom field option by custom field ID and label.
Find a File — Search for a file by ID.
Find a File — Search for a file by ID.
Find a File Channel — Search for a file channel by ID or by membership type, membership entity and member. If ID is passed in, the other search criteria are ignored. If ID is not passed in then all other search criteria "AND" together to find a file channel.
Find a File Channel — Search for a file channel by ID or by membership type, membership entity and member. If ID is passed in, the other search criteria are ignored. If ID is not passed in then all other search criteria "AND" together to find a file channel.
Find a Form — Search for a Form by ID.
Find a Form — Search for a Form by ID.
Find a Message Channel — Search for a message channel by ID or by filters
Find a Message Channel — Search for a message channel by ID or by filters
Find a Note — Search for a note by ID or by filters
Find a Note — Search for a note by ID or by filters
Find a Price — Search for a Price by ID.
Find a Price — Search for a Price by ID.
Find a Product — Search for a Product by ID.
Find a Product — Search for a Product by ID.
Find a Subscription — Search for a Subscription by ID.
Find a Subscription — Search for a Subscription by ID.
Find a Task — Search for a task by ID or by filters
Find a Task — Search for a task by ID or by filters
Find a Task Comment — Search for a task comment by ID
Find a Task Comment — Search for a task comment by ID
Find a Task Template — Search for a task template by ID or by filters
Find a Task Template — Search for a task template by ID or by filters
Find an App Install — Search for an app install by ID.
Find an App Install — Search for an app install by ID.
Find an Internal User — Search for an internal user by ID.
Find an Internal User — Search for an internal user by ID.
Find an Invoice — Search for an invoice by ID.
Find an Invoice — Search for an invoice by ID.