Assembly and Salesflare

Team Collaboration joinassembly.com ↗

How to connect Assembly

Via Zapier — 5 operations available. Set it up ↗
Via Make — 74 modules available. Set it up ↗

What you can automate

When new Activated Clients in Assembly, create an account, then create a contact, then add a contact to an account in Salesflare.
When new Completed Forms in Assembly, create a contact in Salesflare.
When new Completed Tasks in Assembly, create a task in Salesflare.
When new Created Clients in Assembly, create an account, then create a contact, then add a contact to an account in Salesflare.
When new Created Companies in Assembly, create an account in Salesflare.
When new Created Invoices in Assembly, create an opportunity, then create a contact in Salesflare.

About Assembly

Assembly unlocks your team’s full potential by boosting collaboration, engagement, and communication all in one place.

Assembly operations on Zapier

Triggers (2)

Start a workflow when this happens

New Flow Post — Triggers when a new flow post is created in a flow. It includes both public and anonymous posts.
New Mention — Triggers when a member is mentioned in a flow post or reply of the post.

Actions (3)

Things Salesflare can make it do

Create New Post — Creates a new post in the selected flow.
Give a User Points — This will deposit points directly into the selected user(s) earned balance.
Trigger Flow — Triggers an on-demand flow for all users who can post in the flow.

Assembly operations on Make

Triggers (48)

Start a workflow when this happens

Watch Activated Clients — Triggers when a client is activated in Copilot.
Watch Archived Tasks — Triggers when a task is archived.
Watch Canceled Subscriptions — Triggers when a subscription is canceled.
Watch Completed Forms — Triggers when a form response is completed.
Watch Completed Tasks — Triggers when a task is completed.

Show 43 more triggers

Watch Created Clients — Triggers when a client is created in Copilot.
Watch Created Companies — Triggers when a company is created.
Watch Created Files — Triggers when a file is created.
Watch Created Folders — Triggers when a folder is created in the Files app.
Watch Created Internal Users — Triggers when an internal user is created.
Watch Created Invoices — Triggers when an invoice is created.
Watch Created Links — Triggers when a link is created in the Files app.
Watch Created Message Channels — Triggers when a message channel is created.
Watch Created Notes — Triggers when a note is created.
Watch Created Notifications — Triggers when a notification has been sent to a client or internal user\t
Watch Created Prices — Triggers when a price is created.
Watch Created Products — Triggers when a product is created.
Watch Created Subscriptions — Triggers when a subscription is created.
Watch Created Tasks — Triggers when a task is created.\n
Watch Deleted Clients — Triggers when a client is deleted.
Watch Deleted Companies — Triggers when a company is deleted.
Watch Deleted Files — Triggers when a file is deleted.
Watch Deleted Folders — Triggers when a folder is deleted.
Watch Deleted Internal Users — Triggers when an internal user is deleted.
Watch Deleted Invoices — Triggers when an invoice is deleted.
Watch Deleted Links — Triggers when a link is deleted from a file channel.
Watch Deleted Message Channels — Triggers when a message channel is deleted.
Watch Deleted Notes — Triggers when a note is deleted.
Watch Deleted Tasks — Triggers when a task is deleted.\n
Watch Failed Payments — Triggers when a payment fails.
Watch Paid Invoices — Triggers when an invoice is paid.
Watch Requested Contracts — Triggers when an internal user requests a contract signature from a client.
Watch Sent Invoices — Triggers when an invoice is sent.
Watch Sent Messages — Triggers when a message is sent.
Watch Signed Contracts — Triggers when a contract is signed.
Watch Successful Payments — Triggers when a payment is successful.
Watch Updated Client Custom Fields — Triggers when a client custom field is updated.
Watch Updated Clients — Triggers when a client is updated.
Watch Updated Companies — Triggers when a company is updated.
Watch Updated Company Custom Fields — Triggers when a company custom field is updated.
Watch Updated Files — Triggers when a file has been renamed or moved within a file channel.
Watch Updated Folders — Triggers when a folder is renamed or moved.
Watch Updated Invoices — Triggers when an invoice is updated.
Watch Updated Links — Triggers when a link has been renamed or moved within a file channel.
Watch Updated Notes — Triggers when a note is updated.
Watch Updated Products — Triggers when a product name or status is updated. Prices added to products will not trigger this module, for this use the Price Created trigger.
Watch Updated Tasks — Triggers when a task is updated.\n
Watch Voided Invoices — Triggers when an invoice is voided.

Searches (26)

Look up existing records

List App Connections — Lists all app connections for the specified manual app install within the workspace.
List App Installs — Lists all app installs within the workspace.
List Clients — Searches for clients.
List Companies — Searches for companies.
List Contract Templates — Searches for contract templates.

Show 21 more searches

List Contracts — Searches for contracts.
List Custom Fields — Lists custom fields in a workspace.
List Events — List all events in a workspace.
List File Channels — Searches for file channels.
List Files — Lists all files in a specified channel.
List Form Responses — Lists all responses for a specific form.
List Forms — Lists all forms.
List Internal Users — Lists all internal users.
List Invoice Templates — Lists invoice templates for a workspace.
List Invoices — Lists all invoices for a workspace.
List Message Channels — Searches for message channels.
List Messages — Lists messages for a specific channel.
List Notes — Lists all notes for a client or company.
List Payments — Lists the payments in a workspace.
List Prices — Lists the prices for products in a workspace.
List Products — Lists all products in a workspace.
List Subscription Templates — Lists all subscription templates for a workspace.
List Subscriptions — Lists all subscriptions for a workspace.
List Task Comments — Lists all task comments.
List Task Templates — Lists all task templates in a workspace.
List Tasks — Lists tasks in a workspace.