Salesflare Salesflare Integrations

Assembly and Salesflare

Team Collaboration joinassembly.com ↗

How to connect Assembly

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
  • 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.
  • 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.
  • 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.
  • Watch Voided Invoices — Triggers when an invoice is voided.

Actions (51)

Things Salesflare can make it do

  • Cancel a Subscription — Cancels a specific subscription. Status must be 'active' or 'not started'.
  • Create App Connection — Creates an app connection for a manual app install. One of Company ID or Client ID(s) must be present, specifying the client(s)/company who will receive the specified content.
  • Create a Client — Creates a client in Copilot.
  • Create a Company — Creates a new company.
  • Create a File — Creates a file in a specified file channel.
Show 46 more actions
  • Create a File Channel — Creates a File Channel for a specified client or company.
  • Create a Folder — Creates a folder in the specified file channel.
  • Create a Link — Creates a link in the specified file channel.
  • Create a Message Channel — Creates a message channel for the specified client, company, or group.
  • Create a Note — Creates a note for a client or company.
  • Create a Subscription — Creates a subscription for a specific client or company.
  • Create a Task — Creates a task in a workspace.
  • Create an Event — Creates a custom event in a workspace. ⚠️ Enterprise plan required: This endpoint is only available to workspaces on an enterprise plan. Requests from workspaces on any other plan return "401 Unauthorized" with the message "Creating audit log events requires an enterprise plan."
  • Create an Invoice — Creates an invoice for a specified client or company in a workspace.
  • Delete a Client — Deletes a specific client.
  • Delete a Company — Deletes a specific company.
  • Delete a File — Deletes a specific file, folder, or link. Folders must be empty to be deleted.
  • Delete a Note — Delete a specific note.
  • Delete a Task — Deletes a specific task from a workspace.
  • Delete a Task Comment — Deletes a specific comment in a task.
  • Download a File — Downloads the contents of a file (under 4MB).
  • Make an API Call — Performs an arbitrary authorized API call.
  • Request a Form Response — Requests a Form Response from a client.
  • Retrieve Custom Field Options (Clients) — Retrieves an object containing all options for the specified multi-select field. This module retrieves custom field options for Client tag fields only.
  • Retrieve Custom Field Options (Companies) — Retrieves an object containing all options for the specified multi-select field. This module retrieves custom field options for Company tag fields only.
  • Retrieve Workspace — Retrieves workspace information based on the connected account's API key
  • Retrieve a Client — Retrieves a specific client from Copilot.
  • Retrieve a Company — Retrieves a specific company from Copilot.
  • Retrieve a Contract — Retrieves a specific contract.
  • Retrieve a Contract Template — Retrieves a contract template.
  • Retrieve a Download URL — Retrieves a download URL to download the contents of a file (of all sizes).
  • Retrieve a File — Retrieves the metadata for a specific file object (file, folder, or link).
  • Retrieve a File Channel — Retrieves a specific file channel.
  • Retrieve a Form — Retrieves a specific form.
  • Retrieve a Message Channel — Retrieves a specific message channel.
  • Retrieve a Note — Retrieves a client or company note by ID.
  • Retrieve a Price — Retrieves a specific price.
  • Retrieve a Product — Retrieves a specific product in a workspace by ID.
  • Retrieve a Subscription — Retrieves a subscription by ID.
  • Retrieve a Task — Retrieves a specific task from a workspace.
  • Retrieve a Task Comment — Retrieves a specific task comment.
  • Retrieve a Task Template — Retrieves a specific task template from a workspace.
  • Retrieve an Event — Retrieves a specific event from a workspace.
  • Retrieve an Internal User — Retrieves a specific internal user.
  • Retrieve an Invoice — Retrieves an invoice by its unique ID.
  • Send a Contract — Sends a contract to a specific client.
  • Send a Message — Sends a message to the specified message channel.
  • Update a Client — Updates a client.
  • Update a Company — Updates a specific company
  • Update a Note — Updates a specific note.
  • Update a Task — Updates a task in a workspace.

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.

Similar apps

Microsoft SharePoint

Microsoft SharePoint is a service that helps organizations share content to quickly find informa…

Zapier Make
Linear

Linear helps you manage software development processes.

Zapier Make
Confluence Cloud

Confluence is where you create, organize and discuss work with your team. This integration co…

Zapier Make
Google Groups

Google Groups allows you to create and participate in online forums and email-based groups with…

Zapier Make
Teamup Calendar

Teamup is a calendar tool for groups and businesses. Teamup makes it easy to organize teams, sch…

Zapier
Frame.io V4

Frame.io V4 is a way to automate workflows with 1000+ apps. Smart dropdowns, instant notificatio…

Zapier

Not using Salesflare yet?

Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.

Try it for free