Founder AMA - Ask us anything!
Announcements |
|
12 |
292 |
Apr 2025 |
Grouping apps in the side panel
Product Feedback |
|
23 |
368 |
Mar 20 |
We’re looking for Feedback on the Client Home 2.0
Product Feedback |
|
16 |
234 |
Mar 20 |
Automatic reminders to clients, task archiving
Product Feedback |
|
10 |
239 |
Apr 2025 |
Multiple Company Feature ETA
General |
|
16 |
318 |
Aug 2025 |
Feedback on Tasks
Product Feedback |
|
18 |
283 |
Feb 24 |
Billing requests
Product Feedback |
|
18 |
310 |
May 2025 |
Multi-company Clients & Renaming “Clients” and “Companies”
Announcements |
|
11 |
202 |
Sep 2025 |
Mobile App - Is there a workaround?
Product Feedback |
|
9 |
236 |
Mar 12 |
Make.com Recipient NOT FOUND ID is breaking scenario
General |
|
21 |
227 |
Jun 2025 |
Have we received multiple payment capabilities yet?
General |
|
10 |
174 |
Oct 2025 |
I am having issues with the token
Technical Support |
|
14 |
152 |
Apr 2025 |
2FA for Banking Verification Not Sending Emails to Inbox
Technical Support |
|
9 |
89 |
Aug 2025 |
Introducing the Spring 2025 Edition
Announcements |
|
3 |
185 |
Apr 2025 |
Development Roadmap
General |
|
4 |
154 |
Oct 2025 |
Requested Features after a year of use
General |
|
0 |
70 |
Jan 9 |
Fall 2025 Updates: 50+ product improvements
Announcements |
|
0 |
71 |
Nov 2025 |
Magic Links Question - No Account Behaviour?
Technical Support |
|
3 |
94 |
Apr 2025 |
Contracts: Request for multiple users to sign (internal users & client users)
Product Feedback
- new-feature |
|
0 |
29 |
Nov 2025 |
Shameless self introduction
Intros |
|
1 |
82 |
Mar 2025 |
Enhancement Request : Message Center : Templates
Product Feedback
- new-feature |
|
8 |
119 |
Mar 3 |
CRM filters and/or archive capabilities
Product Feedback
- new-feature |
|
5 |
71 |
Apr 30 |
Big updates with Assembly 2.0!
Announcements
- new-feature |
|
1 |
63 |
Apr 6 |
Found a great way to access Copilot from my dock and home screen!
General |
|
1 |
86 |
Jan 2025 |
Summer 2025 Updates: QuickBooks, Email Reminders, Magic Folder Links and more!
Announcements |
|
0 |
68 |
Aug 2025 |
Copilot is now Assembly! Rebrand + Assistant Beta
Announcements |
|
3 |
86 |
Oct 2025 |
Feature Request: Billing visibility (app visibility overall)
Product Feedback
- new-feature |
|
8 |
93 |
Feb 20 |
[Winter 2025 Edition: Xero integration, task automations, and more!
Announcements |
|
0 |
47 |
Dec 2025 |
Assembly MCP now in beta!
API / Developers
- new-feature |
|
0 |
44 |
Apr 15 |
Introducing Stores: Shopify-style storefronts for your services
Announcements |
|
0 |
44 |
Jun 2025 |
Copilot community is moving to Discourse
Announcements |
|
4 |
174 |
Mar 2025 |
Saving/scheduling invoices
Product Feedback |
|
0 |
36 |
Apr 2025 |
Uploaded file name changed to small letters only
Technical Support |
|
3 |
80 |
Apr 2025 |
Use of AI in product pipeline?
General |
|
1 |
59 |
Jun 2025 |
Custom app not working
Technical Support |
|
2 |
85 |
Apr 2025 |
’# Create channel’ error - option does not allow my to add multiple clients?
Technical Support |
|
8 |
150 |
Apr 2025 |
Slideout sidebar / Dark Mode
General |
|
1 |
50 |
Jul 2025 |
RSS or Feed emebd On Home Module
Product Feedback |
|
1 |
47 |
Mar 2025 |
Deleting or re-ordering subtasks on template //Assign task in template
Technical Support |
|
1 |
26 |
Mar 6 |
Magic Links for New Clients
Technical Support |
|
1 |
69 |
Apr 2025 |
Is there a way to prevent “Signed Contract” email going to client?
Technical Support |
|
1 |
65 |
Apr 2025 |
Channel ID for Send Message Endpoint
API / Developers |
|
7 |
178 |
Apr 2025 |
Verbiage On E-Signatures
Technical Support |
|
1 |
56 |
Apr 2025 |
Mass Selection is here!
General |
|
1 |
30 |
May 8 |
Update Content for App Content
API / Developers |
|
7 |
148 |
Aug 2025 |
Magic Link - Expiration Behaviour
Technical Support |
|
7 |
147 |
Apr 2025 |
Can one client belong to multiple companies?
Product Feedback |
|
4 |
182 |
May 2025 |
Time-Based Automations?
Product Feedback |
|
4 |
56 |
Mar 20 |
Modifications in the Tasks App
Product Feedback |
|
6 |
81 |
May 26 |
Company properties in CRM
Product Feedback |
|
2 |
66 |
Sep 2025 |
Forms and project management
General |
|
5 |
147 |
Oct 2025 |
Roles for external clients
Product Feedback |
|
7 |
122 |
May 2025 |
Portal Notifications Going to Spam
Technical Support |
|
6 |
128 |
May 2025 |
June 3, 2025: Latest Product Updates
Announcements
- changelog |
|
0 |
59 |
Jun 2025 |
Repeating Tasks
Product Feedback |
|
5 |
73 |
Sep 2025 |
Editable Forms - Internal Users
Product Feedback |
|
5 |
125 |
Apr 2025 |
Feature request: Editable forms - External Users
Product Feedback |
|
3 |
86 |
May 2025 |
Profile custom field value update causing app refresh
Technical Support |
|
6 |
111 |
Jul 2025 |
Hey everyone! And hello Discourse!
Intros |
|
2 |
94 |
Mar 2025 |
Draft Invoices, Discounts (% or $), sales tax per item
Product Feedback |
|
3 |
81 |
Jan 5 |
Page header for each app in portal
Product Feedback
- new-feature |
|
1 |
36 |
Jan 5 |
Notifications Settings
General |
|
3 |
80 |
Oct 2025 |
Company admins?
General |
|
5 |
115 |
Apr 2025 |
Oddities with Multiple Companies
General |
|
7 |
97 |
Dec 2025 |
Upload document to file channel using zapier
Technical Support |
|
4 |
120 |
May 2025 |
More improvements to company custom fields
Announcements |
|
0 |
45 |
Dec 2025 |
Feature Request: Automated Client Folder Templates Based on Service Types
Product Feedback
- new-feature |
|
1 |
31 |
Mar 3 |
N8n integration?
API / Developers |
|
1 |
30 |
Dec 2025 |
Print Button Option From Files or Contracts App
General |
|
5 |
95 |
Mar 17 |
May 2026 Changelog - 60+ updates
Announcements |
|
0 |
40 |
May 15 |
Auto-archiving for Tasks App
Announcements
- new-feature |
|
1 |
28 |
May 12 |
TeamWork.com & TeamWork Desk Integration?
General |
|
2 |
71 |
Apr 2025 |
Types for Companies/Clients
Product Feedback |
|
3 |
109 |
May 2025 |
Cal.com Embed Not Working for Public Cal.com Event
Technical Support |
|
1 |
138 |
Mar 2025 |
Questions about the files app
General |
|
3 |
97 |
May 2025 |
Restore deleted client
Technical Support |
|
3 |
95 |
Nov 2025 |
Corporate Notifications vs Personal Notifications
Technical Support |
|
3 |
95 |
Apr 2025 |
Slack Messaging Integration
General |
|
3 |
92 |
Jan 5 |
Subscriptions no longer editable?
Technical Support |
|
4 |
81 |
Apr 2025 |
Sub Tasks on a Task Template
General |
|
4 |
80 |
Nov 2025 |
Contracts - Checkboxes
General |
|
1 |
22 |
Apr 20 |
Any way to extract task comments via API or download?
General |
|
3 |
83 |
Oct 2025 |
Upload Notification Behaviour
Technical Support |
|
3 |
83 |
Apr 2025 |
“Same Day” Due Date for Tasks
Technical Support |
|
4 |
74 |
May 2025 |
Different Tax Rates by Province
Product Feedback |
|
3 |
79 |
Aug 2025 |
Submit form results into a live google sheet automatically
Technical Support |
|
3 |
77 |
Mar 3 |
Undeliverable emails notifications
Technical Support |
|
4 |
63 |
May 2025 |
Q2 2026 Seasonal Release: Audit log, bulk file management, etc
Announcements |
|
0 |
25 |
Jun 4 |
Tasks: Any functionality not accessible by API should be toggle-able
General |
|
3 |
70 |
Aug 2025 |
Bug - multiple new msg channels
General |
|
2 |
80 |
Aug 2025 |
End User Sign in Issue
Technical Support |
|
3 |
68 |
Aug 2025 |
Url parameters for embeds?
API / Developers |
|
1 |
95 |
Jan 2025 |
Are webhooks down?
Technical Support |
|
3 |
66 |
Jul 2025 |
Auto Task Creation Upon Purchase of Product
General |
|
4 |
55 |
Mar 9 |
Testing API environment
API / Developers |
|
3 |
62 |
May 2025 |
Task templates are missing
Technical Support |
|
2 |
69 |
Nov 2025 |
Loving the new invoice history tab!
Product Feedback |
|
1 |
46 |
Mar 2025 |
Archive records in Copilot
Product Feedback |
|
1 |
80 |
Jan 2025 |
Enhancement Request : Message Center : Mass Messaging by Filter Parameters
Product Feedback |
|
0 |
20 |
Nov 2025 |
Create Dedicated Contract within each client account
Product Feedback
- new-feature |
|
3 |
56 |
Mar 2 |
New Portal Account Creation
Technical Support |
|
2 |
62 |
Apr 2025 |
June 2026 Updates: Refunds, grouped task emails, checkboxes in contracts, more!
Announcements |
|
0 |
19 |
20d |
Ability to Quickly Resend Contracts If They Were Signed Improperly
Product Feedback |
|
1 |
42 |
Jun 2025 |
Client forgot password
Technical Support |
|
1 |
74 |
Jan 2025 |
Update sign out destination in settings
Technical Support |
|
1 |
71 |
Mar 2025 |
How can some clients see all folders for a company but others only see their own
Technical Support |
|
1 |
70 |
Jan 2025 |
Removing Internal Chat Window
Technical Support |
|
2 |
57 |
Oct 2025 |
Feature Request: Internal User / Client User Roles
Product Feedback |
|
2 |
57 |
Sep 2025 |
Feature Request: Ability to remove old ‘prices’ on invoices
Product Feedback
- new-feature |
|
3 |
27 |
Apr 8 |
Is it possible to change the default language,
Technical Support |
|
1 |
67 |
Apr 2025 |
Payment Methods Outside of Stripe
Product Feedback |
|
1 |
66 |
Jun 2025 |
Banner size for Home
General |
|
1 |
66 |
Aug 2025 |
Adding Address to Invoices
Technical Support |
|
2 |
53 |
Nov 2025 |
Delete banner image from home app?
General |
|
2 |
54 |
Apr 2025 |
Billing App Feature Check-in
General |
|
1 |
65 |
Apr 2025 |
Delete files at once
Technical Support |
|
1 |
64 |
Mar 2025 |
Automation for adding files uploaded to forms to the files app
API / Developers |
|
1 |
64 |
Mar 2025 |
Staff User Roles Change: Billing Now Private to Admins
Announcements |
|
3 |
45 |
Feb 21 |
Copilot as an Employee Portal
General |
|
1 |
61 |
Aug 2025 |
Getting Company ID from a form response
API / Developers |
|
1 |
61 |
Mar 2025 |
How to delete a signed contract
General |
|
1 |
34 |
Sep 2025 |
Install ID for App Connection
API / Developers |
|
1 |
60 |
Mar 2025 |
New: [Tasks] Automated reminder emails for clients
Announcements
- new-feature |
|
0 |
15 |
May 28 |
Adding Company name/details to each user
Product Feedback |
|
1 |
59 |
Jul 2025 |
Copilot community guidelines
General |
|
0 |
83 |
Mar 2025 |
Custom ‘action count’ to add to clients profiles
Product Feedback |
|
1 |
58 |
Mar 2025 |
Payment link not working
General |
|
4 |
36 |
Mar 30 |
Max response time HTTP 200
API / Developers |
|
1 |
57 |
Jul 2025 |
More than 1 tax on an invoice
Technical Support |
|
3 |
39 |
9d |
Can you apply a discount or discount code to an invoice or product to a client?
General |
|
3 |
40 |
May 20 |
Can’t add my payout information - page not loading
Technical Support |
|
3 |
39 |
Feb 2 |
Limiting Forms list?
General |
|
1 |
54 |
May 2025 |
Message Formatting & Read Times
Product Feedback |
|
2 |
44 |
Jan 12 |
Hide top of Iframe
Technical Support |
|
1 |
53 |
Jun 2025 |
CSV exports of forms break if form has been modified
General |
|
2 |
43 |
Jun 2025 |
Why isnt assembly letting me save custom fields in crm
Technical Support |
|
2 |
42 |
Dec 2025 |
Feature request - filter for clients that aren’t part of a company
General |
|
1 |
51 |
May 2025 |
Is there anyway to add custom Css?
Technical Support |
|
1 |
51 |
Apr 2025 |
Customize CRM App Tabs for Internal Users
Product Feedback |
|
5 |
29 |
Apr 17 |
Issue with an old contract
Technical Support |
|
1 |
50 |
Mar 2025 |
Roadmap on Payment Link & Tax
General |
|
2 |
40 |
Mar 24 |
Mark message as “private”
Product Feedback
- new-feature |
|
2 |
40 |
Mar 5 |
Text Integration
Product Feedback |
|
2 |
40 |
Jan 8 |
What is the purpose of @Tagging?
Technical Support |
|
1 |
48 |
Aug 2025 |
Several Features I’m Curious About
General |
|
1 |
47 |
Jan 7 |
Enhancement Request: Enable Interactive Custom HTML Widgets
General |
|
1 |
47 |
Oct 2025 |
Client User Guide
Technical Support |
|
1 |
47 |
Sep 2025 |
[Feature Requests
General
- new-feature |
|
2 |
38 |
May 12 |
Using autofill fields inside URLs
Technical Support |
|
2 |
38 |
Nov 2025 |
How to set up billing in GBP rather than USD
Technical Support |
|
1 |
46 |
Aug 2025 |
Is optional 2FA still an option?
General |
|
1 |
44 |
May 2025 |
Custom App API Question: User Provisioning, Invites, and External Access Management
API / Developers |
|
3 |
31 |
Apr 2 |
Company payment methods
Product Feedback |
|
1 |
44 |
Mar 2025 |
Logo on Invoice
General |
|
3 |
30 |
Apr 13 |
Cannot add link to home app?
Technical Support |
|
3 |
30 |
Apr 8 |
Forms not saving progress
Technical Support |
|
2 |
34 |
Feb 13 |
User Activity Reports
General |
|
1 |
42 |
Aug 2025 |
Quickbooks integration | Estimates
General
- new-feature |
|
2 |
33 |
Apr 20 |
PDF Contracts come in a bit blurry
Technical Support |
|
1 |
40 |
Dec 2025 |
Gate the profile until user Agreement is signed
General |
|
1 |
40 |
Oct 2025 |
Client Password Reset emails do not get sent or do not arrive
Technical Support |
|
1 |
40 |
Jun 2025 |
Re: Mail and Parcel Notificaiton
General |
|
2 |
32 |
Jan 22 |
Invoice custom fields?
General
- new-feature |
|
1 |
22 |
Apr 17 |
Still really need some improvements with the messages
General |
|
1 |
40 |
Mar 30 |
Editing client rights to view not edit
General |
|
1 |
39 |
Sep 2025 |
Product add-ons for subscriptions
General
- new-feature |
|
1 |
38 |
Jan 6 |
How can I note what services a client has purchased - with that note to be used to trigger an automation
General |
|
1 |
37 |
May 2025 |
Updated Forms. Address Fields & Conditional Logic
Product Feedback |
|
1 |
36 |
Apr 24 |
Videos added to Assembly have issues when trying to watch
Technical Support
- changelog |
|
1 |
36 |
Nov 2025 |
Create Task Authentication error
API / Developers |
|
1 |
36 |
Aug 2025 |
Make.com Create a Task Error (Beta launchpad)
API / Developers |
|
1 |
36 |
Aug 2025 |
Separate subscriptions incorrectly billed simultaneously, client charged twice
Technical Support |
|
1 |
36 |
Apr 2025 |
Monday embed problem
Technical Support |
|
1 |
36 |
Mar 2025 |
Templates in the messages
Product Feedback |
|
1 |
21 |
Mar 9 |
Difficult to navigate
Product Feedback |
|
1 |
34 |
Feb 20 |
How to add new app just like projects with custom fields?
Technical Support
- new-feature |
|
1 |
34 |
Dec 2025 |
Invoice links not working
Technical Support |
|
1 |
33 |
Jun 2025 |
Provide attachment urls for messages
API / Developers |
|
1 |
32 |
Nov 2025 |
Automatic reminders for non auto-charge invoices turn off?
Technical Support |
|
1 |
32 |
Sep 2025 |
Saving Invoices as Drafts
Product Feedback |
|
3 |
22 |
Jun 9 |
Card Storage Request
Product Feedback |
|
1 |
31 |
Jan 14 |
Bug - from client view, most contracts not showing
Technical Support |
|
1 |
31 |
Sep 2025 |
Feature Request: Quick add/edit Tasks
Product Feedback |
|
0 |
42 |
Sep 2025 |
When opening Messages
Product Feedback |
|
1 |
29 |
Jan 8 |
How to find internal user ID?
Technical Support
- new-feature,
- changelog |
|
1 |
29 |
Nov 2025 |
Send Report Link to Client
General |
|
1 |
29 |
Sep 2025 |
Sorting Tasks By Due Date
General
- new-feature |
|
3 |
20 |
Jun 17 |
Multi lingual support
General |
|
2 |
23 |
May 27 |
Subtasks Dissappearing
Technical Support |
|
1 |
28 |
Nov 2025 |
Clients and their Company
Technical Support |
|
0 |
38 |
May 2025 |
Limiting who can make an account on my portal
General |
|
0 |
40 |
Apr 2025 |
Issue with notifications on mobile
General |
|
1 |
26 |
Feb 17 |
Option to not allow multiple files with the same name
Product Feedback
- new-feature |
|
1 |
26 |
Dec 2025 |
Enter key should = line break not post message
Product Feedback |
|
1 |
25 |
May 14 |
Adding media and formatting to forms
Product Feedback |
|
1 |
25 |
Mar 9 |
Start Recurring Date on First Payment - Subscriptions
Product Feedback |
|
1 |
25 |
Jan 12 |
Feature Request: Saving Forms before submitting
Product Feedback
- new-feature |
|
1 |
24 |
Mar 30 |
Bug: Loading a Portal initial says “no apps”
General |
|
1 |
24 |
Feb 4 |
Public Accessible Folders
General |
|
1 |
24 |
Jan 5 |
Request: KBA signature option in contracts app
Product Feedback
- new-feature |
|
1 |
13 |
May 28 |
UK numbers not accepted in forms
Technical Support |
|
1 |
23 |
Feb 17 |
Check if folder exists
API / Developers |
|
1 |
23 |
Feb 9 |
Renaming “Subscriptions” as Needed
Technical Support |
|
1 |
24 |
Feb 2 |
Embedding an Assembly Form on My Website
Technical Support |
|
1 |
22 |
Jun 15 |
Printing Question
Technical Support |
|
1 |
22 |
Mar 17 |
New Line in Messages
Product Feedback
- new-feature |
|
1 |
23 |
Feb 17 |
Pre-Authorized Debit Stripe Integration Canada
General |
|
1 |
22 |
Jan 7 |
Is there an OpenAPI Spec for the Assembly V1 API?
API / Developers
- new-feature |
|
1 |
22 |
Jan 6 |
Projects and Trash
General |
|
0 |
30 |
Oct 2025 |
Centralized Signed Contracts in Google Drive
Technical Support |
|
1 |
20 |
May 5 |
Multiple Instances of a Channel for any client
Product Feedback
- new-feature |
|
0 |
28 |
Nov 2025 |
Integration with Front.com
General |
|
1 |
19 |
Feb 17 |
Adding a contact to a company after created
General |
|
1 |
18 |
Jun 8 |
Custom Domain with SquareSpace
General |
|
1 |
18 |
Mar 16 |
Tax - Need help
Technical Support |
|
0 |
23 |
Jan 22 |
How to see who (clients), is currently logged in to the client portal?
Technical Support |
|
1 |
15 |
May 28 |
Deposits or split payments on services in store
Technical Support |
|
1 |
17 |
May 13 |
Unable to upload images in Wiki
Technical Support |
|
1 |
15 |
Feb 4 |
Bulk Delete Companies or Clients?
Technical Support |
|
1 |
14 |
May 28 |
Change default contact list order to alphabetic instead of creation date
Technical Support |
|
1 |
12 |
May 28 |
How to create a shared folder
Technical Support |
|
1 |
11 |
18d |
Subfolder Permissions
General
- new-feature |
|
1 |
10 |
6d |
Assembly is now available in ChatGPT & Claude!
Announcements |
|
0 |
17 |
3d |
Can’t download large files
General |
|
1 |
8 |
14d |
Add attachments in messages to documents area
Product Feedback |
|
0 |
10 |
Mar 19 |
Expiration Dates for Proposals
General
- new-feature |
|
1 |
7 |
6d |
How do I add my CNAME record to my DNS registrar
Technical Support |
|
1 |
9 |
3d |