Assembly Guide | Recommended workflows
Recommended workflows
Most popular automations
Overview
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 |
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 |
Form Automations
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 |
CRM Automations
| Automation | Setup Instructions | Templates |
|---|---|---|
| Create records in Airtable for new Assembly clients | Zapier Make |
Zapier |
Contract Automations
| Automation | Setup Instructions | Templates |
|---|---|---|
| Send a contract in Assembly after a client is created | Zapier Make |
Zapier |