Connect Assembly integrations
Tailor your professional service firm's branded client portals, contracts, and invoicing pipelines by automating Assembly with Make. Connecting this workflow automation tool to your ecosystem lets you instantly update onboarding checklists, track client sign-offs, and synchronize company data. Sign up for free today to configure your first client portal pipeline.
Verified apps are reviewed by Make.
App developer is its official vendor.
This app is supported and maintained by the vendor Copilot.
Build your Assembly integrations.
Maximize efficiency by using Make to automate Assembly. Connect Assembly with your daily tools to build custom workflows and eliminate manual tasks. Try Make for free today to integrate Assembly.
Cancels a specific subscription. Status must be 'active' or 'not started'.
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.
Creates a client in Copilot.
Creates a new company.
Creates a file in a specified file channel.
Creates a File Channel for a specified client or company.
Creates a folder in the specified file channel.
Creates a link in the specified file channel.
Creates a message channel for the specified client, company, or group.
Connect any app with Assembly
Popular Assembly workflows.
Connect Assembly with Make to automate your tasks. Sync your team data, eliminate manual steps, and optimize your daily workflows.
Supercharge Assembly with Make: Automate Your Client Workflows
Connect Assembly to Make to automate client onboarding, sync your billing systems, and transfer files instantly. Build custom workflows and connect your favorite tools without writing code.
Automatically create new clients and companies in Assembly whenever they are added to your CRM or signing tool.
Connect Assembly with your accounting software to automatically sync invoices and update billing statuses in real time.
Instantly sync files uploaded to your client portals directly to cloud storage platforms like Google Drive or Dropbox.
Forward messages from Assembly portals to Slack or email so your team can respond to client requests instantly.
FAQ
Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.
A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.
Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.
Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.
How it works
Traditional no-code iPaaS platforms are linear and non-intuitive. Make allows you to visually create, build, and automate without limits.
Trusted by 350,000+ customers
"Make really helped us to scale our operations, take the friction out of our processes, reduce costs, and relieved our support team. It is difficult to not become a fan."
Philipp Weidenbach
Head of Operations at Teleclinic
"Make drives unprecedented efficiency within our business in ways we never imagined. It’s having an extra employee (or 10) for a fraction of the cost."
Cayden Phipps
COO at Shop Accelerator Martech
"The simplicity, flexibility and ability to build real complex automations without any knowledge of programming makes it the best thing since sliced bread."
Erkki Markus
Product Owner at Smaily
"True citizen development in the entire company. Make is present in every department, empowering the company to offer a unique customer experience."
Andreas Stryz
CTO & Co-founder at FINN
"I can't count the number of hours I've saved by using Make. Every single day is simpler because of Make's automation."
Kimberly D
Owner of Media Production