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Assembly

Connect Assembly integrations

Tailor your professional service firm's branded portals and client-facing interfaces by connecting Assembly to Make. Linking this workspace with our workflow automation tool lets you instantly trigger onboarding checklists, dispatch invoices, and sync task boards in real time. Create your free account today to launch your first client pipeline.

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Verified

Assembly

This app is supported and maintained by the official vendor Copilot.

Triggers and actions

Developed, supported and maintained by community users.

Watch Activated Clients
Triggers when a client is activated in Copilot.
Trigger
Watch Archived Tasks
Triggers when a task is archived.
Trigger
Watch Canceled Subscriptions
Triggers when a subscription is canceled.
Trigger
Watch Completed Forms
Triggers when a form response is completed.
Trigger
Watch Completed Tasks
Triggers when a task is completed.
Trigger
Watch Created Clients
Triggers when a client is created in Copilot.
Trigger
Watch Created Companies
Triggers when a company is created.
Trigger
Watch Created Files
Triggers when a file is created.
Trigger
Watch Created Folders
Triggers when a folder is created in the Files app.
Trigger
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Assembly

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Supercharge your workflows

Streamline Your Workflows: Why You Should Integrate Assembly with Make

Connect Assembly to Make to automate your client onboarding, data backups, and invoicing. Build custom workflows without code to save time and keep your favorite business tools fully in sync.

Streamlined client onboarding

Automatically sync new clients from your CRM or signup forms directly into Assembly to set up their portals instantly.

Hassle-free billing sync

Automatically push billing and invoice data from Assembly to your accounting tools to keep your financial records up to date.

Instant communication alerts

Connect Assembly to Slack or email to receive instant notifications whenever a client sends a message or shares a file.

Automated file backups

Send files uploaded to your Assembly portal directly to cloud storage platforms like Google Drive or Dropbox.

Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

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.