--- title: "Connect Assembly.com and Daftra - APIANT.ai" description: "When \"Client Created\" fires in Assembly.com, your agent runs \"Add Client\" in Daftra, or \"Client Created\" in Daftra to \"Create Client\" in Assembly.com." canonical: "https://apiant.ai/connect/assembly-com-to-daftra" --- # Connect Assembly.com and Daftra When **Client Created** fires in [Assembly.com](https://apiant.ai/connections/assembly-com), your agent runs **Add Client** in [Daftra](https://apiant.ai/connections/daftra), or **Client Created** in Daftra to **Create Client** in Assembly.com. Describe the whole flow and it is built, tested on every scenario and kept running. Assembly.com **55** triggers Assembly.com **27** actions Daftra **9** triggers Daftra **38** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Assembly.com and Daftra to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Assembly.com and Daftra can do together ### From Assembly.com to Daftra - When **Client Created** in Assembly.com then **Add Client** in Daftra - When **Client Updated** in Assembly.com then **Add Invoice** in Daftra ### From Daftra to Assembly.com - When **Client Created** in Daftra then **Create Client** in Assembly.com - When **Client Updated** in Daftra then **Create Message Channel** in Assembly.com Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Assembly.com and Daftra ## Triggers and actions 64 triggers · 65 actions - Trigger **Client Activated** Triggers when a client authenticates in the Assembly for the first time - Trigger **Client Created** Triggers when a new client is created. - Trigger **Client Updated** High-frequency trigger for each client user update. - Trigger **Company Created** Triggers when a company gets created in the Assembly for the first time - Trigger **Company Custom Fields Updated** Triggers only when a company has updates to custom fields. - Trigger **Contract Requested** Triggers when a contract is assigned to a client. - Trigger **Contract Signed** Triggers when a contract is signed. - Trigger **File Created** Triggers when a file gets created within a file channel - Trigger **File Updated** Triggers when a file has been updated within a file channel - Trigger **Folder Created** Triggers when a folder gets created within a file channel - Trigger **Folder Deleted** Triggers when a folder gets deleted within a file channel - Trigger **Folder Updated** Triggers when a folder gets updated within a file channel - Trigger **Form Response Completed** Triggers when a form response has been completed by a recipient - Trigger **Internal User Created** Triggers when a new internal user is created. - Trigger **Invoice Created** Triggers when an invoice is created - Trigger **Invoice Deleted** Triggers when an invoice is deleted - Trigger **Invoice Paid** Triggers when an invoice is paid - Trigger **Invoice Sent** Triggers when an invoice is sent - Trigger **Invoice Updated** Triggers when an invoice is updated - Trigger **Invoice Voided** Triggers when an invoice is voided - Trigger **Link Created** Triggers when a link gets created within a file channel - Trigger **Link Updated** Triggers when a link gets updated within a file channel - Trigger **List Clients** Lists the clients. - Trigger **List Companies** Lists the companies. - Trigger **List Form Responses** List Form Responses for a specific form - Trigger **List Invoice Templates** Lists the invoice templates. - Trigger **List Message Channels** Lists the message channels. - Trigger **List Messages** Lists messages in a channel - Trigger **List Notes** Lists notes in a workspace. - Trigger **List Payments** Lists the payments. - Trigger **List Prices** Lists the prices. - Trigger **List Products** Lists the products. - Trigger **List Subscriptions** Lists the subscriptions. - Trigger **List Subscription Templates** Lists the subscription templates. - Trigger **List Task Comments** Lists task comments in a workspace. - Trigger **List Tasks** Lists tasks in a workspace. - Trigger **List Task Templates** Lists task templates in a workspace. - Trigger **Message Channel Created** Triggers when a new message channel is created. - Trigger **Message Channel Deleted** Triggers when a message channel is deleted. - Trigger **Message Sent** Triggers when a message gets sent in any channels belonging to the portal - Trigger **Note Created** Triggers when a new note is created. - Trigger **Note Updated** Triggers when a note is updated. - Trigger **Notification Created** Triggers when a new notification is created. - Trigger **Payment Failed** Triggers when a payment is failed for an invoice - Trigger **Payment Succeeded** Triggers when a payment is successful for an invoice - Trigger **Price Created** Triggers when a price is created - Trigger **Product Created** Triggers when a product is created - Trigger **Product Updated** Triggers when a product is updated - Trigger **Subscription Canceled** Triggers when an subscription is canceled - Trigger **Subscription Created** Triggers when an subscription is created - Trigger **Task Archived** Triggers when a task gets archived in your workspace. - Trigger **Task Completed** Triggers when a task gets completed in your workspace. - Trigger **Task Created** Triggers when a task gets created in your workspace. - Trigger **Task Deleted** Triggers when a task gets deleted in your workspace. - Trigger **Task Updated** Triggers when a task gets updated in your workspace. - Action **Create Client** Creates a new client. - Action **Create Company** Creates a new company. - Action **Create File** Creates a file in a specified files channel. - Action **Create Folder** Creates a folder in a specified file channel. - Action **Create Link** Creates a link in a specified files channel. - Action **Create Message Channel** Creates a new message channel. - Action **Create Note** Creates a new note. - Action **Find a Client** Search for a client by ID, email, or company. - Action **Find a Company** Search for a company by ID or name. - Action **Find a File** Search for a file by ID. - Action **Find a Form** Search for a Form by ID. - Action **Find a Message Channel** Search for a message channel by ID or by filters - Action **Find an Internal User** Search for an internal user by ID. - Action **Find an Invoice** Search for an invoice by ID. - Action **Find a Note** Search for a note by ID or by filters - Action **Find a Price** Search for a Price by ID. - Action **Find a Product** Search for a Product by ID. - Action **Find a Subscription** Search for a Subscription by ID. - Action **Find a Task** Search for a task by ID or by filters - Action **Find a Task Comment** Search for a task comment by ID - Action **Find a Task Template** Search for a task template by ID or by filters - Action **Request Form Responses** Ask clients to fill out a form. - Action **Send Message** Create and send a message to a designated message channel. - Action **Update Client** Update a client - Action **Update Company** Update the name of a company - Action **Update Internal User** Update an internal user - Action **Update Note** Update the title and content of a note. - Trigger **Client Created** Triggers when a new client is added to your Daftra account. - Trigger **Client Updated** Triggers when a client is added or updated in Daftra. - Trigger **Estimate Updated** Triggers when an estimate (quote) is created or updated in Daftra. - Trigger **Invoice Created** Triggers when a new invoice (or debit note) is created in Daftra. - Trigger **Invoice Updated** Triggers when an invoice or debit note is created or updated in Daftra. - Trigger **Journal Created** Triggers when a new journal entry is created in Daftra. - Trigger **Journal Updated** Triggers when a journal entry is created or updated in Daftra. - Trigger **Product Created** Triggers when a new product is added in Daftra. - Trigger **Product Updated** Triggers when a product is added or updated in Daftra. - Action **Add Client** Creates a new client in Daftra and returns its id and client number. - Action **Add credit note** Creates a credit note for a client in Daftra, optionally against a source invoice, with line items. - Action **Add Estimate** Creates a new estimate (quote) for a client in Daftra, with optional line items. - Action **Add Expense** Creates an expense in Daftra with its amount, date, vendor, category and optional taxes, account splits and cost-center allocations. - Action **Add Invoice** Creates a sales invoice for a client in Daftra, with optional line items and payments, and returns the new invoice's id. - Action **Add Invoice Payment** Records a payment against an existing Daftra invoice and returns the new payment's id. - Action **Add Journal** Creates a manual double-entry journal entry with its debit and credit lines. Total debits must equal total credits. - Action **Add Product** Creates a new product, service or bundle in Daftra and returns its id. - Action **Add Refund Receipt** Creates a refund receipt against an existing invoice in Daftra, with optional refunded line items and refund payments. - Action **Add Supplier** Creates a new supplier in Daftra and returns its id. - Action **Delete Client** Deletes a client from Daftra. The client must have no invoices, payments or other related records. - Action **Delete credit note** Deletes a credit note in Daftra by its ID. - Action **Delete Estimate** Deletes an estimate (quote) in Daftra. Estimates already converted to an invoice or sales order cannot be deleted. - Action **Delete Expense** Deletes an expense in Daftra, along with its related accounting journal and attachments. - Action **Delete Invoice** Deletes a sales invoice in Daftra by its ID. - Action **Delete Invoice Payment** Deletes an invoice payment, re-adjusting the related invoice's paid total and the client's balance. - Action **Delete Product** Deletes a product, service or bundle in Daftra by its ID. - Action **Delete Refund Receipt** Deletes a refund receipt in Daftra by its ID. - Action **Delete Supplier** Deletes a supplier from Daftra. Suppliers referenced by purchase orders, expenses or other transactions cannot be deleted. - Action **Edit Client** Updates an existing client in Daftra. Only the fields you fill in are changed. - Action **Edit Estimate** Updates an existing estimate (quote) in Daftra, changing its client, date, currency, notes or line items. - Action **Edit Expense** Updates an existing expense in Daftra. Only the fields you fill in are changed. - Action **Edit Invoice** Updates an existing standard invoice in Daftra, including its header details, line items, payments and custom fields. - Action **Edit Invoice Payment** Updates an existing invoice payment in Daftra. Only the fields you fill in are changed. - Action **Edit Journal** Updates an existing journal entry in Daftra, replacing its debit and credit lines. - Action **Edit Product** Updates an existing product, service or bundle in Daftra. Only the fields you fill in are changed. - Action **Edit Refund Receipt** Updates an existing refund receipt in Daftra — its date, currency, store, notes or line items. - Action **Edit Supplier** Updates an existing supplier's business name, contact details, addresses and other details. - Action **Get client** Returns a single Daftra client by id, with its contact details, addresses, balances and custom field values. - Action **Get Expense** Returns a single expense by its id, including amount, taxes, totals, vendor, category, date and status. - Action **Get invoice** Returns a single standard invoice by ID, with its line items, payments, taxes, client and custom fields. - Action **Get Purchase Order** Returns a single purchase order by its ID, including its line items, supplier, taxes, payments and custom fields. - Action **Get Refund Receipt** Returns a single refund receipt by ID, including its line items, payments, taxes, custom fields and client. - Action **List clients** Returns a list of clients in your Daftra account, optionally filtered by keyword or assigned staff member. - Action **List estimates** Returns the account's estimates (quotes), most recent first, optionally filtered by client, number, status, amount, dates and more. - Action **List invoices** Returns a page of your Daftra invoices and debit notes, most recent first, optionally filtered by client, status, dates, amounts and more. - Action **List products** Returns a page of products and services in your Daftra account, optionally filtered by keyword, category, supplier, brand, stock status, barcode or product code. - Action **Update credit note** Updates an existing credit note in Daftra — its client, date, currency, store, notes or line items. ## Each app on its own - [ **Assembly.com** Assembly.com is a complete client communication and management solution that offers a branded and...](https://apiant.ai/connections/assembly-com) - [ **Daftra** Daftra is a cloud ERP and accounting software designed exclusively for small and medium companies and their...](https://apiant.ai/connections/daftra) Reviews ## What our customers say ## More from Assembly.com - [ **Assembly.com to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/assembly-com-to-google-sheets) - [ **Assembly.com to LibreTranslate** LibreTranslate is an open-source machine translation service.](https://apiant.ai/connect/assembly-com-to-libretranslate) - [ **Assembly.com to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/assembly-com-to-hubspot) - [ **Assembly.com to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/assembly-com-to-salesforce) - [ **Assembly.com to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/assembly-com-to-slack) - [ **Assembly.com to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/assembly-com-to-gmail) ## More into Daftra - [ **ActiveCampaign to Daftra** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-daftra) - [ **Airtable to Daftra** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-daftra) - [ **Asana to Daftra** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-daftra) - [ **ClickUp to Daftra** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-daftra) - [ **Brevo to Daftra** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-daftra) - [ **Calendly to Daftra** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-daftra) Questions ## Assembly.com and Daftra, answered ### ### What can start an automation from Assembly.com? Any of Assembly.com's 55 triggers in the catalog, including Client Created, Client Updated, Company Created and Company Custom Fields Updated. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Daftra when something happens in Assembly.com? Any of Daftra's 38 actions, including Update credit note, Add Client, Add credit note and Add Estimate. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Daftra to Assembly.com? Yes. When something happens in Daftra, your agent can act in Assembly.com too. This page covers both directions: Daftra's triggers and Assembly.com's actions are listed here as well. ### ### Do I have to build a connector for Assembly.com or Daftra? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Assembly.com and Daftra without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.