--- title: "Connect Assembly.com and Holded - APIANT.ai" description: "When \"Client Created\" fires in Assembly.com, your agent runs \"Create Purchase Invoice\" in Holded." canonical: "https://apiant.ai/connect/assembly-com-to-holded" --- # Connect Assembly.com and Holded When **Client Created** fires in [Assembly.com](https://apiant.ai/connections/assembly-com), your agent runs **Create Purchase Invoice** in [Holded](https://apiant.ai/connections/holded), or **New Contact** in Holded to **Create Message Channel** 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 Holded **6** triggers Holded **12** 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 Holded 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 Holded can do together ### From Assembly.com to Holded - When **Client Created** in Assembly.com then **Create Purchase Invoice** in Holded - When **Client Updated** in Assembly.com then **Create Purchase Order** in Holded ### From Holded to Assembly.com - When **New Contact** in Holded then **Create Message Channel** in Assembly.com - When **New Deal** in Holded then **Send Message** 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 Holded ## Triggers and actions 61 triggers · 39 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 **New Contact** Triggers when a new contact is created in Holded. - Trigger **New Deal** Triggers when a new deal (lead) is created in a Holded CRM funnel. - Trigger **New Purchase Invoice** Triggers when a new purchase invoice is created in Holded. - Trigger **New Sales Invoice** Triggers when a new sales invoice is created in Holded. - Trigger **New Sales Order** Triggers when a new sales order is created in Holded. - Trigger **New Sales Receipt** Triggers when a new sales receipt is created in Holded. - Action **Create Payment** Records a standalone payment in Holded. - Action **Create Product** Creates a product in Holded. - Action **Create Purchase Invoice** Creates a purchase invoice in Holded with its line items. - Action **Create Purchase Order** Creates a purchase order in Holded with its line items. - Action **Create Quote** Creates a quote (estimate) in Holded with its line items. - Action **Create Sales Invoice** Creates a sales invoice in Holded with its line items. - Action **Create Sales Order** Creates a sales order in Holded with its line items. - Action **Create Sales Receipt** Creates a sales receipt in Holded with its line items. - Action **Find Contact** Finds Holded contacts by phone, mobile or custom reference ID. - Action **Mark Credit Note as Paid** Records a payment on a credit note, marking it paid. - Action **Send Invoice** Emails a sales invoice to the given addresses. - Action **Send Sales Receipt** Emails a sales receipt to the given addresses. ## 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) - [ **Holded** The cloud-based tool that has everything you need to manage your company — wherever you are, whenever you...](https://apiant.ai/connections/holded) 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 Holded - [ **Google Sheets to Holded** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-holded) - [ **Gmail to Holded** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-holded) - [ **Google Calendar to Holded** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-holded) - [ **Google Drive to Holded** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-holded) - [ **ActiveCampaign to Holded** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-holded) - [ **Airtable to Holded** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-holded) Questions ## Assembly.com and Holded, 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 Holded when something happens in Assembly.com? Any of Holded's 12 actions, including Create Payment, Create Product, Create Purchase Invoice and Create Purchase Order. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Holded to Assembly.com? Yes. When something happens in Holded, your agent can act in Assembly.com too. This page covers both directions: Holded's triggers and Assembly.com's actions are listed here as well. ### ### Do I have to build a connector for Assembly.com or Holded? 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 Holded 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.