# Connect Assembly.com and Instantly

When **Client Created** fires in [Assembly.com](https://apiant.ai/connections/assembly-com), your agent runs **Add lead list** in [Instantly](https://apiant.ai/connections/instantly), or **New Event** in Instantly 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 Instantly **1** trigger Instantly **22** 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 Instantly to do together?

Give your AI client this address.

`https://mcp.apiant.ai`

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 Instantly can do together

### From Assembly.com to Instantly

- When **Client Created** in Assembly.com then **Add lead list** in Instantly
- When **Client Updated** in Assembly.com then **Add Lead to Campaign** in Instantly

### From Instantly to Assembly.com

- When **New Event** in Instantly then **Create Message Channel** in Assembly.com
- When **New Event** in Instantly 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 Instantly

## Triggers and actions 56 triggers · 49 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 Event**

Triggers when an Instantly event occurs, such as an email sent, a reply received, or a lead status change.

- Action

**Activate campaign**

Starts a campaign, or resumes a paused one, and returns the updated campaign.

- Action

**Add campaign**

Creates a new Instantly campaign with its sending schedule, email sequence and sending options. Returns the created campaign.

- Action

**Add lead list**

Creates a new lead list in Instantly for storing leads.

- Action

**Add Lead to Campaign**

Adds a lead to an Instantly campaign, with their contact details, personalization and custom variables. Returns the created lead.

- Action

**Add Tags to Campaigns**

Assigns one or more custom tags to one or more campaigns.

- Action

**Add to Blocklist**

Adds an email address or domain to the workspace's blocklist so it no longer receives emails.

- Action

**Create a New Tag**

Creates a new custom tag in your Instantly workspace for organizing accounts and campaigns.

- Action

**Delete blocklist entry**

Deletes a blocked email or domain entry from your Instantly block list, returning the removed entry.

- Action

**Delete lead**

Permanently deletes a lead from your Instantly workspace and returns the deleted lead.

- Action

**Find Lead**

Finds leads in your Instantly workspace by email address or search term, optionally narrowed to a campaign, list or lead status. Returns the matching leads and the first match.

- Action

**Get Blocklist Entry**

Returns a single block list entry (a blocked email address or domain) by its ID.

- Action

**Get campaign**

Returns a campaign's full details, including its schedule, sequences, sending accounts and settings.

- Action

**Get lead**

Returns a single Instantly lead by its ID, including contact details, campaign, status, engagement counts and custom variables.

- Action

**List campaigns**

Returns the campaigns in your Instantly workspace, optionally filtered by name, tags, status or AI Sales Agent.

- Action

**List lead lists**

Returns the lead lists in your Instantly workspace, optionally filtered by name or by whether they run enrichment.

- Action

**List leads**

Returns leads from your Instantly workspace, optionally filtered by campaign, list, status, search term or email address.

- Action

**List Tag Mappings**

Returns the tag assignments in the workspace, showing which custom tags are attached to which email accounts and campaigns.

- Action

**Pause campaign**

Stops (pauses) a running campaign so it no longer sends emails, and returns the updated campaign.

- Action

**Remove Lead From Campaign**

Removes one or more leads from an Instantly campaign, deleting them from that campaign.

- Action

**Remove Tags From Campaigns**

Removes one or more custom tags from Instantly campaigns.

- Action

**Update lead**

Updates an existing lead's details in Instantly, such as name, company, phone, interest status and custom variables, and returns the updated lead.

- Action

**Update Lead Status**

Updates the interest status of a lead in Instantly (for example Interested, Meeting booked, or Not interested), optionally scoped to one campaign or list.

## 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)
- [ **Instantly** Instantly is an email automation platform that helps scale outreach campaigns.](https://apiant.ai/connections/instantly)

Reviews

## What our customers say

## More from Assembly.com

- [ **Assembly.com to Google Sheets** Google Sheets](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 Instantly

- [ **HubSpot to Instantly** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-instantly)
- [ **Google Sheets to Instantly** Google Sheets](https://apiant.ai/connect/google-sheets-to-instantly)
- [ **Gmail to Instantly** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-instantly)
- [ **Google Calendar to Instantly** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-instantly)
- [ **Google Drive to Instantly** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-instantly)
- [ **ActiveCampaign to Instantly** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-instantly)

Questions

## Assembly.com and Instantly, 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 Instantly when something happens in Assembly.com?

Any of Instantly's 22 actions, including Create a New Tag, Update lead, Update Lead Status and Activate campaign. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from Instantly to Assembly.com?

Yes. When something happens in Instantly, your agent can act in Assembly.com too. This page covers both directions: Instantly's triggers and Assembly.com's actions are listed here as well.

###

### Do I have to build a connector for Assembly.com or Instantly?

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.

###

### 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.
