Connect Assembly.com and Karlia

Both apps 139Assembly.com 82Karlia 57

• 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
  Delete Equipment

  Triggers when an equipement is deleted.

• Trigger
  Delete Event

  Triggers when an event is deleted.

• Trigger
  Delete Note

  Triggers when a note is deleted.

• Trigger
  Delete Product

  Triggers when a product is deleted.

• Trigger
  Delete Project

  Triggers when a project is deleted.

• Trigger
  Delete Project Subtask

  Triggers when a project subtask is deleted.

• Trigger
  Delete Project Task

  Triggers when a project task is deleted.

• Trigger
  Delete Task

  Triggers when a task is deleted.

• Trigger
  Delete Ticket

  Triggers when a ticket is deleted.

• Trigger
  Delete Time

  Triggers when a time is deleted.

• Trigger
  New Contact

  Triggers when a new contact is created.

• Trigger
  New Equipment

  Triggers when a new equipment is created.

• Trigger
  New Opportunity

  Triggers when a new opportunity is created.

• Trigger
  New Product

  Triggers when a new product is created.

• Trigger
  New Project

  Triggers when a new project is created.

• Trigger
  New Project Task

  Triggers when a new project task is created.

• Trigger
  New Task

  Triggers when a new task is created.

• Trigger
  New Ticket

  Triggers when a new ticket is created.

• Trigger
  New Time

  Triggers when a new time is created.

• Action
  Create Contact

  Adds a new contact to a Karlia customer or supplier.

• Action
  Create Customer

  Create a Customer.

• Action
  Create Event

  Create an Event.

• Action
  Create Note

  Creates a note in Karlia, optionally linked to a customer, opportunity, project or ticket.

• Action
  Create Opportunity

  Create an Opportunity.

• Action
  Create Product

  Create a Product.

• Action
  Create Project Subtask

  Creates a subtask under a task in a Karlia project, with optional status, dates, time estimate and assignee.

• Action
  Create Project Task

  Creates a task inside a Karlia project.

• Action
  Create Supplier

  Create a Supplier.

• Action
  Create Task

  Create a Task.

• Action
  Create Ticket

  Creates a ticket in a Karlia ticketing pipeline.

• Action
  Create Time

  Create a Time.

• Action
  Delete Equipment

  Deletes a piece of equipment from Karlia.

• Action
  Delete Event

  Delete an event (calendar appointment) in Karlia.

• Action
  Delete Note

  Delete a note in Karlia by its ID.

• Action
  Delete Opportunity

  Deletes an opportunity.

• Action
  Delete Product

  Delete a product in Karlia.

• Action
  Delete Project

  Delete a project in Karlia.

• Action
  Delete Project Subtask

  Deletes a subtask from a project task in Karlia.

• Action
  Delete Project Task

  Deletes a task from a Karlia project.

• Action
  Delete Task

  Delete a task in Karlia.

• Action
  Delete Ticket

  Deletes a ticket in Karlia by its ID.

• Action
  Delete Time

  Delete a time entry in Karlia.

• Action
  Find Contact

  Returns up to 100 Karlia contacts that match the specified search criteria (email, name, phone, customer/supplier, and more).

• Action
  Find Customer

  Returns the Karlia customers that match the search criteria you supply, plus the first match on its own.

• Action
  Find Supplier

  Returns the Karlia suppliers that match the specified search criteria.

• Action
  Get Contact

  Show contact details

• Action
  Get Customer

  Show customer details

• Action
  Get Opportunity

  Show opportunity details

• Action
  Get Product

  Show product details

• Action
  Get Project Subtask

  Returns one subtask of a Karlia project task, including its status, dates, time estimate and assignees.

• Action
  Get Supplier

  Show supplier details

• Action
  Get Ticket

  Retrieve one Karlia ticket by its ID.

• Action
  Get Time

  Get one time entry from Karlia by its ID.

• Action
  List Projects

  Lists the projects in your Karlia account.

• Action
  List Project Tasks

  Lists the tasks of one Karlia project.

• Action
  List Webhook Events

  Lists the event names a Karlia webhook can subscribe to.

• Action
  Update/Create Customer

  Updates a Karlia customer when a Customer ID is given; otherwise creates a new customer.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.