Integration
Connect Assembly.com to Kartra
When Client Created fires in Assembly.com, your agent runs Create New Lead in Kartra. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Assembly.com and Kartra to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Assembly.com can start in Kartra
When Client Created in Assembly.com
then Create New Lead in Kartra
When Client Updated in Assembly.com
then Assign Tag to Lead in Kartra
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 Kartra
Triggers and actions 55 triggers · 50 actions
Trigger
Client ActivatedTriggers when a client authenticates in the Assembly for the first time
Trigger
Client CreatedTriggers when a new client is created.
Trigger
Client UpdatedHigh-frequency trigger for each client user update.
Trigger
Company CreatedTriggers when a company gets created in the Assembly for the first time
Trigger
Company Custom Fields UpdatedTriggers only when a company has updates to custom fields.
Trigger
Contract RequestedTriggers when a contract is assigned to a client.
Trigger
Contract SignedTriggers when a contract is signed.
Trigger
File CreatedTriggers when a file gets created within a file channel
Trigger
File UpdatedTriggers when a file has been updated within a file channel
Trigger
Folder CreatedTriggers when a folder gets created within a file channel
Trigger
Folder DeletedTriggers when a folder gets deleted within a file channel
Trigger
Folder UpdatedTriggers when a folder gets updated within a file channel
Trigger
Form Response CompletedTriggers when a form response has been completed by a recipient
Trigger
Internal User CreatedTriggers when a new internal user is created.
Trigger
Invoice CreatedTriggers when an invoice is created
Trigger
Invoice DeletedTriggers when an invoice is deleted
Trigger
Invoice PaidTriggers when an invoice is paid
Trigger
Invoice SentTriggers when an invoice is sent
Trigger
Invoice UpdatedTriggers when an invoice is updated
Trigger
Invoice VoidedTriggers when an invoice is voided
Trigger
Link CreatedTriggers when a link gets created within a file channel
Trigger
Link UpdatedTriggers when a link gets updated within a file channel
Trigger
List ClientsLists the clients.
Trigger
List CompaniesLists the companies.
Trigger
List Form ResponsesList Form Responses for a specific form
Trigger
List Invoice TemplatesLists the invoice templates.
Trigger
List Message ChannelsLists the message channels.
Trigger
List MessagesLists messages in a channel
Trigger
List NotesLists notes in a workspace.
Trigger
List PaymentsLists the payments.
Trigger
List PricesLists the prices.
Trigger
List ProductsLists the products.
Trigger
List SubscriptionsLists the subscriptions.
Trigger
List Subscription TemplatesLists the subscription templates.
Trigger
List Task CommentsLists task comments in a workspace.
Trigger
List TasksLists tasks in a workspace.
Trigger
List Task TemplatesLists task templates in a workspace.
Trigger
Message Channel CreatedTriggers when a new message channel is created.
Trigger
Message Channel DeletedTriggers when a message channel is deleted.
Trigger
Message SentTriggers when a message gets sent in any channels belonging to the portal
Trigger
Note CreatedTriggers when a new note is created.
Trigger
Note UpdatedTriggers when a note is updated.
Trigger
Notification CreatedTriggers when a new notification is created.
Trigger
Payment FailedTriggers when a payment is failed for an invoice
Trigger
Payment SucceededTriggers when a payment is successful for an invoice
Trigger
Price CreatedTriggers when a price is created
Trigger
Product CreatedTriggers when a product is created
Trigger
Product UpdatedTriggers when a product is updated
Trigger
Subscription CanceledTriggers when an subscription is canceled
Trigger
Subscription CreatedTriggers when an subscription is created
Trigger
Task ArchivedTriggers when a task gets archived in your workspace.
Trigger
Task CompletedTriggers when a task gets completed in your workspace.
Trigger
Task CreatedTriggers when a task gets created in your workspace.
Trigger
Task DeletedTriggers when a task gets deleted in your workspace.
Trigger
Task UpdatedTriggers when a task gets updated in your workspace.
Action
Create ClientCreates a new client.
Action
Create CompanyCreates a new company.
Action
Create FileCreates a file in a specified files channel.
Action
Create FolderCreates a folder in a specified file channel.
Action
Create LinkCreates a link in a specified files channel.
Action
Create Message ChannelCreates a new message channel.
Action
Create NoteCreates a new note.
Action
Find a ClientSearch for a client by ID, email, or company.
Action
Find a CompanySearch for a company by ID or name.
Action
Find a FileSearch for a file by ID.
Action
Find a FormSearch for a Form by ID.
Action
Find a Message ChannelSearch for a message channel by ID or by filters
Action
Find an Internal UserSearch for an internal user by ID.
Action
Find an InvoiceSearch for an invoice by ID.
Action
Find a NoteSearch for a note by ID or by filters
Action
Find a PriceSearch for a Price by ID.
Action
Find a ProductSearch for a Product by ID.
Action
Find a SubscriptionSearch for a Subscription by ID.
Action
Find a TaskSearch for a task by ID or by filters
Action
Find a Task CommentSearch for a task comment by ID
Action
Find a Task TemplateSearch for a task template by ID or by filters
Action
Request Form ResponsesAsk clients to fill out a form.
Action
Send MessageCreate and send a message to a designated message channel.
Action
Update ClientUpdate a client
Action
Update CompanyUpdate the name of a company
Action
Update Internal UserUpdate an internal user
Action
Update NoteUpdate the title and content of a note.
Action
Assign Tag to LeadAssigns an existing tag to a lead, identified by email address.
Action
Cancel a SubscriptionCancels a recurring payment subscription, found by transaction ID or subscription ID.
Action
Cancel Lead Subscription to CalendarCancels a lead's booking in a calendar class.
Action
Create New LeadCreates a new lead. Fails if a lead with that email already exists.
Action
Edit LeadUpdates an existing lead, found by lead ID or email address.
Action
Edit SubscriptionChanges the product, price, schedule or quantity of an active recurring payment subscription. PayPal subscriptions cannot be edited.
Action
Modify Subscription StatusPauses, resumes or cancels a recurring payment subscription.
Action
Refund a TransactionRefunds a payment transaction, in full or in part.
Action
Remove Points From a LeadDeducts points from a lead's score.
Action
Retrieve All the Custom Fields in Your AccountReturns every custom field in the account, with its type and options.
Action
Retrieve All the Lists in Your AccountReturns the names of every list in the account.
Action
Retrieve All the Sequences in Your AccountReturns the names of every sequence in the account.
Action
Retrieve All the Tags in Your AccountReturns the names of every tag in the account.
Action
Retrieve Lead DetailsReturns a lead's full profile, including tags, lists, sequences, memberships and transactions, found by email.
Action
Retrieve Subscription DetailsReturns the details of one recurring payment subscription.
Action
Retrieve Transaction DetailsReturns the details of one payment transaction.
Action
Search LeadFinds a lead by lead ID or email address and returns the lead's profile.
Action
Subscribe Lead to CalendarBooks a lead into a class on a Kartra calendar.
Action
Subscribe Lead to ListSubscribes a lead to an existing mailing list.
Action
Subscribe Lead to SequenceAdds a lead to a sequence, starting at the given step.
Action
Unassign Tag From LeadRemoves a tag from a lead, identified by email address.
Action
Unsubscribe Lead From ListUnsubscribes a lead from a mailing list.
Action
Unsubscribe Lead From SequenceRemoves a lead from a sequence.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from Assembly.com
Assembly.com to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Assembly.com to LibreTranslateLibreTranslate is an open-source machine translation service.
Assembly.com to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Assembly.com to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Assembly.com to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Assembly.com to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
More into Kartra
HubSpot to KartraHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to KartraSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to KartraSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to KartraGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to KartraGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to KartraGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Assembly.com and Kartra, 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 Kartra when something happens in Assembly.com?
Any of Kartra's 23 actions, including Create New Lead, Assign Tag to Lead, Edit Lead and Edit Subscription. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Kartra to Assembly.com?
Kartra has no triggers in the catalog today, so automations start in Assembly.com. If you need the other direction, ask: your agent reads Kartra's API documentation and adds it.
Do I have to build a connector for Assembly.com or Kartra?
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 Kartra 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.