Integration
Connect Assembly.com to OnePageCRM
When something happens in Assembly.com, your agent does the next thing in OnePageCRM. Describe it in plain language and the automation is built, tested on every branch and kept running.
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What do you want Assembly.com and OnePageCRM to do together?
Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.
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Connect Claude CodeEverything your agent can do with Assembly.com and OnePageCRM
Triggers and actions 64 triggers · 38 actions
Trigger
Client ActivatedTriggers when a client authenticates in the Assembly for the first time
- Client Created
Triggers when a new client is created.
- Client Updated
High-frequency trigger for each client user update.
- Company Created
Triggers when a company gets created in the Assembly for the first time
- Company Custom Fields Updated
Triggers only when a company has updates to custom fields.
- Contract Requested
Triggers when a contract is assigned to a client.
- Contract Signed
Triggers when a contract is signed.
- File Created
Triggers when a file gets created within a file channel
- File Updated
Triggers when a file has been updated within a file channel
- Folder Created
Triggers when a folder gets created within a file channel
- Folder Deleted
Triggers when a folder gets deleted within a file channel
- Folder Updated
Triggers when a folder gets updated within a file channel
- Form Response Completed
Triggers when a form response has been completed by a recipient
- Internal User Created
Triggers when a new internal user is created.
- Invoice Created
Triggers when an invoice is created
- Invoice Deleted
Triggers when an invoice is deleted
- Invoice Paid
Triggers when an invoice is paid
- Invoice Sent
Triggers when an invoice is sent
- Invoice Updated
Triggers when an invoice is updated
- Invoice Voided
Triggers when an invoice is voided
- Link Created
Triggers when a link gets created within a file channel
- Link Updated
Triggers when a link gets updated within a file channel
- List Clients
Lists the clients.
- List Companies
Lists the companies.
- List Form Responses
List Form Responses for a specific form
- List Invoice Templates
Lists the invoice templates.
- List Message Channels
Lists the message channels.
- List Messages
Lists messages in a channel
- List Notes
Lists notes in a workspace.
- List Payments
Lists the payments.
- List Prices
Lists the prices.
- List Products
Lists the products.
- List Subscriptions
Lists the subscriptions.
- List Subscription Templates
Lists the subscription templates.
- List Task Comments
Lists task comments in a workspace.
- List Tasks
Lists tasks in a workspace.
- List Task Templates
Lists task templates in a workspace.
- Message Channel Created
Triggers when a new message channel is created.
- Message Channel Deleted
Triggers when a message channel is deleted.
- Message Sent
Triggers when a message gets sent in any channels belonging to the portal
- Note Created
Triggers when a new note is created.
- Note Updated
Triggers when a note is updated.
- Notification Created
Triggers when a new notification is created.
- Payment Failed
Triggers when a payment is failed for an invoice
- Payment Succeeded
Triggers when a payment is successful for an invoice
- Price Created
Triggers when a price is created
- Product Created
Triggers when a product is created
- Product Updated
Triggers when a product is updated
- Subscription Canceled
Triggers when an subscription is canceled
- Subscription Created
Triggers when an subscription is created
- Task Archived
Triggers when a task gets archived in your workspace.
- Task Completed
Triggers when a task gets completed in your workspace.
- Task Created
Triggers when a task gets created in your workspace.
- Task Deleted
Triggers when a task gets deleted in your workspace.
- Task Updated
Triggers when a task gets updated in your workspace.
- Create Client
Creates a new client.
- Create Company
Creates a new company.
- Create File
Creates a file in a specified files channel.
- Create Folder
Creates a folder in a specified file channel.
- Create Link
Creates a link in a specified files channel.
- Create Message Channel
Creates a new message channel.
- Create Note
Creates a new note.
- Find a Client
Search for a client by ID, email, or company.
- Find a Company
Search for a company by ID or name.
- Find a File
Search for a file by ID.
- Find a Form
Search for a Form by ID.
- Find a Message Channel
Search for a message channel by ID or by filters
- Find an Internal User
Search for an internal user by ID.
- Find an Invoice
Search for an invoice by ID.
- Find a Note
Search for a note by ID or by filters
- Find a Price
Search for a Price by ID.
- Find a Product
Search for a Product by ID.
- Find a Subscription
Search for a Subscription by ID.
- Find a Task
Search for a task by ID or by filters
- Find a Task Comment
Search for a task comment by ID
- Find a Task Template
Search for a task template by ID or by filters
- Request Form Responses
Ask clients to fill out a form.
- Send Message
Create and send a message to a designated message channel.
- Update Client
Update a client
- Update Company
Update the name of a company
- Update Internal User
Update an internal user
- Update Note
Update the title and content of a note.
Trigger
Closed Sales CycleTriggered when a sales cycle is closed — a deal is marked won or lost.
- Completed Next Action
Triggered when a next action is marked done in OnePageCRM.
- New Call
Triggered when a phone call is logged in OnePageCRM.
- New Contact
Triggered when a new contact is created in OnePageCRM.
- New Deal
Triggered when a new deal is created in OnePageCRM.
- New Next Action
Triggered when a new next action is created in OnePageCRM.
- New Note
Triggered when a new note is added to a contact in OnePageCRM.
- Updated Contact
Triggered when a contact is created or changed in OnePageCRM.
- Updated Deal
Triggered when a deal is created or changed in OnePageCRM.
- Close Sales Cycle
Closes a deal in OnePageCRM by marking the sales cycle won or lost, with an optional close date and note.
- Create Call
Logs a phone call against a contact in OnePageCRM, with notes, the number dialed, the outcome and an optional recording link.
- Create Contact
Creates a contact in OnePageCRM, including your account's own custom fields.
- Create Deal
Creates a deal against a contact in OnePageCRM, with an amount, expected close date and notes.
- Create Next Action
Adds a next action (a to-do) against a contact in OnePageCRM, with an optional due date and assignee.
- Create Note
Adds a note to a contact's timeline in OnePageCRM.
- Find Contact
Finds a contact in OnePageCRM by email address, or by searching names and companies, and returns the first match plus every match.
- Find Deal
Finds a deal in OnePageCRM by contact, status or name, and returns the first match plus every match.
- Find User
Finds a user in your OnePageCRM account by email address or name, and returns the first match plus every match.
- Update Contact
Updates a contact in OnePageCRM, including your account's own custom fields. Anything you leave blank keeps its current value.
- Update Deal
Updates a deal in OnePageCRM. Anything you leave blank keeps its current value.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
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