---
title: "Connect Assembly.com and Wheelbase - APIANT.ai"
description: "When \"Client Created\" fires in Assembly.com, your agent runs \"Create Customer\" in Wheelbase."
canonical: "https://apiant.ai/connect/assembly-com-to-wheelbase"
---

# Connect Assembly.com and Wheelbase

When **Client Created** fires in [Assembly.com](https://apiant.ai/connections/assembly-com), your agent runs **Create Customer** in [Wheelbase](https://apiant.ai/connections/wheelbase), or **New Customer** in Wheelbase 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 Wheelbase **4** triggers Wheelbase **16** 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 Wheelbase 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 Wheelbase can do together

### From Assembly.com to Wheelbase

- When **Client Created** in Assembly.com then **Create Customer** in Wheelbase
- When **Client Updated** in Assembly.com then **Update customer** in Wheelbase

### From Wheelbase to Assembly.com

- When **New Customer** in Wheelbase then **Create Message Channel** in Assembly.com
- When **New Message** in Wheelbase 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 Wheelbase

## Triggers and actions 59 triggers · 43 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 Customer**

Triggered when a new customer is created or a marketplace guest books with the dealer.

- Trigger

**New Message**

Triggers when a new message appears in a renter message thread, from the renter, your team or the system. If several messages arrive between checks, it fires once for that thread with the latest message.

- Trigger

**New or Updated Reservation**

Triggers when a reservation is created or updated in Wheelbase.

- Trigger

**New Rental**

Triggers when a new rental vehicle is added to your Wheelbase fleet. Requires a dealer account.

- Action

**Approve booking**

Approves a booking from your side. Returns the updated booking; for a dealer-created booking this sends the customer their quote, and once both sides approve, payment is captured and the booking is confirmed.

- Action

**Cancel booking**

Cancels a confirmed booking and returns the booking after the cancellation. Cancelling may trigger a refund under the listing's cancel policy.

- Action

**Create Customer**

Creates a customer in your Wheelbase account. If a customer with the same email already exists, that customer is updated and returned instead of creating a duplicate.

- Action

**Create Reservation**

Creates a reservation on a listing for the given dates, in negotiating status, for an existing or new customer. Returns the reservation with its pricing, payment schedule and trip details.

- Action

**Decline booking**

Declines a booking that has not yet been confirmed and returns the booking after the action. A booking that is already confirmed cannot be declined and must be cancelled instead.

- Action

**Find a Customer**

Returns the customers that match a name, email, phone number or customer id, including dealer-managed customers and marketplace guests who have booked with the dealer.

- Action

**Find a Rental**

Returns the rental listings that match a location, travel dates, guest count, vehicle type or instant-book setting.

- Action

**Get booking**

Returns a single booking by its id, including the renter, listing, dates, line items, totals and payment status. An error occurs if the booking is not found.

- Action

**Get customer**

Returns a single customer by id, including contact details, address, archived status and booking stats. An error occurs if the customer is not found.

- Action

**Get listing**

Returns the full, up-to-date detail for a single Wheelbase listing, including pricing, location, delivery options, owner, vehicle details and images.

- Action

**List booking payments**

Returns a booking's itemized money movement: customer charges, refunds and scheduled future charges, plus payouts made to your account.

- Action

**List bookings**

Returns the bookings your Wheelbase account participates in as owner or renter, optionally narrowed by status, customer or start date.

- Action

**List locations**

Returns the dealer's pickup and drop-off locations, with each location's address, coordinates and weekly hours.

- Action

**Update customer**

Updates the details of a customer your account manages, such as their name, contact details and address, and returns the updated customer. Marketplace customers cannot be edited.

- Action

**Update listing**

Updates a listing's name, description, nightly price or instant-book setting, and returns the updated listing.

- Action

**Update Reservation**

Updates the dates, guest count, discount code, insurance, delivery or add-ons on a reservation that has not yet been confirmed, and returns the updated reservation with its recalculated pricing.

## 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)
- [ **Wheelbase** All-in-one rentals suite that combines rental management software with $1M in insurance coverage.](https://apiant.ai/connections/wheelbase)

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 Wheelbase

- [ **HubSpot to Wheelbase** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-wheelbase)
- [ **Salesforce to Wheelbase** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-wheelbase)
- [ **Slack to Wheelbase** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-wheelbase)
- [ **Google Sheets to Wheelbase** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-wheelbase)
- [ **Gmail to Wheelbase** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-wheelbase)
- [ **Google Calendar to Wheelbase** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-wheelbase)

Questions

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

Any of Wheelbase's 16 actions, including Create Customer, Create Reservation, Update customer and Update listing. Your agent maps the data both ways and tests every scenario before it ships.

###

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

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

###

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

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 Wheelbase 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.
