> ## Documentation Index
> Fetch the complete documentation index at: https://studio.assembly.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Recommended workflows

> Popular workflow automations you can set up with the Assembly API, Zapier, or Make.

Below, you can find our most popular workflow automations, each of which you can set up with our API, Zapier, or Make.

## Popular automations

| Automation                                                             | Setup options                 |
| ---------------------------------------------------------------------- | ----------------------------- |
| Assign forms to newly activated Assembly clients                       | Zapier, Make, Zapier Template |
| Update clients from new Assembly form submissions                      | Zapier, Make, Zapier Template |
| Upload files to Google Drive when new files are uploaded to Assembly   | Zapier, Make, Zapier Template |
| Create Trello cards for new form submissions in Assembly               | Zapier, Make, Zapier Template |
| Create records in Airtable from new Assembly form submissions          | Zapier, Make, Zapier Template |
| Send messages in Slack when new clients are created in Assembly        | Zapier, Make, Zapier Template |
| Add new Assembly clients as Mailchimp subscribers                      | Zapier, Make, Zapier Template |
| Create default folders for new clients in Assembly                     | Zapier, Make, Zapier Template |
| Upload files submitted to an Assembly Form to an Assembly File Channel | Zapier, Make                  |
| Create an invoice when a new Assembly form is submitted                | Zapier (Coming soon), Make    |
| Create a subscription when a new Assembly form is submitted            | Zapier (Coming soon), Make    |

## File automations

| Automation                                                                                                          | Setup options                 |
| ------------------------------------------------------------------------------------------------------------------- | ----------------------------- |
| Create folders and files from Google Drive in Assembly company file channels when companies are created in Assembly | Zapier, Make, Zapier Template |
| Create folders and files from OneDrive in Assembly company file channels when companies are created in Assembly     | Zapier, Make, Zapier Template |
| Create folders and files from Google Drive in Assembly client file channels when clients are created in Assembly    | Zapier, Make, Zapier Template |
| Create folders and files from OneDrive in Assembly client file channels when clients are created in Assembly        | Zapier, Make, Zapier Template |
| Upload files to Google Drive when new files are uploaded to Assembly                                                | Zapier, Make, Zapier Template |
| Upload new Assembly files to Dropbox                                                                                | Zapier, Make, Zapier Template |
| Upload new Assembly files to OneDrive                                                                               | Zapier, Make, Coming Soon     |
| Find or create folders and files in Google Drive when new files are uploaded for a client in Assembly               | Zapier, Make                  |
| Find or create folders and files in OneDrive when new files are uploaded for a client in Assembly                   | Zapier, Make                  |
| Find or create folders and files in Google Drive when new files are uploaded for a company in Assembly              | Zapier, Make                  |
| Find or create folders and files in OneDrive when new files are uploaded for a company in Assembly                  | Zapier, Make                  |
| Find folders and create files in Dropbox when new files are uploaded for clients in Assembly                        | Zapier, Make                  |
| Find folders and create files in Dropbox when new files are uploaded for companies in Assembly                      | Zapier, Make                  |
| Create folders and files in Dropbox when new files are uploaded for clients in Assembly                             | Zapier, Make                  |
| Create folders and files in Dropbox when new files are uploaded for companies in Assembly                           | Zapier, Make                  |
| Create default folders for new clients in Assembly                                                                  | Zapier, Make, Zapier Template |

## Form automations

| Automation                                                                      | Setup options                 |
| ------------------------------------------------------------------------------- | ----------------------------- |
| Assign forms to newly activated Assembly clients                                | Zapier, Make, Zapier Template |
| Update clients from new Assembly form submissions                               | Zapier, Make, Zapier Template |
| Assign forms to Assembly clients every month                                    | Zapier, Make, Zapier Template |
| Create Trello cards for new form submissions in Assembly                        | Zapier, Make, Zapier Template |
| Update clients in Assembly from new Jotform submissions                         | Zapier, Make, Zapier Template |
| Create clients in Assembly from new Jotform submissions                         | Zapier, Make, Make Template   |
| Create new spreadsheet rows in Google Sheets from new Assembly form submissions | Zapier, Make, Zapier Template |
| Create records in Airtable from new Assembly form submissions                   | Zapier, Make, Zapier Template |
| Create clients in Assembly from new Typeform entries                            | Zapier, Make, Zapier Template |
| Update clients in Assembly from new Typeform entries                            | Zapier, Make                  |

## Message automations

| Automation                                                                                     | Setup options                 |
| ---------------------------------------------------------------------------------------------- | ----------------------------- |
| Send a message to a client in Assembly when a form response is submitted in Assembly           | Zapier, Make, Zapier Template |
| Send channel messages in Slack when new clients are activated in Assembly                      | Zapier, Make, Zapier Template |
| Send messages in Slack when new clients are created in Assembly                                | Zapier, Make, Zapier Template |
| Send channel messages in Slack when new form responses are submitted in Assembly               | Zapier, Make, Zapier Template |
| Send a message automatically to a client in Assembly when a client sends a message in Assembly | Zapier, Make, Zapier Template |
| Send a message to a client in Assembly after a contract is signed                              | Zapier, Make, Zapier Template |
| Send a message from a client in Assembly to Slack                                              | Zapier, Make                  |
| Send a message from an Internal User in Assembly to Slack                                      | Zapier, Make                  |
| Send a message each month to individual message channels                                       | Make                          |
| Send a message each month to company message channels                                          | Make                          |

## CRM automations

| Automation                                                                         | Setup options                               |
| ---------------------------------------------------------------------------------- | ------------------------------------------- |
| Create records in Airtable for new Assembly clients                                | Zapier, Make, Zapier Template               |
| Create clients in Assembly when new events are scheduled in Calendly               | Zapier (Coming soon), Make, Zapier Template |
| Add new Assembly clients as Mailchimp subscribers                                  | Zapier, Make, Zapier Template               |
| Create clients in Assembly when Salesforce Opportunities are updated to Closed won | Zapier                                      |
| Apply a tag when a client is created in Assembly                                   | Zapier, Make                                |

## Contract automations

| Automation                                                                                         | Setup options                 |
| -------------------------------------------------------------------------------------------------- | ----------------------------- |
| Send a contract in Assembly after a client is created                                              | Zapier, Make, Zapier Template |
| Send a contract in Assembly after a form is completed in Assembly                                  | Zapier, Make, Zapier Template |
| Upload signed contracts from Assembly to a client file channel                                     | Zapier, Make, Zapier Template |
| Upload a signed contract from Assembly to a company file channel                                   | Zapier, Make, Zapier Template |
| Upload newly signed Assembly contracts to Google Drive                                             | Zapier, Make, Zapier Template |
| Update a client in Assembly when a contract is signed in Assembly                                  | Zapier, Make                  |
| Upload files to client file channels in Assembly when envelopes are sent or completed in Docusign  | Zapier, Make                  |
| Upload files to company file channels in Assembly when envelopes are sent or completed in Docusign | Zapier, Make                  |
| Upload files to client file channels in Assembly when documents are completed in PandaDoc          | Zapier, Make                  |
| Upload files to company file channels in Assembly when documents are completed in PandaDoc         | Zapier, Make                  |