Assembly’s Zapier integration allows you to automate some of your favorite actions within Assembly, as well as linking outside apps to Assembly functionality!
Have a great use case for Zapier for Assembly? Let us know!
Who can use this feature?
- You must have a Zapier account to use this feature (don’t have an account yet? Sign up here).
- All Assembly users across all plans can set up Zaps in Assembly (however, there are restrictions for specific triggers and actions based on permissions. More details in the sections below)
What to expect
- All Zaps are created, managed, and deleted from within your own Zapier account.
- Assembly does not restrict the number of Zaps you set up within an Assembly account. The total number of Zaps you can set up depends entirely on your plan within Zapier.
Connect to Zapier
To get started, you’ll need to connect your Assembly to Zapier. If you don’t have a Zapier account, click here to set one up.
- Once you are logged into your Zapier dashboard, go to ‘My Apps’.
- Click ‘Add connection’.
- Search for ‘Assembly’ and select the app.
- Enter your API key
a. To locate your API key within Assembly, click your profile avatar in the top right corner and click ‘My settings’; you can also find it by clicking the ‘Share’ button from any of the flows you own, on the ‘Connections’ tab.
b. Once you have established your connection you can begin to configure your Assembly Zaps.
Assembly triggers
Triggers are something that occurs outside of Assembly or within Assembly that triggers an action to occur. Our Zapier integration has two triggers:
- New post in a flow - whenever a new post occurs in a flow in Assembly, it can trigger an action in another app (or even within Assembly)
- New mention - whenever a certain person or people are mentioned in a flow or reply, it can trigger an action in another app (or even within Assembly)
Trigger: new post in a flow
- This trigger occurs when a new post is created in any flow your choosing, including Give Recognition
- In order to use this trigger, you must be able to view posts in the flow
- If you do not have this permission you will not be able to select that particular flow for this trigger
Trigger: new mention
- This trigger occurs when a selected user or users are mentioned in a flow of your choosing
- In order to use this trigger, you must be able to view posts in the flow
- If you do not have this permission you will not be able to select that particular flow for this trigger
Assembly actions
Actions are something that occurs outside of Assembly or within Assembly as the result of a trigger. Our Zapier integration has three actions:
- Create a new post - whenever a trigger happens in a connected app (or even in Assembly) it will generate a new post in the flow of your choice, including Give Recognition
- Give a user points - whenever a trigger happens in a connected app (or even in Assembly) it will give a user points
- New flow occurrence - whenever a trigger happens in a connected app (or even in Assembly) it will trigger an on-demand flow to run
Action: create new post
- This action will automatically create a new post in a flow of your choosing, including Give Recognition
- In order to use this action, you must be able to post in the flow, and you must also have paid allowances set up (to learn how to set up paid allowances, watch this video)
- If you do not have this permission you will not be able to select that particular flow for this action
- If you select a flow with the option to give points, it will be deducted from your personal monthly allowance; if you run out of points for the month, the post will still post however it will not give any points
a. If your Assembly does not have points set up, you will not have access to the give points blocks
Action: give a user points
- This action will automatically deposit a predetermined amount of points directly into designated user(s) earned balances (like a bonus!)
- In order to use this action, your Assembly must have paid allowances set up (to learn how to set up paid allowances, watch this video)
- Additionally, you must be an admin of your Assembly, as this deposit is taken from a general company allowance that has no limit (similar to how birthdays and anniversaries work)
- If you do not have this permission you will not be able to set up a Zap using this action
Action: new flow occurrence
- This action will automatically trigger an on-demand flow for all of its current participants
- In order to use this action, you must be the owner of that flow
- If you do not have this permission you will not be able to select that particular flow for this action
Have a great use case for Zapier for Assembly? Let us know!
