App Store

Assembly covers the foundational features every business needs. For everything else, there’s a variety of apps to choose from.

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Client-facing

Client-facing apps are visible to your team and your clients.

Tasks

Assign tasks to clients and to your team, and stay more organized.

App

Apps are tailor-made for Assembly platform and typically come with rich functionality including notifications.

Free

Profile Manager

Let clients view and update CRM profile information and custom fields.

App

Apps are tailor-made for Assembly platform and typically come with rich functionality including notifications.

Free

Payments App

Create branded invoices and subscriptions and make it easy for client to pay, access invoices, and manage their payment credentials.

App

Apps are tailor-made for Assembly platform and typically come with rich functionality including notifications.

Free

Helpdesk App

Create a help desk or knowledge base with text, images, videos, and embeds. Use custom visibility rules to share the right content with the right clients.

App

Apps are tailor-made for Assembly platform and typically come with rich functionality including notifications.

Free

Forms App

Collect client information seamlessly by creating customizable forms with 6 question types and sharing it with clients.

App

Apps are tailor-made for Assembly platform and typically come with rich functionality including notifications.

Free

Files App

Make it easy to securely share files and folders with clients.

App

Apps are tailor-made for Assembly platform and typically come with rich functionality including notifications.

Free

Contracts App

Make it easy to get contracts signed with eSignature requests.

App

Apps are tailor-made for Assembly platform and typically come with rich functionality including notifications.

Free

Messages App

Make client communication secure and seamless, and never miss a message with comprehensive email notifications.

App

Apps are tailor-made for Assembly platform and typically come with rich functionality including notifications.

Free

Client onboarding wizard

Multi-step onboarding flow with saved progress

App Template

Apps are tailor-made for Assembly platform and typically come with rich functionality including notifications.

Home

A personalizable homepage for your clients that shows major action items introduces your firm.

App

Apps are tailor-made for Assembly platform and typically come with rich functionality including notifications.

Free

Events & RSVPs

Invites, RSVPs, attendee lists

App Template

Apps are tailor-made for Assembly platform and typically come with rich functionality including notifications.

Case Status

A live status page for each client case

App Template

Apps are tailor-made for Assembly platform and typically come with rich functionality including notifications.

Client resource library

Branded guides and resources for clients

App Template

Apps are tailor-made for Assembly platform and typically come with rich functionality including notifications.

Client project tracker

Customize milestones, track project progress with clients

App Template

Apps are tailor-made for Assembly platform and typically come with rich functionality including notifications.

Design approvals

Creative sign-off, round by round

App Template

Apps are tailor-made for Assembly platform and typically come with rich functionality including notifications.

Databox

Embed Databox dashboards so that clients can view visualizations in one place.

Embed

Assembly supports embedding any external application that doesn’t block embedding.

Free

Acuity Scheduling

Embed Acuity Scheduling calendar to let clients book appointments directly in your portal.

Embed

Assembly supports embedding any external application that doesn’t block embedding.

Free

Loom

Embed Loom videos in your client portal.

Embed

Assembly supports embedding any external application that doesn’t block embedding.

Free

YouTube

Embed YouTube videos in your client portal.

Embed

Assembly supports embedding any external application that doesn’t block embedding.

Free

Power BI

Embed Power BI dashboards in your client portal.

Embed

Assembly supports embedding any external application that doesn’t block embedding.

Free

ClickUp

Connect a ClickUp list, board, calendar, timeline, or one of several other views.

Embed

Assembly supports embedding any external application that doesn’t block embedding.

Free

Zoom Scheduler

Connect an Zoom Scheduler calendar to let clients book appointments directly in your portal.

Embed

Assembly supports embedding any external application that doesn’t block embedding.

Typeform

Connect a Typeform form and let clients fill it out directly in your portal.

Embed

Assembly supports embedding any external application that doesn’t block embedding.

Free

Trello

Connect a Trello board and let clients view it directly in your portal.

Embed

Assembly supports embedding any external application that doesn’t block embedding.

Free

Notion

Connect Notion to create a styled home page in your portal.

Embed

Assembly supports embedding any external application that doesn’t block embedding.

Free

Miro

Connect a Miro board and let clients view it directly in your portal.

Embed

Assembly supports embedding any external application that doesn’t block embedding.

Free

Looker Studio

Connect a dashboard from Looker Studio so that clients can access visualizations from a unified place.

Embed

Assembly supports embedding any external application that doesn’t block embedding.

Free

OneDrive

Connect a file or folder from OneDrive and let clients view it directly in your portal.

Embed

Assembly supports embedding any external application that doesn’t block embedding.

Free

Jotform

Connect a Jotform form and let clients fill it out directly in your portal.

Embed

Assembly supports embedding any external application that doesn’t block embedding.

Free

Google Slides

Connect a Google Slides presentation and let clients view it directly in your portal.

Embed

Assembly supports embedding any external application that doesn’t block embedding.

Free

Google Sheets

Connect a spreadsheet from Google Sheets with view-only or edit permissions for your clients.

Embed

Assembly supports embedding any external application that doesn’t block embedding.

Free

Google Forms

Connect a Google Form and let clients fill it out directly in your portal.

Embed

Assembly supports embedding any external application that doesn’t block embedding.

Free

Google Drive

Connect a file or folder from Google Drive and let clients view it directly in your portal.

Embed

Assembly supports embedding any external application that doesn’t block embedding.

Free

Google Docs

Connect a document from Google Docs with view-only or edit permissions for your clients.

Embed

Assembly supports embedding any external application that doesn’t block embedding.

Free

Figma

Connect a Figma design and let clients view it directly in your portal.

Embed

Assembly supports embedding any external application that doesn’t block embedding.

Free

Canva

Connect a Canva design and let clients view it directly in your portal.

Embed

Assembly supports embedding any external application that doesn’t block embedding.

Free

Calendly

Let clients schedule meetings with you by surfacing a Calendly scheduling page

Embed

Assembly supports embedding any external application that doesn’t block embedding.

Free

Cal.com

Let clients schedule meetings with you by surfacing a Cal.com scheduling page.

Embed

Assembly supports embedding any external application that doesn’t block embedding.

Free

Hubspot Forms

Connect a Hubspot Form and let clients fill it our directly within your portal.

Embed

Assembly supports embedding any external application that doesn’t block embedding.

Free

Hubspot Meetings

Connect a Hubspot Meeting to let clients schedule time directly within your portal.

Embed

Assembly supports embedding any external application that doesn’t block embedding.

Free

Google Calendar

Connect a Google Calendar and let clients view it directly in your portal.

Embed

Assembly supports embedding any external application that doesn’t block embedding.

Free

Monday

Connect a Monday board view and let clients view it directly in your portal.

Embed

Assembly supports embedding any external application that doesn’t block embedding.

Free

Internal

Internal apps are integrations, internal tools, and other apps not visible to clients.

Xero Integration

Sync your Assembly Invoices and Products directly to your Xero account.

App

Apps are tailor-made for Assembly platform and typically come with rich functionality including notifications.

Exporter

Export messages that have been sent in the Messages App.

App

Apps are tailor-made for Assembly platform and typically come with rich functionality including notifications.

Free

QuickBooks Integration

Sync your Assembly Invoices and Products directly to your QuickBooks Online account.

App

Apps are tailor-made for Assembly platform and typically come with rich functionality including notifications.

Free

Client Support Requests

Categorized requests in a triage queue

App Template

Apps are tailor-made for Assembly platform and typically come with rich functionality including notifications.

Autoresponder

Automatically reply to client messages based on your working hours.

App

Apps are tailor-made for Assembly platform and typically come with rich functionality including notifications.

Free

Client calendar

A shared calendar of key dates

App Template

Apps are tailor-made for Assembly platform and typically come with rich functionality including notifications.

Document collector

Requested docs with upload checklist

App Template

Apps are tailor-made for Assembly platform and typically come with rich functionality including notifications.

New client intake

Scope, goals, budget, timeline

App Template

Apps are tailor-made for Assembly platform and typically come with rich functionality including notifications.

Time tracker

Log billable hours, roll-ups, exportable

App Template

Apps are tailor-made for Assembly platform and typically come with rich functionality including notifications.

Internal resource library

Playbooks and guides for your team

App Template

Apps are tailor-made for Assembly platform and typically come with rich functionality including notifications.

Internal communications

Announcements and team channels

App Template

Apps are tailor-made for Assembly platform and typically come with rich functionality including notifications.

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App Store

Recommended

Client-facing

Internal