Assembly connector for Okou
Connect Assembly to manage client and company records, files, forms, tasks, messaging, contracts, billing, notifications, and workspace metadata.
Sales & operations · API Key
Use Assembly in Okou
Use Assembly's official API to read and manage clients, companies, files, forms, tasks, messaging, contracts, billing, notifications, app installs, and workspace metadata.
Once connected, supported Assembly actions can become steps in a reusable workflow alongside the other services your team uses. Run the workflow once, on a schedule, or when an event starts it.
What you can do with Assembly
- Read clients and their workspace app visibility.
- Read file channels and their membership metadata.
- Read contract templates in the workspace.
- Read message channels and unread-channel state.
- Read task comments from the installed Tasks app.
- Read audit events for the authenticated workspace.
- Read invoice templates in the workspace.
- Exchange an app session token for a short-lived user-scoped bearer token.
How the Assembly connector works
A connected service becomes one permissioned step in the work you hand off.
- 1
Connect Assembly
Choose API Key.
- 2
Choose the work
Use only the supported actions your workflow needs.
- 3
Run it your way
Start it once, schedule it, or attach an event trigger.
Connect Assembly securely
Use the connection method that fits your account and grant only the access the workflow needs.
- API Key
Connector access is controlled per service and per action, so a workflow does not need broader access than the work you ask it to do.
What Assembly covers
The topics this connector's published operations touch.
- client management
- crm
- customer portal
- project management
- messaging
- billing
Assembly connector questions
- What can Okou do with Assembly?
- Connect Assembly to manage client and company records, files, forms, tasks, messaging, contracts, billing, notifications, and workspace metadata. Documented actions include: Read clients and their workspace app visibility. Read file channels and their membership metadata.
- How do I connect Assembly to Okou?
- Connect Assembly using API Key. The connection controls which supported actions a workflow can use.
- Can Assembly run in an automated workflow?
- Yes. After it is connected, supported Assembly actions can run in reusable Okou workflows on demand, on a schedule, or from an event trigger.
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