Integration
Connect Assembly.com and Moxie
When Client Created fires in Assembly.com, your agent runs Create Client in Moxie, or Client Created in Moxie to Create Client in Assembly.com. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Assembly.com and Moxie to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Assembly.com and Moxie can do together
From Assembly.com to Moxie
When Client Created in Assembly.com
then Create Client in Moxie
When Client Updated in Assembly.com
then Create & Optionally Send Invoice in Moxie
From Moxie to Assembly.com
When Client Created in Moxie
then Create Client in Assembly.com
When Client Updated in Moxie
then Create Message Channel 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 Moxie
Triggers and actions 85 triggers · 39 actions
Trigger
Client ActivatedTriggers when a client authenticates in the Assembly for the first time
Trigger
Client CreatedTriggers when a new client is created.
Trigger
Client UpdatedHigh-frequency trigger for each client user update.
Trigger
Company CreatedTriggers when a company gets created in the Assembly for the first time
Trigger
Company Custom Fields UpdatedTriggers only when a company has updates to custom fields.
Trigger
Contract RequestedTriggers when a contract is assigned to a client.
Trigger
Contract SignedTriggers when a contract is signed.
Trigger
File CreatedTriggers when a file gets created within a file channel
Trigger
File UpdatedTriggers when a file has been updated within a file channel
Trigger
Folder CreatedTriggers when a folder gets created within a file channel
Trigger
Folder DeletedTriggers when a folder gets deleted within a file channel
Trigger
Folder UpdatedTriggers when a folder gets updated within a file channel
Trigger
Form Response CompletedTriggers when a form response has been completed by a recipient
Trigger
Internal User CreatedTriggers when a new internal user is created.
Trigger
Invoice CreatedTriggers when an invoice is created
Trigger
Invoice DeletedTriggers when an invoice is deleted
Trigger
Invoice PaidTriggers when an invoice is paid
Trigger
Invoice SentTriggers when an invoice is sent
Trigger
Invoice UpdatedTriggers when an invoice is updated
Trigger
Invoice VoidedTriggers when an invoice is voided
Trigger
Link CreatedTriggers when a link gets created within a file channel
Trigger
Link UpdatedTriggers when a link gets updated within a file channel
Trigger
List ClientsLists the clients.
Trigger
List CompaniesLists the companies.
Trigger
List Form ResponsesList Form Responses for a specific form
Trigger
List Invoice TemplatesLists the invoice templates.
Trigger
List Message ChannelsLists the message channels.
Trigger
List MessagesLists messages in a channel
Trigger
List NotesLists notes in a workspace.
Trigger
List PaymentsLists the payments.
Trigger
List PricesLists the prices.
Trigger
List ProductsLists the products.
Trigger
List SubscriptionsLists the subscriptions.
Trigger
List Subscription TemplatesLists the subscription templates.
Trigger
List Task CommentsLists task comments in a workspace.
Trigger
List TasksLists tasks in a workspace.
Trigger
List Task TemplatesLists task templates in a workspace.
Trigger
Message Channel CreatedTriggers when a new message channel is created.
Trigger
Message Channel DeletedTriggers when a message channel is deleted.
Trigger
Message SentTriggers when a message gets sent in any channels belonging to the portal
Trigger
Note CreatedTriggers when a new note is created.
Trigger
Note UpdatedTriggers when a note is updated.
Trigger
Notification CreatedTriggers when a new notification is created.
Trigger
Payment FailedTriggers when a payment is failed for an invoice
Trigger
Payment SucceededTriggers when a payment is successful for an invoice
Trigger
Price CreatedTriggers when a price is created
Trigger
Product CreatedTriggers when a product is created
Trigger
Product UpdatedTriggers when a product is updated
Trigger
Subscription CanceledTriggers when an subscription is canceled
Trigger
Subscription CreatedTriggers when an subscription is created
Trigger
Task ArchivedTriggers when a task gets archived in your workspace.
Trigger
Task CompletedTriggers when a task gets completed in your workspace.
Trigger
Task CreatedTriggers when a task gets created in your workspace.
Trigger
Task DeletedTriggers when a task gets deleted in your workspace.
Trigger
Task UpdatedTriggers when a task gets updated in your workspace.
Action
Create ClientCreates a new client.
Action
Create CompanyCreates a new company.
Action
Create FileCreates a file in a specified files channel.
Action
Create FolderCreates a folder in a specified file channel.
Action
Create LinkCreates a link in a specified files channel.
Action
Create Message ChannelCreates a new message channel.
Action
Create NoteCreates a new note.
Action
Find a ClientSearch for a client by ID, email, or company.
Action
Find a CompanySearch for a company by ID or name.
Action
Find a FileSearch for a file by ID.
Action
Find a FormSearch for a Form by ID.
Action
Find a Message ChannelSearch for a message channel by ID or by filters
Action
Find an Internal UserSearch for an internal user by ID.
Action
Find an InvoiceSearch for an invoice by ID.
Action
Find a NoteSearch for a note by ID or by filters
Action
Find a PriceSearch for a Price by ID.
Action
Find a ProductSearch for a Product by ID.
Action
Find a SubscriptionSearch for a Subscription by ID.
Action
Find a TaskSearch for a task by ID or by filters
Action
Find a Task CommentSearch for a task comment by ID
Action
Find a Task TemplateSearch for a task template by ID or by filters
Action
Request Form ResponsesAsk clients to fill out a form.
Action
Send MessageCreate and send a message to a designated message channel.
Action
Update ClientUpdate a client
Action
Update CompanyUpdate the name of a company
Action
Update Internal UserUpdate an internal user
Action
Update NoteUpdate the title and content of a note.
Trigger
Agreement SentTriggers when a proposal is sent either via link or email.
Trigger
Agreement SignedTriggers when an agreement is accepted and signed with e-signature.
Trigger
Agreement ViewedTriggers when a user views the proposal.
Trigger
Client CreatedTriggers when a new client is created in Moxie.
Trigger
Client DeletedTriggers when a client record is deleted in Moxie.
Trigger
Client UpdatedTriggers when a client record is updated in Moxie.
Trigger
Form CompletedTriggers when a form is completed.
Trigger
Invoice SentTriggers when an invoice is sent in Moxie.
Trigger
Meeting CancelledTriggers when a meeting is cancelled
Trigger
Meeting ScheduledTriggers when a new meeting is scheduled
Trigger
Meeting UpdatedTriggers when a meeting is updated or rescheduled
Trigger
Opportunity CreatedTriggered with a pipeline opportunity is created
Trigger
Opportunity DeletedTriggered with a pipeline opportunity is deleted
Trigger
Opportunity UpdatedTriggered with a pipeline opportunity is updated
Trigger
Payment ReceivedTriggers when a payment is received either vial Stripe or manual entry.
Trigger
Project CompletedTriggers when a project is set to "complete" in Moxie.
Trigger
Project CreatedTriggers when a new project is created in Moxie.
Trigger
Project UpdatedTriggers when the settings for a project are updated.
Trigger
Task ApprovalTriggers when a new Deliverable is ready for client approval.
Trigger
Task CreatedTriggered when a Project Task is created
Trigger
Task DeletedTriggered when a Project Task is deleted
Trigger
Task UpdatedTriggered with a Project Task is updated.
Trigger
Ticket ClosedTriggers and a support ticket is closed
Trigger
Ticket CommentTriggers when a comment is created on a ticket
Trigger
Ticket CreatedTriggers when a new support ticket is created
Trigger
Ticket DeletedTriggers when a support ticket is deleted
Trigger
Ticket UpdatedTriggers when a support ticket is updated
Trigger
Time Worked CreatedTriggers when a new time worked entry is created.
Trigger
Time Worked DeletedTriggers when a time worked record is deleted.
Trigger
Time Worked UpdatedTriggers when a time worked entry has been updated.
Action
Create ClientCreates a new client record in Hectic
Action
Create ExpenseRecords a new expense in your Moxie accounting records, optionally filed under a vendor and allocated to a client.
Action
Create OpportunityCreate a new pipeline opportunity
Action
Create & Optionally Send InvoiceCreates an invoice for a client from the line items you supply, and emails it straight away when you fill in who to send it to. Left blank, the invoice is saved as a draft.
Action
Create or Update Calendar EventCreate or update a calendar event in Moxie
Action
Create ProjectCreate a project and optionally use a template
Action
Create TaskCreate a task in the project management system
Action
Create TicketCreate a Ticket for a client and contact
Action
Create Ticket CommentAdds a comment (public or private) to an existing ticket.
Action
Create Time WorkedCreates a time worked entry
Action
Delete Calendar EventDeletes a calendar event in Moxie by the external ID.
Action
Find a ClientFinds a client by either name or contact email address.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from Assembly.com
Assembly.com to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Assembly.com to LibreTranslateLibreTranslate is an open-source machine translation service.
Assembly.com to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Assembly.com to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Assembly.com to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Assembly.com to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
More into Moxie
HubSpot to MoxieHubSpot is your all-in-one stop for all of your marketing software needs.
Gmail to MoxieGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to MoxieGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to MoxieGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to MoxieMailchimp marketing automation and email platform.
ActiveCampaign to MoxieActiveCampaign is a marketing automation, email marketing, and CRM platform.
Questions
Assembly.com and Moxie, 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 Moxie when something happens in Assembly.com?
Any of Moxie's 12 actions, including Create Client, Create Expense, Create Opportunity and Create & Optionally Send Invoice. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Moxie to Assembly.com?
Yes. When something happens in Moxie, your agent can act in Assembly.com too. This page covers both directions: Moxie's triggers and Assembly.com's actions are listed here as well.
Do I have to build a connector for Assembly.com or Moxie?
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 Moxie 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.