Notion Client Portal Integration with Assembly
*Assembly x Notion Client Portal Integrations with Zapier*
In this video, we look at three powerful Zapier automations that seamlessly integrate Notion and Assembly to automate your entire client onboarding process.
*Timestamps:*
00:00 Introduction to Integrating Notion and Assembly
01:05 Initial Setup
01:57 Automation 1: Proposal Accepted Workflow
07:44 Automation 2: Contract Signed Workflow
11:08 Automation 3: Assembly Notifications in Notion
14:33 Bonus Automation: Close Loop Proposal Decision
17:39 Conclusion and Additional Resources
Thank you to Assembly for sponsoring today's video.
*Use CHLOE at checkout to access $100 off your first purchase*
── RESOURCES MENTIONED
Access Templates and Zaps Mentioned:
http://businessops.co/assembly-integr...
Assembly (formally Copilot) Client Portal Tutorial: • A SECURE and SCALABLE Client Portal with A...
Notion Client Portal Tutorial: • Create a Client Portal in Notion (+ Free T...
──YOUR NEXT STEPS
Sign Up for Assembly: https://chloeforbesk.com/assembly
Free Assembly Starter Kit: http://chloeforbesk.com/assembly-star...
Notion Client Portal Template: https://www.businessops.co/starter-kit
── REFERRAL LINKS (Thank you for using these links)
Notion: https://chloeforbesk.com/notion
Assembly: https://chloeforbesk.com/assembly
Relay.app: http://chloeforbesk.com/relay
Squarespace: https://chloeforbesk.com/squarespace
Flodesk: http://chloeforbesk.com/flodesk
Senja Testimonials: http://chloeforbesk.com/senja
Fathom AI Notetaker: http://chloeforbesk.com/fathom
Canva: https://chloeforbesk.com/canva
Descript: http://chloeforbesk.com/descript
Epidemic Sound: https://chloeforbesk.com/epidemicsound
── SAY HI ON SOCIALS
LinkedIn: / chloeforbesk
Substack: https://substack.com/@chloeforbesk
Pinterest: / chloeforbesk
Instagram: / chloeforbesk
Twitter(X): https://x.com/ChloeForbesK
Disclaimers:
• I do not work for Notion. The term "Notion" is a trademark of Notion.
• I do not own the rights to any of the music in this video.
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Date: 27th October 2025
Sub Count: 6100 (Thank you!)