Apply tags when new clients are created in Assembly (formerly Copilot)
Allene Norton
35 steps
2 minutes
Make
As of September 30, 2025, we’ve rebranded to Assembly. The steps below remain the same. When searching in Make, look for Assembly (formerly Copilot) and this logo.
1
Navigate to your Make account and create a new scenario
2
Click the + icon to add a trigger. Search for and select "Copilot"
3
Select "Watch Created Clients"
4
Click "Add"
5
Label your webhook
6
Click "Save"
7
Click "Copy address to clipboard"
8
Click "OK"
9
Switch to your Copilot workspace
10
Click "Settings"
11
Click "API"
12
Click "New webhook"
13
Click this text field.
14
Paste the endpoint URL copied from Make
15
Click this text field.
16
Label your webhook
17
Click the "Events to send" field.
18
Click "client.created"
19
Click "Update"
20
Click "Confirm"
21
Switch to tab "New scenario | Make"
22
Add a new module and select "Copilot"
23
Click here.
24
Select or connect your Copilot account
25
Click here.
26
Click "Id"
27
Find the custom field with the tag you wish to apply, and select the tag
28
Click "OK"
29
Click here to run the scenario once for testing
30
Click "Clients" in Copilot
31
Click "New client"
32
Click "Create one client"
33
Create a new test client in Copilot
34
Click "Close"
35
Refresh the Clients page to see the tag applied. Switch to tab "New scenario | Make" and ensure the test ran successfully, then turn on your scenario.
