Assign Copilot forms to newly activated Assembly (formerly Copilot) clients
Allene Norton
25 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
Create a new scenario in Make
2
Click "Copilot"
3
Click "Watch Activated Clients"
4
Click "Add" or "Create a webhook"
5
Name your webhook (optional) and click "Save"
6
Click "Copy address to clipboard"
7
In a new tab, go to your Copilot Dashboard
8
Click "Settings"
9
Click "API"
10
Click "New webhook"
11
Label your webhook in Copilot and paste the webhook URL from Make
12
Click the "Events to send" field.
13
Click "client.activated"
14
Click "Update"
15
Click "Confirm"
16
Click "OK"
17
Add a new module and select “Copilot”
18
Click "Request a Form Response"
19
Click here to enable you to select an existing form
20
Click the dropdown
21
Select the form to be assigned to newly activated clients
22
Click "Add item"
23
Click here.
24
Click "ID"
25
Click "OK"
Assign Copilot forms to newly activated Assembly (formerly Copilot) clients
Allene Norton
25 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
Create a new scenario in Make
2
Click "Copilot"
3
Click "Watch Activated Clients"
4
Click "Add" or "Create a webhook"
5
Name your webhook (optional) and click "Save"
6
Click "Copy address to clipboard"
7
In a new tab, go to your Copilot Dashboard
8
Click "Settings"
9
Click "API"
10
Click "New webhook"
11
Label your webhook in Copilot and paste the webhook URL from Make
12
Click the "Events to send" field.
13
Click "client.activated"
14
Click "Update"
15
Click "Confirm"
16
Click "OK"
17
Add a new module and select “Copilot”
18
Click "Request a Form Response"
19
Click here to enable you to select an existing form
20
Click the dropdown
21
Select the form to be assigned to newly activated clients
22
Click "Add item"
23
Click here.
24
Click "ID"
25
Click "OK"
