Create an invoice in Assembly (formerly Copilot) after form response is submitted
Véronique Cadet
55 steps
3 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 the + button to add a trigger. Search for and select "Copilot"
3
Click "Watch Completed Forms"
4
Click "Add"
5
Name your webhook and open the dropdown
6
Select the form you want to use for this trigger
7
Click "Save"
8
Click "Copy address to clipboard"
9
Click "Save"
10
In a new tab go to the Copilot Dashboard
11
Click "Settings"
12
Click "API"
13
Click "New webhook"
14
Label the webhook and paste the webhook URL from Make into the Endpoint URL field
15
Click the "Events to send" field.
16
Click "form_response.completed"
17
Click "Update"
18
Click "Confirm" and go back to Make
19
Now it's time to test the trigger by submitting the form as your test client. Right-click here and click "Run this module only"
20
In your Copilot Dashboard, assign the form for this trigger to your test client
21
Back in Make, you should see that the trigger ran successfully
22
Add a new module and select “Copilot”
23
Search for and click "List Products"
24
Click "Save"
25
Add a new module and select “Copilot”
26
Search for and then click "List Prices"
27
Click here.
28
Click "ID"
29
Click "Save"
30
Click on the wrench to create a filter
31
Label the filter then click here
32
Click "Form Fields"
33
Click here
34
Click "answer\[ \]" then click "\[1\]"
35
Click here.
36
Click "Contains"
37
Click here.
38
Click "Name"
39
Click "Save"
40
Add a new module and select “Copilot”
41
Search for and then click "Create an Invoice"
42
Click here.
43
Click "Client ID"
44
Click "Add item"
45
Click here
46
Click "Amount"
47
Click here and type in the quantity
48
Click here.
49
Click "ID"
50
Click here and type days until the invoice is due
51
Click "Add item"
52
Click "Select payment method type" and add your payment method preferences.. Here, you can decide what payment options your clients have and if you want them to pay the fees.
53
If you want to add another payment method option, click "Add item"
54
Click "Save"
55
To save press [[control]] + [[s]] for PC or [[cmd]] + [[s]] for Mac
Create an invoice in Assembly (formerly Copilot) after form response is submitted
Véronique Cadet
55 steps
3 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 the + button to add a trigger. Search for and select "Copilot"
3
Click "Watch Completed Forms"
4
Click "Add"
5
Name your webhook and open the dropdown
6
Select the form you want to use for this trigger
7
Click "Save"
8
Click "Copy address to clipboard"
9
Click "Save"
10
In a new tab go to the Copilot Dashboard
11
Click "Settings"
12
Click "API"
13
Click "New webhook"
14
Label the webhook and paste the webhook URL from Make into the Endpoint URL field
15
Click the "Events to send" field.
16
Click "form_response.completed"
17
Click "Update"
18
Click "Confirm" and go back to Make
19
Now it's time to test the trigger by submitting the form as your test client. Right-click here and click "Run this module only"
20
In your Copilot Dashboard, assign the form for this trigger to your test client
21
Back in Make, you should see that the trigger ran successfully
22
Add a new module and select “Copilot”
23
Search for and click "List Products"
24
Click "Save"
25
Add a new module and select “Copilot”
26
Search for and then click "List Prices"
27
Click here.
28
Click "ID"
29
Click "Save"
30
Click on the wrench to create a filter
31
Label the filter then click here
32
Click "Form Fields"
33
Click here
34
Click "answer\[ \]" then click "\[1\]"
35
Click here.
36
Click "Contains"
37
Click here.
38
Click "Name"
39
Click "Save"
40
Add a new module and select “Copilot”
41
Search for and then click "Create an Invoice"
42
Click here.
43
Click "Client ID"
44
Click "Add item"
45
Click here
46
Click "Amount"
47
Click here and type in the quantity
48
Click here.
49
Click "ID"
50
Click here and type days until the invoice is due
51
Click "Add item"
52
Click "Select payment method type" and add your payment method preferences.. Here, you can decide what payment options your clients have and if you want them to pay the fees.
53
If you want to add another payment method option, click "Add item"
54
Click "Save"
55
To save press [[control]] + [[s]] for PC or [[cmd]] + [[s]] for Mac
