Create clients in Assembly (formerly Copilot) from new Jotform submissions
Allene Norton
27 steps
2 minutes
Make
Jotform
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 "Jotform"
3
Click "Watch for Submissions"
4
Click "Create a webhook" or "Add"
5
Click "Create a connection" if no connection to Jotform has been set in Make
6
Go to [jotform.com](http://jotform.com) and log in
7
Click your avatar in the top-right
8
Click "Settings"
9
Click "API"
10
Click "Create New Key"
11
Click this dropdown and set to "Full Access"
12
Copy the API key
13
Back in Make, click the "API Key" field and paste the Jotform API key
14
Click "Save"
15
Click the dropdown
16
Select the form you'd like to use to create clients in Copilot.
The Jotform must have the required fields to create a client: first name, last name, and email
17
Click "Save"
18
Click "OK"
19
Add a new module and search for “Copilot”
20
Click "Create a Client"
21
Click here.
22
Click the field in your Jotform used to collect the client's first name
23
Click here.
24
Click the field in your Jotform used to collect the client's last name
25
Click here.
26
Click the field in your Jotform used to collect the client's email
27
Click "OK"
Your existing custom fields will be shown in the Create Client module from Copilot. If your form has fields that match your custom fields, you can also map this data to the module
Create clients in Assembly (formerly Copilot) from new Jotform submissions
Allene Norton
27 steps
2 minutes
Make
Jotform
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 "Jotform"
3
Click "Watch for Submissions"
4
Click "Create a webhook" or "Add"
5
Click "Create a connection" if no connection to Jotform has been set in Make
6
Go to [jotform.com](http://jotform.com) and log in
7
Click your avatar in the top-right
8
Click "Settings"
9
Click "API"
10
Click "Create New Key"
11
Click this dropdown and set to "Full Access"
12
Copy the API key
13
Back in Make, click the "API Key" field and paste the Jotform API key
14
Click "Save"
15
Click the dropdown
16
Select the form you'd like to use to create clients in Copilot.
The Jotform must have the required fields to create a client: first name, last name, and email
17
Click "Save"
18
Click "OK"
19
Add a new module and search for “Copilot”
20
Click "Create a Client"
21
Click here.
22
Click the field in your Jotform used to collect the client's first name
23
Click here.
24
Click the field in your Jotform used to collect the client's last name
25
Click here.
26
Click the field in your Jotform used to collect the client's email
27
Click "OK"
Your existing custom fields will be shown in the Create Client module from Copilot. If your form has fields that match your custom fields, you can also map this data to the module
