Create folders and files from OneDrive in Assembly (formerly Copilot) client file channels when new clients are created in Assembly (formerly Copilot)
Allene Norton
57 steps
4 minutes
Zapier
As of September 30, 2025, we’ve rebranded to Assembly. The steps below remain the same. When searching in Zapier, look for Assembly (formerly Copilot) and this logo.
1
Navigate to your Zapier account and create a new Zap
2
Click "Trigger"
3
Type "Copilot"
4
Click "Copilot"
5
Click the "*EventRequired" field.
6
Click "Client Created"
7
Choose or add your Copilot account connection
8
Test the trigger and click 'Continue with selected record'. A new Action modal will appear. Type "Copilot"
9
Click "Copilot"
10
Click the "*EventRequired" field.
11
Type "file"
12
Click "Find a File Channel"
13
Click "Choose value…"
14
Click "individual"
15
Click here.
16
Click "ID"
17
Click this icon.
18
Type "onedrive"
19
Click "OneDrive"
20
Click the "*EventRequired" field.
21
Click "Find File"
22
Click "Choose value…"
23
Select the folder containing the file you wish to add to the Copilot client file channel
24
Click here.
25
Type the name of the file to search for
26
Click "Yes"
27
Click this icon.
28
Type "Copilot"
29
Click "Copilot"
30
Click the "*EventRequired" field.
31
Type "folder"
32
Click "Create Folder"
33
Click "Choose value…"
34
Click "Custom"
35
Click "2. Find a File Channel in Copilot"
36
Click "ID"
37
Click here.
38
Click "3. Find File in OneDrive"
39
Click "Parent Reference Name"
40
Click this icon.
41
Type "Copilot"
42
Click "Copilot"
43
Click the "*EventRequired" field.
44
Click "Create File"
45
Click "Choose value…"
46
Click "Custom"
47
Click "2. Find a File Channel in Copilot"
48
Click "ID"
49
Click here.
50
Click "3. Find File in OneDrive"
51
Click "Parent Reference Name"
52
Type "/"
53
Click "File Name"
54
Click here.
55
Click "3. Find File in OneDrive"
56
Click "File"
57
Test the final step and ensure the file and folder appear in the client channel for the client selected in the Trigger step. Publish and turn on your Zap.
Create folders and files from OneDrive in Assembly (formerly Copilot) client file channels when new clients are created in Assembly (formerly Copilot)
Allene Norton
57 steps
4 minutes
Zapier
As of September 30, 2025, we’ve rebranded to Assembly. The steps below remain the same. When searching in Zapier, look for Assembly (formerly Copilot) and this logo.
1
Navigate to your Zapier account and create a new Zap
2
Click "Trigger"
3
Type "Copilot"
4
Click "Copilot"
5
Click the "*EventRequired" field.
6
Click "Client Created"
7
Choose or add your Copilot account connection
8
Test the trigger and click 'Continue with selected record'. A new Action modal will appear. Type "Copilot"
9
Click "Copilot"
10
Click the "*EventRequired" field.
11
Type "file"
12
Click "Find a File Channel"
13
Click "Choose value…"
14
Click "individual"
15
Click here.
16
Click "ID"
17
Click this icon.
18
Type "onedrive"
19
Click "OneDrive"
20
Click the "*EventRequired" field.
21
Click "Find File"
22
Click "Choose value…"
23
Select the folder containing the file you wish to add to the Copilot client file channel
24
Click here.
25
Type the name of the file to search for
26
Click "Yes"
27
Click this icon.
28
Type "Copilot"
29
Click "Copilot"
30
Click the "*EventRequired" field.
31
Type "folder"
32
Click "Create Folder"
33
Click "Choose value…"
34
Click "Custom"
35
Click "2. Find a File Channel in Copilot"
36
Click "ID"
37
Click here.
38
Click "3. Find File in OneDrive"
39
Click "Parent Reference Name"
40
Click this icon.
41
Type "Copilot"
42
Click "Copilot"
43
Click the "*EventRequired" field.
44
Click "Create File"
45
Click "Choose value…"
46
Click "Custom"
47
Click "2. Find a File Channel in Copilot"
48
Click "ID"
49
Click here.
50
Click "3. Find File in OneDrive"
51
Click "Parent Reference Name"
52
Type "/"
53
Click "File Name"
54
Click here.
55
Click "3. Find File in OneDrive"
56
Click "File"
57
Test the final step and ensure the file and folder appear in the client channel for the client selected in the Trigger step. Publish and turn on your Zap.
