How to upload files to client file channels in Assembly (formerly Copilot) when envelopes are sent or completed in Docusign

This Zap will automate file uploads to client file channels in Assembly (formerly Copilot) when envelopes are sent or completed in Docusign.

Allene Norton
58 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.

Navigate to your Zapier dashboard and click + Create to start creating your Zap.

Click the "Search…" field.

Type "Docusign"

Click "DocuSign"

Click the "*EventRequired" field.

Click "Envelope Sent or Completed"

Click "Continue"

Click "Choose" to select your connected Docusign account, or connect a new one.

Click "Continue"

Click "Test trigger"

Click "Continue"

Click the "Search…" field.

Type "Copillot"

Click "Copilot"

Click the "*EventRequired" field.

Click "Find a Client"

Click "Continue"

Click "Choose" to select your connected Copilot account, or connect a new one.

Click "Continue"

Click here.

Click "Recipients Signers Email"

Click "Continue"

Click "Test action"

Click here.

Click the "Search…" field.

Type "Copilot"

Click "Copilot"

Click the "*EventRequired" field.

Click "Find a File Channel"

Click "Continue"

Click "Choose value…"

Click "individual"

Click here.

Click "2. Find a Client in Copilot"

Click "ID"

Click "Continue"

Click "Test action"

Click the "+" icon to add a new step and click the "Search…" field.

Type "Copilot"

Click "Copilot"

Click the "Event" field.

Click "Create File"

Click "Continue"

Click "Choose value…" under Channel ID.

Click "Custom"

Click "3. Find a File Channel in Copilot"

Click "ID"

Click here.

Type the name of your file including the extension (.pdf or other).

Click here.

Click "1. Envelope Sent or Completed in DocuSign"

Click "Documents Download Link (Exists but not shown)".

Click "Continue"

Click "Test action"

Click "Publish"

How to upload files to client file channels in Assembly (formerly Copilot) when envelopes are sent or completed in Docusign

This Zap will automate file uploads to client file channels in Assembly (formerly Copilot) when envelopes are sent or completed in Docusign.

Allene Norton
58 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.

Navigate to your Zapier dashboard and click + Create to start creating your Zap.

Click the "Search…" field.

Type "Docusign"

Click "DocuSign"

Click the "*EventRequired" field.

Click "Envelope Sent or Completed"

Click "Continue"

Click "Choose" to select your connected Docusign account, or connect a new one.

Click "Continue"

Click "Test trigger"

Click "Continue"

Click the "Search…" field.

Type "Copillot"

Click "Copilot"

Click the "*EventRequired" field.

Click "Find a Client"

Click "Continue"

Click "Choose" to select your connected Copilot account, or connect a new one.

Click "Continue"

Click here.

Click "Recipients Signers Email"

Click "Continue"

Click "Test action"

Click here.

Click the "Search…" field.

Type "Copilot"

Click "Copilot"

Click the "*EventRequired" field.

Click "Find a File Channel"

Click "Continue"

Click "Choose value…"

Click "individual"

Click here.

Click "2. Find a Client in Copilot"

Click "ID"

Click "Continue"

Click "Test action"

Click the "+" icon to add a new step and click the "Search…" field.

Type "Copilot"

Click "Copilot"

Click the "Event" field.

Click "Create File"

Click "Continue"

Click "Choose value…" under Channel ID.

Click "Custom"

Click "3. Find a File Channel in Copilot"

Click "ID"

Click here.

Type the name of your file including the extension (.pdf or other).

Click here.

Click "1. Envelope Sent or Completed in DocuSign"

Click "Documents Download Link (Exists but not shown)".

Click "Continue"

Click "Test action"

Click "Publish"