How to automate sending a message to a client in Assembly (formerly Copilot) when a Assembly (formerly Copilot) form response is completed.
Allene Norton
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38 steps
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3 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
Go to Zapier and click "+ Create"
2
Click "Trigger"
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Type "Copilot"
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Click "Copilot"
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Click "Choose an event".
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Click "Form Response Completed"
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Click "Continue"
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Select the Copilot account you want to use for this Zap, or connect a new one. Then, click "Continue".
9
Click "Choose value…"
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Select the form you want to use to trigger this automation.
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Click "Continue"
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Click "Test trigger"
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Click "Continue with selected record"
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Type "Copilot"
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Click "Copilot"
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Click "Choose an event".
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Click "Find a Message Channel"
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Click "Continue"
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Click "Continue"
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Click here.
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Click "Client ID"
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Click "Continue"
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Click "Test step"
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Click this icon.
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Type "Copilot"
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Click "Copilot"
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Click "Choose an event".
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Click "Send Message"
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Click "Continue"
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Click "Continue"
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Click here and enter the message you want to send to the client after they submit the form.
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Click "Choose value…"
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Click "Custom"
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Click "2. Find a Message Channel in Copilot"
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Click "ID"
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Click "Continue"
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Click "Test step"
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Click "Publish"
