How to create clients in Assembly (formerly Copilot) when Salesforce Opportunities are updated to Closed Won

This Zap allows you to automate client creation in Assembly (formerly Copilot) when Salesforce Opportunities are updated to "Closed Won".

Allene Norton
78 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 "Salesforce"

Click "Salesforce"

Click the "*EventRequired" field.

Click "Updated Field on Record"

Click "Continue"

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

Click "Choose value…"

Type "opportunity"

Click "Opportunity"

Click "Choose value…"

Type "stage"

Click "Stage"

Click here.

Type "Closed Won"

Click "Continue"

Click "Test trigger"

Click "Continue"

Type "salesforce"

Click "Salesforce"

Click the "*EventRequired" field.

Type "find"

Click "Find Record"

Click "Continue"

Click "Choose value…"

Type "opportunity contact role"

Click "Opportunity Contact Role"

Click "Choose value…"

Type "opportunity id"

Click "Opportunity ID"

Click here.

Click "Object Id"

Click "Continue"

Click "Test action"

Click this icon.

Type "salesforce"

Click "Salesforce"

Click the "*EventRequired" field.

Type "find record"

Click "Find Record"

Click "Continue"

Click "Choose value…"

Type "contact"

Click "Contact"

Click "Choose value…"

Type "contact id"

Click "Contact ID"

Click here.

Click "2. Find Record in Salesforce"

Click "Contact Id"

Click "Continue"

Click "Test action"

Click this icon.

Click the "Search…" field.

Type "Copilot"

Click "Copilot"

Click the "*EventRequired" field.

Click "Create Client"

Click "Continue"

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

Click "Continue"

Click here.

Click "3. Find Record in Salesforce"

Click "Email"

Click here.

Click "3. Find Record in Salesforce"

Click "First Name"

Click here.

Click "3. Find Record in Salesforce"

Click "Last Name"

Click "Choose value…"

Select "True" if you want to send an email invite upon client creation.

Select "False" if you do not want to send an email invite upon client creation.

Click "Continue"

Click "Test action"

How to create clients in Assembly (formerly Copilot) when Salesforce Opportunities are updated to Closed Won

This Zap allows you to automate client creation in Assembly (formerly Copilot) when Salesforce Opportunities are updated to "Closed Won".

Allene Norton
78 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 "Salesforce"

Click "Salesforce"

Click the "*EventRequired" field.

Click "Updated Field on Record"

Click "Continue"

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

Click "Choose value…"

Type "opportunity"

Click "Opportunity"

Click "Choose value…"

Type "stage"

Click "Stage"

Click here.

Type "Closed Won"

Click "Continue"

Click "Test trigger"

Click "Continue"

Type "salesforce"

Click "Salesforce"

Click the "*EventRequired" field.

Type "find"

Click "Find Record"

Click "Continue"

Click "Choose value…"

Type "opportunity contact role"

Click "Opportunity Contact Role"

Click "Choose value…"

Type "opportunity id"

Click "Opportunity ID"

Click here.

Click "Object Id"

Click "Continue"

Click "Test action"

Click this icon.

Type "salesforce"

Click "Salesforce"

Click the "*EventRequired" field.

Type "find record"

Click "Find Record"

Click "Continue"

Click "Choose value…"

Type "contact"

Click "Contact"

Click "Choose value…"

Type "contact id"

Click "Contact ID"

Click here.

Click "2. Find Record in Salesforce"

Click "Contact Id"

Click "Continue"

Click "Test action"

Click this icon.

Click the "Search…" field.

Type "Copilot"

Click "Copilot"

Click the "*EventRequired" field.

Click "Create Client"

Click "Continue"

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

Click "Continue"

Click here.

Click "3. Find Record in Salesforce"

Click "Email"

Click here.

Click "3. Find Record in Salesforce"

Click "First Name"

Click here.

Click "3. Find Record in Salesforce"

Click "Last Name"

Click "Choose value…"

Select "True" if you want to send an email invite upon client creation.

Select "False" if you do not want to send an email invite upon client creation.

Click "Continue"

Click "Test action"