How to create default folders for new clients in Assembly (formerly Copilot) using Zapier
Allene Norton
71 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
Go to [zapier.com](http://zapier.com), log into your account, and create a new Zap.
2
Click "Create"
3
Click "New Zap"
4
Click here.
5
Type "Copilot"
6
Click "Copilot"
7
Click the "*EventRequired" field.
8
Click "Client Created" for new clients, and "Company Created" for new companies
9
Click "Continue"
10
Click "Sign in"
11
Click the "API Key" field.
12
Click "Yes, Continue to Copilot"
13
Click "Continue"
14
Click "Test trigger"
15
Select a test client in the list, either your own or a sample client we provide. Click "Continue with selected record"
16
You'll need to create an action, you will automatically be brought to the create screen. Type "Copilot"
17
Click "Copilot"
18
Click the "*EventRequired" field.
19
Click "Find a File Channel"
20
Click "Continue"
21
Click "Continue"
22
Click here.
23
Click "ID"
24
Click "Continue"
25
Click "Test step"
26
Click this icon.
27
Type "Copilot"
28
Click "Copilot"
29
Click the "*EventRequired" field.
30
Click "Create Folder"
31
Click "Continue"
32
Click "Continue"
33
Click "Choose value…"
34
Click "Custom"
35
Click this icon.
36
Click "ID"
37
Click here.
38
Type the name of a top-level folder.
39
Click "Continue"
40
Click "Test step"
41
If you want to add another folder, click here.
42
Type "Copilot"
43
Click "Copilot"
44
Click the "*EventRequired" field.
45
Click "Create Folder"
46
Click "Continue"
47
Click "Continue"
48
Click "Choose value…"
49
Click "Custom"
50
Click here.
51
Click "ID"
52
Click here.
53
To add a nested folder, type the exact name of the top-level folder, a forward slash, and the nested folder name: Example: Reports/Financial
54
Click "Continue"
55
Click "Test step"
56
You can add as many folders as you need by repeating the steps.
57
Type "Copilot"
58
Click "Copilot"
59
Click the "*EventRequired" field.
60
Click "Create Folder"
61
Click "Continue"
62
Click "Continue"
63
Click "Choose value…"
64
Click "Custom"
65
Click here.
66
Click "ID"
67
Click here.
68
Here we're adding another top-level folder, typ the name of your folder. Example: Documents
69
Click "Continue"
70
Click "Test step"
71
Click "Publish"
How to create default folders for new clients in Assembly (formerly Copilot) using Zapier
Allene Norton
71 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
Go to [zapier.com](http://zapier.com), log into your account, and create a new Zap.
2
Click "Create"
3
Click "New Zap"
4
Click here.
5
Type "Copilot"
6
Click "Copilot"
7
Click the "*EventRequired" field.
8
Click "Client Created" for new clients, and "Company Created" for new companies
9
Click "Continue"
10
Click "Sign in"
11
Click the "API Key" field.
12
Click "Yes, Continue to Copilot"
13
Click "Continue"
14
Click "Test trigger"
15
Select a test client in the list, either your own or a sample client we provide. Click "Continue with selected record"
16
You'll need to create an action, you will automatically be brought to the create screen. Type "Copilot"
17
Click "Copilot"
18
Click the "*EventRequired" field.
19
Click "Find a File Channel"
20
Click "Continue"
21
Click "Continue"
22
Click here.
23
Click "ID"
24
Click "Continue"
25
Click "Test step"
26
Click this icon.
27
Type "Copilot"
28
Click "Copilot"
29
Click the "*EventRequired" field.
30
Click "Create Folder"
31
Click "Continue"
32
Click "Continue"
33
Click "Choose value…"
34
Click "Custom"
35
Click this icon.
36
Click "ID"
37
Click here.
38
Type the name of a top-level folder.
39
Click "Continue"
40
Click "Test step"
41
If you want to add another folder, click here.
42
Type "Copilot"
43
Click "Copilot"
44
Click the "*EventRequired" field.
45
Click "Create Folder"
46
Click "Continue"
47
Click "Continue"
48
Click "Choose value…"
49
Click "Custom"
50
Click here.
51
Click "ID"
52
Click here.
53
To add a nested folder, type the exact name of the top-level folder, a forward slash, and the nested folder name: Example: Reports/Financial
54
Click "Continue"
55
Click "Test step"
56
You can add as many folders as you need by repeating the steps.
57
Type "Copilot"
58
Click "Copilot"
59
Click the "*EventRequired" field.
60
Click "Create Folder"
61
Click "Continue"
62
Click "Continue"
63
Click "Choose value…"
64
Click "Custom"
65
Click here.
66
Click "ID"
67
Click here.
68
Here we're adding another top-level folder, typ the name of your folder. Example: Documents
69
Click "Continue"
70
Click "Test step"
71
Click "Publish"
