How to create records in Airtable for new Assembly (formerly Copilot) clients
Véronique Cadet
28 steps
2 minutes
Airtable
Make
As of September 30, 2025, we’ve rebranded to Assembly. The steps below remain the same. When searching in Make, look for Assembly (formerly Copilot) and this logo.
1
Create a new scenario in Make
2
Click the + button to add a trigger. Search for and select "Copilot"
3
Click "Watch Created Clients"
4
Click "Add" or "Create a webhook"
5
Name your webhook and then Click "Copy address to clipboard"
6
Click "OK"
7
In a new tab go to the Copilot Dashboard
8
Click "Settings"
9
Click "API"
10
Click "New webhook"
11
Label the webhook and paste the webhook URL from Make into the Endpoint URL field
12
Click the "Events to send" field and select "client.created"
13
Click "Update"
14
Click "Confirm"
15
Add a new module, search, and then select “Airtable”
16
Click "Create a Record"
17
Click "Add"
18
Click the dropdown and select "Airtable OAuth"
19
Click the "Connection name" field type the name you want and then click save
20
If you are logged into Airtable a popup will appear. Click "Add a base" and select the base you would like
21
Click "Grant access"
22
Click here and select the base
23
Click here and select the table you want to add the information to
24
Click the input fields for the table and add the information you want from the client that was created
25
For example you can add their name if you have a column in your email for their name
26
And same for email
27
Once you are done Click "OK"
28
To save press [[control]] + [[s]] for PC or [[cmd]] + [[s]] for Mac
How to create records in Airtable for new Assembly (formerly Copilot) clients
Véronique Cadet
28 steps
2 minutes
Airtable
Make
As of September 30, 2025, we’ve rebranded to Assembly. The steps below remain the same. When searching in Make, look for Assembly (formerly Copilot) and this logo.
1
Create a new scenario in Make
2
Click the + button to add a trigger. Search for and select "Copilot"
3
Click "Watch Created Clients"
4
Click "Add" or "Create a webhook"
5
Name your webhook and then Click "Copy address to clipboard"
6
Click "OK"
7
In a new tab go to the Copilot Dashboard
8
Click "Settings"
9
Click "API"
10
Click "New webhook"
11
Label the webhook and paste the webhook URL from Make into the Endpoint URL field
12
Click the "Events to send" field and select "client.created"
13
Click "Update"
14
Click "Confirm"
15
Add a new module, search, and then select “Airtable”
16
Click "Create a Record"
17
Click "Add"
18
Click the dropdown and select "Airtable OAuth"
19
Click the "Connection name" field type the name you want and then click save
20
If you are logged into Airtable a popup will appear. Click "Add a base" and select the base you would like
21
Click "Grant access"
22
Click here and select the base
23
Click here and select the table you want to add the information to
24
Click the input fields for the table and add the information you want from the client that was created
25
For example you can add their name if you have a column in your email for their name
26
And same for email
27
Once you are done Click "OK"
28
To save press [[control]] + [[s]] for PC or [[cmd]] + [[s]] for Mac
