How to find folders and create files in Dropbox when new files are uploaded for companies in Assembly (formerly Copilot)

This Zap will allow you to automate file syncing betweenAssembly (formerly Copilot) and Dropbox. This Zap is for finding existing folders and not folder creation. This Zap will work best if you have folders for each company that exactly match the company name inAssembly (formerly Copilot) This Zap has some steps that will error due to sample data, but if you follow this guide, you can test your Zap to see that it will run after publishing.

Allene Norton
72 steps
4 minutes

Zapier

Dropbox

Ada

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 "Copilot"

Click "Copilot"

Click the "*EventRequired" field.

Click "File Created"

Click "Continue"

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

Click "Continue"

Click "Test trigger"

Click "Continue"

Type "copilot"

Click "Copilot"

Click the "*EventRequired" field.

Click "Find a File Channel"

Click "Continue"

Click here.

Click "Channel ID"

Click "Choose value…"

Select "company".

Click "Continue"

Click "Test action"

*NOTE*: This step will error because the data coming from the trigger is a sample. Click "Skip Test" and test your Zap after publishing.

Click "Skip test"

Click this icon.

Type "copilot"

Click "Copilot"

Click the "*EventRequired" field.

Click "Find a Company"

Click "Continue"

Click here.

Click "2. Find a File Channel in Copilot"

Click "Membership Entity ID"

Click "Continue"

Click "Test action"

*NOTE*: This step will error because the data coming from the trigger is a sample. Click "Skip Test" and test your Zap after publishing.

Click "Skip test"

Click here.

Search for "Dropbox" and click "Dropbox".

Click the "*EventRequired" field.

Click "Find Folder"

Click "Continue"

Click "Choose value…"

Click "Custom"

Click here.

Type "/" to search the root of your Dropbox for the folder. To search another folder, select one from the list.

Click here.

Click "3. Find a Company in Copilot"

Click "Name"

Click "Continue"

Click "Test action"

Click this icon.

Type "dropbox" and select "Dropbox" as the app.

Click the "*EventRequired" field.

Click "Upload File"

Click "Continue"

Click "Choose value…"

Click "Custom"

Click here.

Click "ID".

Click here.

Click "1. File Created in Copilot"

Click "File"

Click here.

Click "1. File Created in Copilot"

Click "Name"

Click "Continue"

Click "Test action"

How to find folders and create files in Dropbox when new files are uploaded for companies in Assembly (formerly Copilot)

Allene Norton
72 steps
4 minutes

Zapier

Dropbox

Ada

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 "Copilot"

Click "Copilot"

Click the "*EventRequired" field.

Click "File Created"

Click "Continue"

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

Click "Continue"

Click "Test trigger"

Click "Continue"

Type "copilot"

Click "Copilot"

Click the "*EventRequired" field.

Click "Find a File Channel"

Click "Continue"

Click here.

Click "Channel ID"

Click "Choose value…"

Select "company".

Click "Continue"

Click "Test action"

*NOTE*: This step will error because the data coming from the trigger is a sample. Click "Skip Test" and test your Zap after publishing.

Click "Skip test"

Click this icon.

Type "copilot"

Click "Copilot"

Click the "*EventRequired" field.

Click "Find a Company"

Click "Continue"

Click here.

Click "2. Find a File Channel in Copilot"

Click "Membership Entity ID"

Click "Continue"

Click "Test action"

*NOTE*: This step will error because the data coming from the trigger is a sample. Click "Skip Test" and test your Zap after publishing.

Click "Skip test"

Click here.

Search for "Dropbox" and click "Dropbox".

Click the "*EventRequired" field.

Click "Find Folder"

Click "Continue"

Click "Choose value…"

Click "Custom"

Click here.

Type "/" to search the root of your Dropbox for the folder. To search another folder, select one from the list.

Click here.

Click "3. Find a Company in Copilot"

Click "Name"

Click "Continue"

Click "Test action"

Click this icon.

Type "dropbox" and select "Dropbox" as the app.

Click the "*EventRequired" field.

Click "Upload File"

Click "Continue"

Click "Choose value…"

Click "Custom"

Click here.

Click "ID".

Click here.

Click "1. File Created in Copilot"

Click "File"

Click here.

Click "1. File Created in Copilot"

Click "Name"

Click "Continue"

Click "Test action"