How to send a contract after a client is created in Assembly (formerly Copilot)
Véronique Cadet
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27 steps
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2 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
Navigate to your Zapier dashboard and click + Create to start creating your Zap.
2
Click "Trigger"
3
Click the "Search…" field.
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Type "Copilot"
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Click "Copilot"
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Click the "*EventRequired" field.
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Click "Client Created"
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Click "Continue"
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Click "Choose" to select your connected Copilot account, or connect a new one.
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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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Click the "Search…" field.
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Type "Copilot"
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Click "Copilot"
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Click the "*EventRequired" field.
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Click "Create Contract"
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Click "Continue"
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Click "Continue"
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Click "Contract Template ID"
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Click the name of the contract you want to send
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Click "Choose value…"
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Click "Custom"
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Click "ID"
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Click "Continue"
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Click "Test step"
27
Click "Publish"
