How to send a contract after a form is completed in Assembly (formerly Copilot)
Véronique Cadet
33 steps
3 minutes
Make
1
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.
2
Create a new scenario in Make
3
Click the + button to add a trigger. Search for and select "Copilot"
4
Click "Watch Completed Forms"
5
Click "Add" or "Create a webhook"
6
Select or add your Copilot account
7
Click here
8
Select the form you want to watch
9
Click "Save"
10
Click "Copy address to clipboard"
11
In a new tab go to the Copilot Dashboard
12
Click "Settings"
13
Click "API"
14
Click "New webhook"
15
Label the webhook and paste the webhook URL from Make into the Endpoint URL field
16
Click the "Events to send" field
17
Click "form_response.completed"
18
Click "Update"
19
Click "Confirm"
20
Click "OK"
21
Now it's time to test the trigger by submitting the form as your test client. Right-click here
22
Click "Run this module only"
23
In your Copilot Dashboard, assign a form for this trigger to your test client and fill it out
24
Back in Make, you should see that the trigger ran successfully
25
Add a new module and select “Copilot”
26
Click "Send a Contract"
27
Click here
28
Click here
29
Select the contract you want to send
30
Click here
31
Click "Client ID"
32
Click "OK"
33
To save press **[[control]]** + **[[s]]** for PC or **[[cmd]]** + **[[s]]** for Mac
How to send a contract after a form is completed in Assembly (formerly Copilot)
Véronique Cadet
33 steps
3 minutes
Make
1
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.
2
Create a new scenario in Make
3
Click the + button to add a trigger. Search for and select "Copilot"
4
Click "Watch Completed Forms"
5
Click "Add" or "Create a webhook"
6
Select or add your Copilot account
7
Click here
8
Select the form you want to watch
9
Click "Save"
10
Click "Copy address to clipboard"
11
In a new tab go to the Copilot Dashboard
12
Click "Settings"
13
Click "API"
14
Click "New webhook"
15
Label the webhook and paste the webhook URL from Make into the Endpoint URL field
16
Click the "Events to send" field
17
Click "form_response.completed"
18
Click "Update"
19
Click "Confirm"
20
Click "OK"
21
Now it's time to test the trigger by submitting the form as your test client. Right-click here
22
Click "Run this module only"
23
In your Copilot Dashboard, assign a form for this trigger to your test client and fill it out
24
Back in Make, you should see that the trigger ran successfully
25
Add a new module and select “Copilot”
26
Click "Send a Contract"
27
Click here
28
Click here
29
Select the contract you want to send
30
Click here
31
Click "Client ID"
32
Click "OK"
33
To save press **[[control]]** + **[[s]]** for PC or **[[cmd]]** + **[[s]]** for Mac
