How to send a contract after a form is completed in Assembly (formerly Copilot)
Véronique Cadet
30 steps
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 here
3
Click the "Search…" field.
4
Type "Copilot"
5
Click "Copilot"
6
Click the "*EventRequired" field.
7
Click "Form Response Completed"
8
Click "Continue"
9
Click "Choose" to select your connected Copilot account, or connect a new one.
10
Click "Continue"
11
Click "Choose value…"
12
Select the form you want
13
Click "Continue"
14
Click "Test trigger"
15
Click "Continue with selected record"
16
Click the "Search…" field.
17
Type "Copilot"
18
Click "Copilot"
19
Click the "\*EventRequired" field
20
Click "Create Contract"
21
Click "Continue"
22
Click "Continue"
23
Click "Choose value…"
24
Select the contract you want
25
Click "Choose value…"
26
Click "Custom"
27
Click "Client ID"
28
Click "Continue"
29
Click "Test step"
30
Click "Publish"
How to send a contract after a form is completed in Assembly (formerly Copilot)
Véronique Cadet
30 steps
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 here
3
Click the "Search…" field.
4
Type "Copilot"
5
Click "Copilot"
6
Click the "*EventRequired" field.
7
Click "Form Response Completed"
8
Click "Continue"
9
Click "Choose" to select your connected Copilot account, or connect a new one.
10
Click "Continue"
11
Click "Choose value…"
12
Select the form you want
13
Click "Continue"
14
Click "Test trigger"
15
Click "Continue with selected record"
16
Click the "Search…" field.
17
Type "Copilot"
18
Click "Copilot"
19
Click the "\*EventRequired" field
20
Click "Create Contract"
21
Click "Continue"
22
Click "Continue"
23
Click "Choose value…"
24
Select the contract you want
25
Click "Choose value…"
26
Click "Custom"
27
Click "Client ID"
28
Click "Continue"
29
Click "Test step"
30
Click "Publish"
