How to send a contract after a client is created in Assembly (formerly Copilot)
Véronique Cadet
26 steps
57 seconds
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 ClientsINSTANTACID"
4
Click "Add" or "Create a webhook"
5
Name your webhook (optional) and click "Save"
6
Click "Copy address to clipboard"
7
In a new tab, go to your Copilot Dashboard
8
Click "Settings"
9
Click "API"
10
Click "New webhook"
11
Label your webhook in Copilot and paste the webhook URL from Make
12
Click the "Events to send" field
13
Click "client.created"
14
Click "Update"
15
Click "Confirm"
16
Click "OK"
17
Add a new module and select “Copilot”
18
Click "Send a Contract"
19
Click here
20
Click here to turn off mapping
21
Click the dropdown
22
Select the contract you want to send
23
Click here.
24
Click "Id"
25
Click "OK"
26
To save press **[[control]]** + **[[s]]** for PC or **[[cmd]]** + **[[s]]** for Mac
How to send a contract after a client is created in Assembly (formerly Copilot)
Véronique Cadet
26 steps
57 seconds
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 ClientsINSTANTACID"
4
Click "Add" or "Create a webhook"
5
Name your webhook (optional) and click "Save"
6
Click "Copy address to clipboard"
7
In a new tab, go to your Copilot Dashboard
8
Click "Settings"
9
Click "API"
10
Click "New webhook"
11
Label your webhook in Copilot and paste the webhook URL from Make
12
Click the "Events to send" field
13
Click "client.created"
14
Click "Update"
15
Click "Confirm"
16
Click "OK"
17
Add a new module and select “Copilot”
18
Click "Send a Contract"
19
Click here
20
Click here to turn off mapping
21
Click the dropdown
22
Select the contract you want to send
23
Click here.
24
Click "Id"
25
Click "OK"
26
To save press **[[control]]** + **[[s]]** for PC or **[[cmd]]** + **[[s]]** for Mac
