How to send a message to a client in Assembly (formerly Copilot) after a contract is signed
Véronique Cadet
44 steps
2 minutes
Zapier
Copilot
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 "Contract Signed"
8
Click "Continue"
9
Click "Choose" to select your connected Copilot account, or connect a new one
10
Click "Continue"
11
Click "Test trigger"
12
Click "Continue with selected record"
13
Click the "Search…" field
14
Type "Copilot"
15
Click "Copilot"
16
Click the "\*EventRequired" field
17
Click "Find a Message Channel"
18
Click "Continue"
19
Click "Continue"
20
Click "Choose value…"
21
Click "individual"
22
Click here
23
Click "Recipient ID"
24
Click "Continue"
25
Click "Test step"
26
Add another step and click the "Search…" field
27
Type "Copilot"
28
Click "Copilot"
29
Click the "\*EventRequired" field
30
Click "Send Message"
31
Click "Continue"
32
Click "Continue"
33
Click here
34
Type the message you want to send
35
You can use information from the signed contract
36
Such as "Contract Name"
37
And "Submission Date"
38
Click "Choose value…"
39
Click "Custom"
40
Click "2. Find a Message Channel in Copilot"
41
Click "ID"
42
Click "Continue"
43
Click "Test step"
44
Click "Publish"
How to send a message to a client in Assembly (formerly Copilot) after a contract is signed
Véronique Cadet
44 steps
2 minutes
Zapier
Copilot
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 "Contract Signed"
8
Click "Continue"
9
Click "Choose" to select your connected Copilot account, or connect a new one
10
Click "Continue"
11
Click "Test trigger"
12
Click "Continue with selected record"
13
Click the "Search…" field
14
Type "Copilot"
15
Click "Copilot"
16
Click the "\*EventRequired" field
17
Click "Find a Message Channel"
18
Click "Continue"
19
Click "Continue"
20
Click "Choose value…"
21
Click "individual"
22
Click here
23
Click "Recipient ID"
24
Click "Continue"
25
Click "Test step"
26
Add another step and click the "Search…" field
27
Type "Copilot"
28
Click "Copilot"
29
Click the "\*EventRequired" field
30
Click "Send Message"
31
Click "Continue"
32
Click "Continue"
33
Click here
34
Type the message you want to send
35
You can use information from the signed contract
36
Such as "Contract Name"
37
And "Submission Date"
38
Click "Choose value…"
39
Click "Custom"
40
Click "2. Find a Message Channel in Copilot"
41
Click "ID"
42
Click "Continue"
43
Click "Test step"
44
Click "Publish"
