How to send a message to a client in Assembly (formerly Copilot) after a contract is signed
Véronique Cadet
38 steps
3 minutes
Copilot
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 Signed Contracts"
4
Click "Add" or "Create a webhook"
5
Click the "Webhook name" field and name your webhook
6
Select or add your Copilot Account
7
Click "Save"
8
Click "Copy address to clipboard"
9
In a new tab go to the Copilot Dashboard
10
Click "Settings"
11
Click "API"
12
Click "New webhook"
13
Label the webhook and paste the webhook URL from Make into the Endpoint URL field
14
Click the "Events to send" field
15
Click "contract.signed"
16
Click "Update"
17
Click "Confirm"
18
Click "OK"
19
Now it's time to test the trigger by submitting the form as your test client. Right-click here
20
Click "Run this module only"
21
In your Copilot Dashboard, assign a contract for this trigger to your test client and sign in
22
Back in Make, you should see that the trigger ran successfully
23
Add a new module and select “Copilot”
24
Click "List Message Channels"
25
Click here.
26
Click "Individual"
27
Click here
28
Click "Recipient ID"
29
Click "OK"
30
Add a new module and select “Copilot”
31
Click "Send a Message"
32
Click here and the type the message you want to send to the client
33
You can use information from the contract such as the name of the contract
34
Click here
35
Click "ID"
36
If you want to have the message come from a specific Internal User, you would need to add a step before module this to retrieve an Internal User. If nothing is added here it will come from the Internal User who generated the API key.
37
Click "OK"
38
To save press **[[control]]** + **[[s]]** for PC or **[[cmd]]** + **[[s]]** for Mac
How to send a message to a client in Assembly (formerly Copilot) after a contract is signed
Véronique Cadet
38 steps
3 minutes
Copilot
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 Signed Contracts"
4
Click "Add" or "Create a webhook"
5
Click the "Webhook name" field and name your webhook
6
Select or add your Copilot Account
7
Click "Save"
8
Click "Copy address to clipboard"
9
In a new tab go to the Copilot Dashboard
10
Click "Settings"
11
Click "API"
12
Click "New webhook"
13
Label the webhook and paste the webhook URL from Make into the Endpoint URL field
14
Click the "Events to send" field
15
Click "contract.signed"
16
Click "Update"
17
Click "Confirm"
18
Click "OK"
19
Now it's time to test the trigger by submitting the form as your test client. Right-click here
20
Click "Run this module only"
21
In your Copilot Dashboard, assign a contract for this trigger to your test client and sign in
22
Back in Make, you should see that the trigger ran successfully
23
Add a new module and select “Copilot”
24
Click "List Message Channels"
25
Click here.
26
Click "Individual"
27
Click here
28
Click "Recipient ID"
29
Click "OK"
30
Add a new module and select “Copilot”
31
Click "Send a Message"
32
Click here and the type the message you want to send to the client
33
You can use information from the contract such as the name of the contract
34
Click here
35
Click "ID"
36
If you want to have the message come from a specific Internal User, you would need to add a step before module this to retrieve an Internal User. If nothing is added here it will come from the Internal User who generated the API key.
37
Click "OK"
38
To save press **[[control]]** + **[[s]]** for PC or **[[cmd]]** + **[[s]]** for Mac
