How to update a client in Assembly (formerly Copilot) after a contract is signed
Véronique Cadet
33 steps
2 minutes
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 Signed Contracts"
4
Click "Add" or "Create a webhook"
5
Name your Webhook
6
Select or add your Copilot account then click "Save"
7
Click "Copy address to clipboard"
8
In a new tab go to the Copilot Dashboard
9
Click "Settings"
10
Click "API"
11
Click "New webhook"
12
Label the webhook and paste the webhook URL from Make into the Endpoint URL field
13
Click the "Events to send" field.
14
Click "contract.signed"
15
Click "Update"
16
Click "Confirm"
17
Click "OK"
18
Add a new module and select “Copilot”
19
Click "Retrieve a Client"
20
Click here.
21
Click "Recipient ID"
22
Click "OK"
23
Add a new module and select “Copilot”
24
Click "Update a Client"
25
Click here
26
Click "ID"
27
Click here
28
Click "Given Name"
29
Click here
30
Click "Family Name"
31
You can update anything you want for your client. Our example is showing how to update a tag. Click the tag you would want to add such as "Contract Signed"
32
Click "OK"
33
To save press **[[control]]** + **[[s]]** for PC or **[[cmd]]** + **[[s]]** for Mac
How to update a client in Assembly (formerly Copilot) after a contract is signed
Véronique Cadet
33 steps
2 minutes
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 Signed Contracts"
4
Click "Add" or "Create a webhook"
5
Name your Webhook
6
Select or add your Copilot account then click "Save"
7
Click "Copy address to clipboard"
8
In a new tab go to the Copilot Dashboard
9
Click "Settings"
10
Click "API"
11
Click "New webhook"
12
Label the webhook and paste the webhook URL from Make into the Endpoint URL field
13
Click the "Events to send" field.
14
Click "contract.signed"
15
Click "Update"
16
Click "Confirm"
17
Click "OK"
18
Add a new module and select “Copilot”
19
Click "Retrieve a Client"
20
Click here.
21
Click "Recipient ID"
22
Click "OK"
23
Add a new module and select “Copilot”
24
Click "Update a Client"
25
Click here
26
Click "ID"
27
Click here
28
Click "Given Name"
29
Click here
30
Click "Family Name"
31
You can update anything you want for your client. Our example is showing how to update a tag. Click the tag you would want to add such as "Contract Signed"
32
Click "OK"
33
To save press **[[control]]** + **[[s]]** for PC or **[[cmd]]** + **[[s]]** for Mac
