How to update a client in Assembly (formerly Copilot)after a contract is signed
Véronique Cadet
27 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 "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 "Update Client"
18
Click "Continue"
19
Click "Continue"
20
Click "Choose value…"
21
Click "Custom"
22
Click "Recipient ID"
23
You can update anything you want for your client. Our example is showing how to update a tag. Click "Choose value…"
24
Click the tag you would like to update
25
Click "Continue"
26
Click "Test step"
27
Click "Publish"
How to update a client in Assembly (formerly Copilot)after a contract is signed
Véronique Cadet
27 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 "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 "Update Client"
18
Click "Continue"
19
Click "Continue"
20
Click "Choose value…"
21
Click "Custom"
22
Click "Recipient ID"
23
You can update anything you want for your client. Our example is showing how to update a tag. Click "Choose value…"
24
Click the tag you would like to update
25
Click "Continue"
26
Click "Test step"
27
Click "Publish"
