How to upload a signed contract from Assembly (formerly Copilot) to a company file channel
Véronique Cadet
58 steps
3 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.
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Type "Copilot"
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Click "Copilot"
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Click the "*EventRequired" field.
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Click "Contract Signed"
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Click "Continue"
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Click "Choose" to select your connected Copilot account, or connect a new one.
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Click "Continue"
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Click "Test trigger"
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Click "Continue with selected record"
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Click the "Search…" field.
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Type "Copilot"
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Click "Copilot"
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Click the "*EventRequired" field.
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Click "Find a Client"
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Click "Continue"
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Click "Continue"
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Click here.
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Click "Recipient ID"
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Click "Continue"
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Click "Test step"
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Click the "Search…" field.
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Type "Copilot"
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Click "Copilot"
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Click the "*EventRequired" field.
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Click "Find a File Channel"
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Click "Continue"
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Click "Continue"
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Click "Choose value…"
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Click this icon.
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Click here.
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Click "2. Find a Client in Copilot"
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Click "Company ID"
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Click "Continue"
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Click "Test step"
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Click the "Search…" field.
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Type "Copilot"
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Click "Copilot"
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Click the "*EventRequired" field.
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Click "Create File"
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Click "Continue"
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Click "Continue"
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Click "Choose value…"
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Click "Custom"
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Click "3. Find a File Channel in Copilot"
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Click "ID"
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Click here.
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Click "1. Contract Signed in Copilot"
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Click "Contract Name"
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Type ".pdf"
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Click here.
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Click "1. Contract Signed in Copilot"
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Click "Signed file url"
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Click "Continue"
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Click "Test step"
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Click "Publish"
