How to upload a signed contract from Assembly (formerly Copilot) to a client file channel
Véronique Cadet
44 steps
3 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
Select or add your Copilot Account
6
Name your webhook
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 File Channels"
25
Click the dropdown
26
Click "Individual"
27
Click here
28
Click "Recipient ID"
29
Click "OK"
30
Add a new module, search and select “HTTP”
31
Click "Get a file"
32
Click here
33
Click "Signed File URL"
34
Click "OK"
35
Add a new module and select “Copilot”
36
Click "Create a File"
37
Click here
38
Click "ID"
39
Click here.
40
Click "Name"
41
Type ".pdf"
42
Click "HTTP - Get a file"
43
Click "OK"
44
To save press **[[control]]** + **[[s]]** for PC or **[[cmd]]** + **[[s]]** for Mac
How to upload a signed contract from Assembly (formerly Copilot) to a client file channel
Véronique Cadet
44 steps
3 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
Select or add your Copilot Account
6
Name your webhook
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 File Channels"
25
Click the dropdown
26
Click "Individual"
27
Click here
28
Click "Recipient ID"
29
Click "OK"
30
Add a new module, search and select “HTTP”
31
Click "Get a file"
32
Click here
33
Click "Signed File URL"
34
Click "OK"
35
Add a new module and select “Copilot”
36
Click "Create a File"
37
Click here
38
Click "ID"
39
Click here.
40
Click "Name"
41
Type ".pdf"
42
Click "HTTP - Get a file"
43
Click "OK"
44
To save press **[[control]]** + **[[s]]** for PC or **[[cmd]]** + **[[s]]** for Mac
