How to upload a signed contract from Assembly (formerly Copilot) to a client file channel
Véronique Cadet
47 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.
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 "Find a File Channel"
18
Click "Continue"
19
Click "Continue"
20
Click "Choose value…"
21
Click "individual"
22
Click here
23
Click "Recipient ID"
24
Click "Continue"
25
Click "Test step"
26
Click here
27
Click the "Search…" field.
28
Type "Copilot"
29
Click "Copilot"
30
Click the "\*EventRequired" field
31
Click "Create File"
32
Click "Continue"
33
Click "Continue"
34
Click "Choose value…"
35
Click "Custom"
36
Click "2. Find a File Channel in Copilot"
37
Click "ID"
38
Click here.
39
Click "1. Contract Signed in Copilot"
40
Click "Contract Name"
41
Type ".pdf"
42
Click here.
43
Click "1. Contract Signed in Copilot"
44
Click "Signed file url"
45
Click "Continue"
46
Click "Test step"
47
Click "Publish"
How to upload a signed contract from Assembly (formerly Copilot) to a client file channel
Véronique Cadet
47 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.
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 "Find a File Channel"
18
Click "Continue"
19
Click "Continue"
20
Click "Choose value…"
21
Click "individual"
22
Click here
23
Click "Recipient ID"
24
Click "Continue"
25
Click "Test step"
26
Click here
27
Click the "Search…" field.
28
Type "Copilot"
29
Click "Copilot"
30
Click the "\*EventRequired" field
31
Click "Create File"
32
Click "Continue"
33
Click "Continue"
34
Click "Choose value…"
35
Click "Custom"
36
Click "2. Find a File Channel in Copilot"
37
Click "ID"
38
Click here.
39
Click "1. Contract Signed in Copilot"
40
Click "Contract Name"
41
Type ".pdf"
42
Click here.
43
Click "1. Contract Signed in Copilot"
44
Click "Signed file url"
45
Click "Continue"
46
Click "Test step"
47
Click "Publish"
