How to upload files submitted to a Assembly (formerly Copilot) Form to a Assembly (formerly Copilot) Client File Channel
Allene Norton
64 steps
4 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
Navigate to your Make account and create a new scenario
2
Click here.
3
Type "Copilot"
4
Click "Copilot"
5
Search for "form"
6
Select "Watch Completed Forms"
7
Click "Add" to add a webhook
8
Click the "Webhook name" field.
9
Name your webhook
10
Select or add your Copilot account connection
11
Click here.
12
Select the form you want to use for this trigger
13
Click "Save"
14
Click "Copy address to clipboard"
15
Click "OK"
16
Switch to your Copilot Dashboard
17
Click "Settings"
18
Click "API"
19
Click "New webhook"
20
Label your webhook
21
Paste the copied webhook URL here
22
Click the dropdown here
23
Search for "form"
24
Click "formResponse.completed"
25
Click "Update"
26
Click "Confirm"
27
Click "Go back"
28
Click "Forms"
29
Navigate to the form you're using for this automation
30
Click "Share form"
31
Share the form with your test client
32
Click "Send form"
33
Switch back to your Make scenario to test the trigger
34
Right-click here.
35
Click "Run this module only"
36
Go back to your Copilot Dashboard and click "Open Portal"
37
Log in as your test client and click "Forms"
38
Click "Respond"
39
Submit your file to the form
40
Click "Submit"
41
Switch back to your Make scenario. The trigger should have run successfully and you can use the data to complete the remaining steps.
42
Add a new module and select "Copilot"
43
Search for "file"
44
Select "List File Channels"
45
Select your connected Copilot account
46
Click here.
47
Click "Client ID"
48
Click "OK"
49
Add a new module and select "Copilot"
50
Search for "file"
51
Click here.
52
Click here.
53
Click "ID"
54
Click here.
55
Click here.
56
Locate the form field the file was uploaded to
57
Expand the "answer" data
58
Click the name of the file uploaded to the form
59
Click "Map"
60
Click here.
61
Click here.
62
Click the attachment URL of the file to upload
63
Click "OK"
64
Re-test the scenario by clicking 'Run Once' and submitting a new form as your test client. The automation should run successfully and the file should now be created in their Copilot file channel.
How to upload files submitted to a Assembly (formerly Copilot) Form to a Assembly (formerly Copilot) Client File Channel
Allene Norton
64 steps
4 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
Navigate to your Make account and create a new scenario
2
Click here.
3
Type "Copilot"
4
Click "Copilot"
5
Search for "form"
6
Select "Watch Completed Forms"
7
Click "Add" to add a webhook
8
Click the "Webhook name" field.
9
Name your webhook
10
Select or add your Copilot account connection
11
Click here.
12
Select the form you want to use for this trigger
13
Click "Save"
14
Click "Copy address to clipboard"
15
Click "OK"
16
Switch to your Copilot Dashboard
17
Click "Settings"
18
Click "API"
19
Click "New webhook"
20
Label your webhook
21
Paste the copied webhook URL here
22
Click the dropdown here
23
Search for "form"
24
Click "formResponse.completed"
25
Click "Update"
26
Click "Confirm"
27
Click "Go back"
28
Click "Forms"
29
Navigate to the form you're using for this automation
30
Click "Share form"
31
Share the form with your test client
32
Click "Send form"
33
Switch back to your Make scenario to test the trigger
34
Right-click here.
35
Click "Run this module only"
36
Go back to your Copilot Dashboard and click "Open Portal"
37
Log in as your test client and click "Forms"
38
Click "Respond"
39
Submit your file to the form
40
Click "Submit"
41
Switch back to your Make scenario. The trigger should have run successfully and you can use the data to complete the remaining steps.
42
Add a new module and select "Copilot"
43
Search for "file"
44
Select "List File Channels"
45
Select your connected Copilot account
46
Click here.
47
Click "Client ID"
48
Click "OK"
49
Add a new module and select "Copilot"
50
Search for "file"
51
Click here.
52
Click here.
53
Click "ID"
54
Click here.
55
Click here.
56
Locate the form field the file was uploaded to
57
Expand the "answer" data
58
Click the name of the file uploaded to the form
59
Click "Map"
60
Click here.
61
Click here.
62
Click the attachment URL of the file to upload
63
Click "OK"
64
Re-test the scenario by clicking 'Run Once' and submitting a new form as your test client. The automation should run successfully and the file should now be created in their Copilot file channel.
