How to use Zapier to automate form assignment to newly activated Assembly (formerly Copilot) clients
Allene Norton
26 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
Got to your Zapier dashboard and click "+ Create Zap"
2
Click the "Search…" field.
3
Type "Copilot"
4
Click "Latest"
5
Click here.
6
Click "Client Activated"
7
Click "Continue"
8
Click "Choose" to choose your connected Copilot account. If you don't already have your Copilot account connected to Zapier, you can connect it here. See this article to learn how to generate your API key: [https://support.copilot.com/hc/en-us/articles/16199458394395-How-do-I-create-my-API-key-](https://support.copilot.com/hc/en-us/articles/16199458394395-How-do-I-create-my-API-key-)
9
Click "Continue"
10
Click here.
11
Click "Test trigger"
12
Click "Continue with selected record"
13
Type "Copilot"
14
Click "Copilot"
15
Click here.
16
Click "Request Form Responses"
17
Click "Continue"
18
Click "Continue"
19
Click "Choose value…"
20
Click "Custom"
21
Click "ID"
22
Click "Choose value…"
23
Choose the form you wish to assign to new clients.
24
Click "Continue"
25
Click "Test action"
26
Click "Publish"
How to use Zapier to automate form assignment to newly activated Assembly (formerly Copilot) clients
Allene Norton
26 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
Got to your Zapier dashboard and click "+ Create Zap"
2
Click the "Search…" field.
3
Type "Copilot"
4
Click "Latest"
5
Click here.
6
Click "Client Activated"
7
Click "Continue"
8
Click "Choose" to choose your connected Copilot account. If you don't already have your Copilot account connected to Zapier, you can connect it here. See this article to learn how to generate your API key: [https://support.copilot.com/hc/en-us/articles/16199458394395-How-do-I-create-my-API-key-](https://support.copilot.com/hc/en-us/articles/16199458394395-How-do-I-create-my-API-key-)
9
Click "Continue"
10
Click here.
11
Click "Test trigger"
12
Click "Continue with selected record"
13
Type "Copilot"
14
Click "Copilot"
15
Click here.
16
Click "Request Form Responses"
17
Click "Continue"
18
Click "Continue"
19
Click "Choose value…"
20
Click "Custom"
21
Click "ID"
22
Click "Choose value…"
23
Choose the form you wish to assign to new clients.
24
Click "Continue"
25
Click "Test action"
26
Click "Publish"
