Update clients in Assembly (formerly Copilot) from new Typeform submissions
Allene Norton
38 steps
2 minutes
Make
Typeform
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 "Typeform"
3
Click "Watch Responses"
4
Click "Create a webhook"
5
Click the dropdown
6
Select the form you want to use to update clients in Copilot
7
Click "Save"
8
Click "OK"
9
Add a new module and select “Copilot”
10
Click "List Clients"
11
Click here.
12
Click "Email"
This step requires you to have identifying information about the client in your form. We recommend email but you can also use Given or Family name.
13
Click "OK"
Steps 14 - 21 are optional. Only use this if you need to find a tag in Copilot based on a field in your Typeform
14
Add a new module and select “Copilot”
15
Click "Retrieve Custom Field Options"
16
Click here.
17
Click the dropdown
18
Click the custom field containing the tags you wish to update
19
Click here.
20
Click "Tag Value"
21
Click "OK"
If you're not updating tags in Copilot, continue from this step
22
Add a new module and select “Copilot”
23
Click "Update a Client"
24
Click here.
25
Click "ID"
26
Click here.
27
Click "Given Name"
28
Click here.
29
Click "Family Name"
30
You can also update custom fields from your Jotform. Here we're showing an example of updating Address, URL, and Tags.
31
Click "Website URL"
32
Click here.
33
Click "Address"
34
Click here to enable you to map data from the Retrieve Custom Field Options step (if using this form to update tags)
35
Click here.
36
Click here.
37
Click "ID"
38
Click "OK"
Update clients in Assembly (formerly Copilot) from new Typeform submissions
Allene Norton
38 steps
2 minutes
Make
Typeform
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 "Typeform"
3
Click "Watch Responses"
4
Click "Create a webhook"
5
Click the dropdown
6
Select the form you want to use to update clients in Copilot
7
Click "Save"
8
Click "OK"
9
Add a new module and select “Copilot”
10
Click "List Clients"
11
Click here.
12
Click "Email"
This step requires you to have identifying information about the client in your form. We recommend email but you can also use Given or Family name.
13
Click "OK"
Steps 14 - 21 are optional. Only use this if you need to find a tag in Copilot based on a field in your Typeform
14
Add a new module and select “Copilot”
15
Click "Retrieve Custom Field Options"
16
Click here.
17
Click the dropdown
18
Click the custom field containing the tags you wish to update
19
Click here.
20
Click "Tag Value"
21
Click "OK"
If you're not updating tags in Copilot, continue from this step
22
Add a new module and select “Copilot”
23
Click "Update a Client"
24
Click here.
25
Click "ID"
26
Click here.
27
Click "Given Name"
28
Click here.
29
Click "Family Name"
30
You can also update custom fields from your Jotform. Here we're showing an example of updating Address, URL, and Tags.
31
Click "Website URL"
32
Click here.
33
Click "Address"
34
Click here to enable you to map data from the Retrieve Custom Field Options step (if using this form to update tags)
35
Click here.
36
Click here.
37
Click "ID"
38
Click "OK"
