Assembly - formerly Copilot + Filter by Zapier

Send messages to clients in Assembly - formerly Copilot when new clients send Assembly - formerly Copilot messages

Are you looking for a way to automatically respond to messages from clients in Assembly - formerly Copilot? With this Zapier integration, you can streamline your messaging process and ensure your clients receive automated responses to their messages. Whenever a client user sends a message in Assembly - formerly Copilot, the Zap triggers and finds the corresponding message channel in Assembly - formerly Copilot based on the client ID. The Zap makes sure the message was sent from the client so that messages from internal users will not trigger this Zap. If the client exists, it sends your specified message to the client's message channel, simplifying your messaging workflow.

When this happens...
Message Sent
Triggers when a message gets sent in any channels belonging to the portal
TriggerInstant
automatically do this...
Find a Client
Search for a client by ID, email, or company.
ActionSearch
then do this...
Only continue if...
Set up rules to specify when this Zap can continue running.
ActionFilter
then do this!
Send Message
Create and send a message to a designated message channel.
ActionWrite

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Supported triggers and actions

List App Installs
Lists the app installs in a workspace.
Trigger
Polling
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Client Created
Triggers when a new client is created.
Trigger
Instant
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List Clients
Lists the clients.
Trigger
Polling
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Company Created
Triggers when a company gets created in the Copilot for the first time
Trigger
Instant
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Contract Signed
Triggers when a contract is signed.
Trigger
Instant
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List Custom Fields
Lists all available custom fields.
Trigger
Polling
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File Created
Triggers when a file gets created within a file channel
Trigger
Instant
Try It

- File Channel IdRequired
- Folder path
- Limit
Trigger
Polling
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Folder Created
Triggers when a folder gets created within a file channel
Trigger
Instant
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Folder Updated
Triggers when a folder gets updated within a file channel
Trigger
Instant
Try It
Internal User Created
Triggers when a new internal user is created.
Trigger
Instant
Try It
- Limit
Trigger
Polling
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Invoice Deleted
Triggers when an invoice is deleted
Trigger
Instant
Try It
Invoice Paid
Triggers when an invoice is paid
Trigger
Instant
Try It
Invoice Updated
Triggers when an invoice is updated
Trigger
Instant
Try It
List Invoice Templates
Lists the invoice templates.
Trigger
Polling
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Link Deleted
Triggers when a link gets deleted within a file channel
Trigger
Instant
Try It
Message Channel Created
Triggers when a new message channel is created.
Trigger
Instant
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- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual
- The ID of the client user
- Member ID
- Limit
Trigger
Polling
Try It
Message Sent
Triggers when a message gets sent in any channels belonging to the portal
Trigger
Instant
Try It
Note Deleted
Triggers when a note is deleted.
Trigger
Instant
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Note Updated
Triggers when a note is updated.
Trigger
Instant
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Payment Failed
Triggers when a payment is failed for an invoice
Trigger
Instant
Try It
Payment Succeeded
Triggers when a payment is successful for an invoice
Trigger
Instant
Try It
List Prices
Lists the prices.
Trigger
Polling
Try It
List Products
Lists the products.
Trigger
Polling
Try It
Subscription Canceled
Triggers when an subscription is canceled
Trigger
Instant
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List Subscriptions
Lists the subscriptions.
Trigger
Polling
Try It
Task Archived
Triggers when a task gets archived in your workspace.
Trigger
Instant
Try It
Task Created
Triggers when a task gets created in your workspace.
Trigger
Instant
Try It
- Limit
- Next Token
- Created By
- Parent Task ID
- Status
- Client ID
- Company ID
- Internal User ID
Trigger
Polling
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Task Updated
Triggers when a task gets updated in your workspace.
Trigger
Instant
Try It
- The ID of the App InstallRequired
- The type of the App ConnectionRequired
- The content of the App ConnectionRequired
- The company id of the App Connection
- The client ids to be part of the App Connection
Action
Write
- IDRequired
- Given name
- Family Name
- Company ID
- Send Invite?
Action
Write
- NameRequired
- Company IDRequired
Action
Write
- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual (Deprecated)
- IDs of all members in the channel
- Client ID
- Company ID
Action
Write
- Channel IDRequired
- PathRequired
Action
Write
- Recipient type
- Note
- Amount (in cents)
- Description
- QuantityRequired
- Note
- Product
- Note
- Price
- Days Until DueRequired
- Tax Percentage
- Memo
- Accept Payment Via Credit Card
- Accept Payment Via Bank Transfer
Action
Write
- Membership TypeRequired
- Entity ID - ID of the membership entity, e.g., ID of a company or individual client user (Deprecated).
- Member IDs - IDs of client members to be added to this channel
- Client ID
- Company ID
Action
Write
- Entity TypeRequired
- ID of the entity, e.g., ID of a company or client.Required
- TitleRequired
- Content
Action
Write
- Subscription
Action
Write
- Name
- Description
- Parent Task ID
- Client ID
- Company ID
- Internal User ID
- Status
- Due Date
- Template ID
Action
Write
- The ID of the App InstallRequired
- ClientId
- CompanyId
Action
Search
- ID
- Email
- Company ID
Action
Search
- Custom Field IDRequired
- Label
Action
Search
- The ID of the file to getRequired
Action
Search
- The ID of the internal user to get
Action
Search
- The ID of the note to retrieve.
Action
Search
- The ID of the Product to getRequired
Action
Search
- The ID of the task to getRequired
Action
Search
- The ID of the App InstallRequired
- ClientId
- The company id of the App Connection
- The type of the App ConnectionRequired
- The content of the App ConnectionRequired
- The client ids to be part of the App Connection
Action
Search or write
- The ID of the Company to get
- NameRequired
- Icon Image URL
Action
Search or write
- The ID of the file to getRequired
- Channel IDRequired
- PathRequired
- File ContentRequired
Action
Search or write
- The ID of the note to retrieve.
- Entity TypeRequired
- ID of the entity, e.g., ID of a company or client.Required
- TitleRequired
- Content
Action
Search or write
- The ID of the task to getRequired
- Name
- Description
- Parent Task ID
- Client ID
- Company ID
- Internal User ID
- Status
- Due Date
- Template ID
Action
Search or write

Client Activated
Triggers when a client authenticates in the Copilot for the first time
Trigger
Instant
Try It
Client Custom Fields Updated
Triggers only when a client user has updates to custom fields.
Trigger
Instant
Try It
Client Updated
High-frequency trigger for each client user update.
Trigger
Instant
Try It
- Query param to filter placeholder companies
Trigger
Polling
Try It
Contract Requested
Triggers when a contract is assigned to a client.
Trigger
Instant
Try It
- Custom Field IDRequired
Trigger
Polling
Try It
File Deleted
Triggers when a file has been deleted within a file channel
Trigger
Instant
Try It
File Updated
Triggers when a file has been updated within a file channel
Trigger
Instant
Try It
Folder Deleted
Triggers when a folder gets deleted within a file channel
Trigger
Instant
Try It
- Form IDRequired
Trigger
Instant
Try It
Internal User Deleted
Triggers when an internal user is deleted.
Trigger
Instant
Try It
Invoice Created
Triggers when an invoice is created
Trigger
Instant
Try It
List Invoices
Lists the invoices.
Trigger
Polling
Try It
Invoice Sent
Triggers when an invoice is sent
Trigger
Instant
Try It
Invoice Voided
Triggers when an invoice is voided
Trigger
Instant
Try It
Link Created
Triggers when a link gets created within a file channel
Trigger
Instant
Try It
Link Updated
Triggers when a link gets updated within a file channel
Trigger
Instant
Try It
Message Channel Deleted
Triggers when a message channel is deleted.
Trigger
Instant
Try It
- Channel ID
- Limit
Trigger
Polling
Try It
Note Created
Triggers when a new note is created.
Trigger
Instant
Try It
- Entity Type
- The ID of the entity assigned to the note. E.g. ID of a client or company.
- Limit
Trigger
Polling
Try It
- Recipient ID
Trigger
Instant
Try It
List Payments
Lists the payments.
Trigger
Polling
Try It
Price Created
Triggers when a price is created
Trigger
Instant
Try It
Product Created
Triggers when a product is created
Trigger
Instant
Try It
Product Updated
Triggers when a product is updated
Trigger
Instant
Try It
Subscription Created
Triggers when an subscription is created
Trigger
Instant
Try It
List Subscription Templates
Lists the subscription templates.
Trigger
Polling
Try It
Task Completed
Triggers when a task gets completed in your workspace.
Trigger
Instant
Try It
Task Deleted
Triggers when a task gets deleted in your workspace.
Trigger
Instant
Try It
- Limit
- Next Token
Trigger
Polling
Try It
List Workspace
List the workspace associated with the portal
Trigger
Polling
Try It
- EmailRequired
- Given nameRequired
- Family NameRequired
- Company ID
- Send Invite?
Action
Write
- NameRequired
- Icon Image URL
Action
Write
- Contract Template ID
- Recipient ID (Deprecated)
- Client ID
- Company ID
Action
Write
- Channel IDRequired
- PathRequired
- File ContentRequired
Action
Write
- Recipient ID (Deprecated)
- Form IDRequired
- Client ID
- Company ID
Action
Write
- Channel IDRequired
- PathRequired
- Link urlRequired
Action
Write
- The text content of the messageRequired
- The Id of the target message channelRequired
- (Optional) The Id of the client who is the author of the message
Action
Write
- TitleRequired
- ContentRequired
- Note IDRequired
Action
Write
- Recipient type
- Prompt
- Amount (in cents)
- Description
- QuantityRequired
- Prompt Product
- Product
- Price Prompt
- Price
- Days Until DueRequired
- Interval
- Tax Percentage
- Memo
- Accept Payment Via Credit Card
- Accept Payment Via Bank Transfer
Action
Write
- Name
- Description
- Client ID
- Company ID
- Internal User ID
- Status
- Due Date
- Is Archived
Action
Write
- IDRequired
Action
Search
- The ID of the Company to get
- Name
Action
Search
- The ID of the file channel to get
- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual
- Member ID
- Client ID
- Company ID
Action
Search
- The ID of the Form to getRequired
Action
Search
- The ID of the message channel to get
- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual
- The ID of the client user
- Member ID
- Limit
Action
Search
- The ID of the Price to getRequired
Action
Search
- The ID of the Subscription to getRequired
Action
Search
- The ID of the task template to getRequired
Action
Search
- ID
- EmailRequired
- Company ID
- Given nameRequired
- Family NameRequired
- Send Invite?
Action
Search or write
- The ID of the file channel to get
- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual (Deprecated)
- Member ID
- Client ID
- Company ID
- IDs of all members in the channel
Action
Search or write
- The ID of the message channel to get
- Membership TypeRequired
- Entity ID - ID of the membership entity, e.g., ID of a company or individual client user (Deprecated).
- Client ID
- Member ID
- Limit
- Member IDs - IDs of client members to be added to this channel
- Company ID
Action
Search or write
- The ID of the Subscription to getRequired
- Recipient type
- Prompt
- Amount (in cents)
- Description
- QuantityRequired
- Prompt Product
- Product
- Price Prompt
- Price
- Days Until DueRequired
- Interval
- Tax Percentage
- Memo
- Accept Payment Via Credit Card
- Accept Payment Via Bank Transfer
Action
Search or write
- Only continue if...Required
Action
Filter

About Assembly - formerly Copilot

Assembly - formerly Copilot is a complete client communication and management solution that offers a branded and streamlined experience to businesses.

Learn more

Related categories

CRM (Customer Relationship Management)

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

Learn more

Related categories

Related Zap Templates

Forward new Assembly - formerly Copilot client messages to Slack channels

Forward new Assembly - formerly Copilot internal user messages to a Slack channel

Assembly - formerly Copilot + Filter by Zapier

Send messages to clients in Assembly - formerly Copilot when new clients send Assembly - formerly Copilot messages

List App Installs

Client Created

List Clients

Company Created

Contract Signed

List Custom Fields

File Created

List Files

Folder Created

Folder Updated

Internal User Created

List Internal Users

Invoice Deleted

Invoice Paid

Invoice Updated

List Invoice Templates

Link Deleted

Message Channel Created

List Message Channels

Message Sent

Note Deleted

Note Updated

Payment Failed

Payment Succeeded

List Prices

List Products

Subscription Canceled

List Subscriptions

Task Archived

Task Created

List Tasks

Task Updated

Create App Connection

Update Client

Update Company

Create File Channel

Create Folder

Create Invoice

Create Message Channel

Create Note

Cancel Subscription

Create Task

Find App Connection

Find a Client

Find a Custom Field Option

Find a File

Find an Internal User

Find a Note

Find a Product

Find a Task

Find or Create AppConnection

Find or Create Company

Find or Create file

Find or Create Note

Find or Create Task

Client Activated

Client Custom Fields Updated

Client Updated

List Companies

Contract Requested

List Custom Field Options

File Deleted

File Updated

Folder Deleted

Form Response Completed

Internal User Deleted

Invoice Created

List Invoices

Invoice Sent

Invoice Voided

Link Created

Link Updated

Message Channel Deleted

List Messages

Note Created

List Notes

Notification Created

List Payments