Assembly - formerly Copilot Integrations

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Do more with Assembly - formerly Copilot integrations

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Jotform

Forms & Surveys

Google Drive

File Management & Storage, Google

Google Sheets

Google, Spreadsheets

monday.com

Project Management

Typeform

Forms & Surveys

Amazon Alexa

Amazon, Devices

ClickUp

Project Management

Stripe

Payment Processing

Airtable

Databases

Jotform

Forms & Surveys

Google Drive

File Management & Storage, Google

Google Sheets

Google, Spreadsheets

monday.com

Project Management

Typeform

Forms & Surveys

Amazon Alexa

Amazon, Devices

Jotform

Forms & Surveys

Google Drive

File Management & Storage, Google

Google Sheets

Google, Spreadsheets

monday.com

Project Management

Typeform

Forms & Surveys

Amazon Alexa

Amazon, Devices

ClickUp

Project Management

Stripe

Payment Processing

Airtable

Databases

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Quickly automate Assembly - formerly Copilot integrations with Zapier's templates

Send Slack channel messages for newly activated Assembly - formerly Copilot clients
Details
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Assembly - formerly Copilot + Slack
Create new Assembly - formerly Copilot clients from new WooCommerce orders
Details
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WooCommerce + Assembly - formerly Copilot
Upload new Assembly - formerly Copilot files to Dropbox
Details
Try it
Assembly - formerly Copilot + Dropbox
Send channel messages in Slack when new form responses are submitted in Assembly - formerly Copilot
Details
Try it
Assembly - formerly Copilot + Slack
Send channel messages in Slack when new clients are activated in Assembly - formerly Copilot
Details
Try it
Assembly - formerly Copilot + Slack
Send Slack channel messages for new Assembly - formerly Copilot clients
Details
Try it
Assembly - formerly Copilot + Slack

Send Slack channel messages for newly activated Assembly - formerly Copilot clients

Details

Try it

Assembly - formerly Copilot + Slack

Create new Assembly - formerly Copilot clients from new WooCommerce orders

Details

Try it

WooCommerce + Assembly - formerly Copilot

Upload new Assembly - formerly Copilot files to Dropbox

Details

Try it

Assembly - formerly Copilot + Dropbox

Send channel messages in Slack when new form responses are submitted in Assembly - formerly Copilot

Details

Try it

Assembly - formerly Copilot + Slack

Send channel messages in Slack when new clients are activated in Assembly - formerly Copilot

Details

Try it

Assembly - formerly Copilot + Slack

Send Slack channel messages for new Assembly - formerly Copilot clients

Details

Try it

Assembly - formerly Copilot + Slack

Create clients in Assembly - formerly Copilot with new submissions in HubSpot

Details

Try it

HubSpot + Assembly - formerly Copilot

Create folder structures in Assembly - formerly Copilot for new Typeform entries

Details

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Typeform + Assembly - formerly Copilot

Add new Assembly - formerly Copilot clients to Google Sheets rows

Details

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Assembly - formerly Copilot + Google Sheets

Create clients in Assembly - formerly Copilot when new events are scheduled in Calendly

Details

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Calendly + Assembly - formerly Copilot

Create new Airtable records for newly created Assembly - formerly Copilot clients

Details

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Assembly - formerly Copilot + Airtable

Add rows in Microsoft Excel for new client activations in Assembly - formerly Copilot

Details

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Assembly - formerly Copilot + Microsoft Excel

Create clients in Assembly - formerly Copilot with new submissions in HubSpot
Details
Try it
HubSpot + Assembly - formerly Copilot
Create folder structures in Assembly - formerly Copilot for new Typeform entries
Details
Try it
Typeform + Assembly - formerly Copilot
Add new Assembly - formerly Copilot clients to Google Sheets rows
Details
Try it
Assembly - formerly Copilot + Google Sheets
Create clients in Assembly - formerly Copilot when new events are scheduled in Calendly
Details
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Calendly + Assembly - formerly Copilot
Create new Airtable records for newly created Assembly - formerly Copilot clients
Details
Try it
Assembly - formerly Copilot + Airtable
Add rows in Microsoft Excel for new client activations in Assembly - formerly Copilot
Details
Try it
Assembly - formerly Copilot + Microsoft Excel

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

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 Id
  Required
- 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
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Invoice Paid
Triggers when an invoice is paid
Trigger
Instant
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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
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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
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Payment Succeeded
Triggers when a payment is successful for an invoice
Trigger
Instant
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List Prices
Lists the prices.
Trigger
Polling
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List Products
Lists the products.
Trigger
Polling
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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
Try It
Task Updated
Triggers when a task gets updated in your workspace.
Trigger
Instant
Try It
- The ID of the App Install
  Required
- The type of the App Connection
  Required
- The content of the App Connection
  Required
- The company id of the App Connection
- The client ids to be part of the App Connection
Action
Write
- ID
  Required
- Given name
- Family Name
- Company ID
- Send Invite?
Action
Write
- Name
  Required
- Company ID
  Required
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 ID
  Required
- Path
  Required
Action
Write
- Recipient type
- Note
- Amount (in cents)
- Description
- Quantity
  Required
- Note
- Product
- Note
- Price
- Days Until Due
  Required
- Tax Percentage
- Memo
- Accept Payment Via Credit Card
- Accept Payment Via Bank Transfer
Action
Write
- Membership Type
  Required
- 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 Type
  Required
- ID of the entity, e.g., ID of a company or client.
  Required
- Title
  Required
- 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 Install
  Required
- ClientId
- CompanyId
Action
Search
- ID
- Email
- Company ID
Action
Search
- Custom Field ID
  Required
- Label
Action
Search
- The ID of the file to get
  Required
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 get
  Required
Action
Search
- The ID of the task to get
  Required
Action
Search
- The ID of the App Install
  Required
- ClientId
- The company id of the App Connection
- The type of the App Connection
  Required
- The content of the App Connection
  Required
- The client ids to be part of the App Connection
Action
Search or write
- The ID of the Company to get
- Name
  Required
- Icon Image URL
Action
Search or write
- The ID of the file to get
  Required
- Channel ID
  Required
- Path
  Required
- File Content
  Required
Action
Search or write
- The ID of the note to retrieve.
- Entity Type
  Required
- ID of the entity, e.g., ID of a company or client.
  Required
- Title
  Required
- Content
Action
Search or write
- The ID of the task to get
  Required
- 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
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Contract Requested
Triggers when a contract is assigned to a client.
Trigger
Instant
Try It
- Custom Field ID
  Required
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 ID
  Required
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
- Email
  Required
- Given name
  Required
- Family Name
  Required
- Company ID
- Send Invite?
Action
Write
- Name
  Required
- Icon Image URL
Action
Write
- Contract Template ID
- Recipient ID (Deprecated)
- Client ID
- Company ID
Action
Write
- Channel ID
  Required
- Path
  Required
- File Content
  Required
Action
Write
- Recipient ID (Deprecated)
- Form ID
  Required
- Client ID
- Company ID
Action
Write
- Channel ID
  Required
- Path
  Required
- Link url
  Required
Action
Write
- The text content of the message
  Required
- The Id of the target message channel
  Required
- (Optional) The Id of the client who is the author of the message
Action
Write
- Title
  Required
- Content
  Required
- Note ID
  Required
Action
Write
- Recipient type
- Prompt
- Amount (in cents)
- Description
- Quantity
  Required
- PromptProduct
- Product
- PricePrompt
- Price
- Days Until Due
  Required
- 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
- ID
  Required
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 get
  Required
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 get
  Required
Action
Search
- The ID of the Subscription to get
  Required
Action
Search
- The ID of the task template to get
  Required
Action
Search
- ID
- Email
  Required
- Company ID
- Given name
  Required
- Family Name
  Required
- 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 Type
  Required
- 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 get
  Required
- Recipient type
- Prompt
- Amount (in cents)
- Description
- Quantity
  Required
- PromptProduct
- Product
- PricePrompt
- Price
- Days Until Due
  Required
- Interval
- Tax Percentage
- Memo
- Accept Payment Via Credit Card
- Accept Payment Via Bank Transfer
Action
Search or write

Assembly - formerly Copilot Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

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 moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Assembly - formerly Copilot Integrations

Do more with Assembly - formerly Copilot integrations

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Quickly automate Assembly - formerly Copilot integrations with Zapier's templates

Send Slack channel messages for newly activated Assembly - formerly Copilot clients

Create new Assembly - formerly Copilot clients from new WooCommerce orders

Upload new Assembly - formerly Copilot files to Dropbox

Send channel messages in Slack when new form responses are submitted in Assembly - formerly Copilot

Send channel messages in Slack when new clients are activated in Assembly - formerly Copilot

Send Slack channel messages for new Assembly - formerly Copilot clients

Send Slack channel messages for newly activated Assembly - formerly Copilot clients

Create new Assembly - formerly Copilot clients from new WooCommerce orders

Upload new Assembly - formerly Copilot files to Dropbox

Send channel messages in Slack when new form responses are submitted in Assembly - formerly Copilot

Send channel messages in Slack when new clients are activated in Assembly - formerly Copilot

Send Slack channel messages for new Assembly - formerly Copilot clients

Create clients in Assembly - formerly Copilot with new submissions in HubSpot

Create folder structures in Assembly - formerly Copilot for new Typeform entries

Add new Assembly - formerly Copilot clients to Google Sheets rows

Create clients in Assembly - formerly Copilot when new events are scheduled in Calendly

Create new Airtable records for newly created Assembly - formerly Copilot clients

Add rows in Microsoft Excel for new client activations in Assembly - formerly Copilot

Create clients in Assembly - formerly Copilot with new submissions in HubSpot

Create folder structures in Assembly - formerly Copilot for new Typeform entries

Add new Assembly - formerly Copilot clients to Google Sheets rows

Create clients in Assembly - formerly Copilot when new events are scheduled in Calendly

Create new Airtable records for newly created Assembly - formerly Copilot clients

Add rows in Microsoft Excel for new client activations in Assembly - formerly Copilot

Supported triggers and actions

Assembly - formerly Copilot Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Assembly - formerly Copilot Integrations

Popular Assembly - formerly Copilot Integrations

Assembly - formerly Copilot Integrations

Do more with Assembly - formerly Copilot integrations

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Send Slack channel messages for newly activated Assembly - formerly Copilot clients

Create new Assembly - formerly Copilot clients from new WooCommerce orders

Upload new Assembly - formerly Copilot files to Dropbox

Send channel messages in Slack when new form responses are submitted in Assembly - formerly Copilot

Send channel messages in Slack when new clients are activated in Assembly - formerly Copilot

Send Slack channel messages for new Assembly - formerly Copilot clients

Send Slack channel messages for newly activated Assembly - formerly Copilot clients

Create new Assembly - formerly Copilot clients from new WooCommerce orders

Upload new Assembly - formerly Copilot files to Dropbox

Send channel messages in Slack when new form responses are submitted in Assembly - formerly Copilot

Send channel messages in Slack when new clients are activated in Assembly - formerly Copilot

Send Slack channel messages for new Assembly - formerly Copilot clients

Create clients in Assembly - formerly Copilot with new submissions in HubSpot

Create folder structures in Assembly - formerly Copilot for new Typeform entries

Add new Assembly - formerly Copilot clients to Google Sheets rows

Create clients in Assembly - formerly Copilot when new events are scheduled in Calendly

Create new Airtable records for newly created Assembly - formerly Copilot clients

Add rows in Microsoft Excel for new client activations in Assembly - formerly Copilot

Create clients in Assembly - formerly Copilot with new submissions in HubSpot

Create folder structures in Assembly - formerly Copilot for new Typeform entries

Add new Assembly - formerly Copilot clients to Google Sheets rows

Create clients in Assembly - formerly Copilot when new events are scheduled in Calendly

Create new Airtable records for newly created Assembly - formerly Copilot clients

Add rows in Microsoft Excel for new client activations in Assembly - formerly Copilot

Assembly - formerly Copilot Help & Support

Common questions

.css-ojnz7r{font:500 1.125rem/1.5rem Inter,var(--zds-typography-base, Helvetica),Helvetica,arial,sans-serif;color:#695be8;margin-bottom:0;transition-property:all;transition-timing-function:ease-in-out;transition-duration:300ms;}Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Assembly - formerly Copilot Integrations

Popular Assembly - formerly Copilot Integrations

Connect Your App Accounts to Zapier