Assembly

copilot is a client portal platform for service businesses, enabling secure file sharing, messaging, payments, and forms integrating copilot with make com allows users to automate client onboarding, document management, and payment workflows directly within their business processes this is ai generated content based on official assembly documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //www copilot app/guide/contact us directly requirements to use the assembly app in make, you must have an active assembly account, https //www copilot app/ for subscription, refer to the https //www copilot app/ connect assembly and {{product name}} to get started, you must first create a connection between assembly and {{product name}} , allowing the two services to communicate obtain your api key in your assembly account create the connection in make obtain your api key in your assembly account before you create the connection in {{product name}} , you should first obtain your api key in your assembly account to obtain your api key click settings at the bottom of the sidebar click api in the settings sidebar click create key in the rest api section enter a label for your key click create key copy the api key provided you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //docs assembly com/page/copilot on make create the connection in {{product name}} https //www make com/en/register , add the assembly module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your assembly account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page assembly modules after connecting to the assembly app, you can choose from a list of available modules to build your {{scenario plural lowercase}} cancel a subscription cancels a selected subscription that is currently either active or has not yet started create app connection establishes a connection for a manually installed app, requiring either a company id or one or more client ids to identify which client(s) or company will receive the designated content create a client creates a new client record in copilot create a company creates a new company record in your account create a file creates a new file within a selected file channel of your workspace create a file channel creates a new file channel associated with a specific client or company to facilitate file sharing and management create a folder creates a new folder within the selected file channel to help organize your files create a link creates a clickable link within the designated file channel for easy access or sharing create a message channel creates a new message channel for a selected client, company, or group to facilitate communication create a note creates a new note associated with a specific client or company in your account create a subscription creates a new subscription plan for a designated client or company account create a task creates a new task within a specified workspace create an invoice generates a new invoice for a selected client or company within a designated workspace delete a client deletes a selected client record from your account delete a company deletes a selected company record from your account delete a file permanently removes a selected file, an empty folder, or a link from your storage delete a note delete a selected note from your account delete a task permanently removes a selected task from a designated workspace download a file retrieves and downloads the full contents of a file smaller than 4mb list app connections retrieves a list of all app connections associated with a specific manually installed app in your workspace list app installs retrieves a complete list of all applications that have been installed in the specified workspace list clients searches for clients based on specified criteria list companies searches for companies based on specified criteria list contract templates searches your account for available contract template documents list contracts searches for existing contracts based on specified criteria list custom fields retrieves a list of all custom fields available within a specified workspace list file channels searches for file channels within your account to help you locate specific files or folders list files retrieves a complete list of all files shared within a selected channel list form responses retrieves all submitted responses for a selected form list forms retrieves a complete list of all available forms in your account list internal users retrieves a complete list of all internal users within your organization list invoice templates retrieves a list of all invoice templates available within a specified workspace list invoices retrieves a complete list of invoices associated with a specific workspace list message channels searches for and retrieves message channels based on specified criteria list messages retrieves and displays all messages from a selected channel list notes retrieves a complete list of notes associated with a specific client or company list payments retrieves a list of all payments made within a specified workspace list prices retrieves and displays the pricing details for all products within a specified workspace list products retrieves a complete list of all products available within a specified workspace list subscription templates retrieves a complete list of all subscription templates available within a specified workspace list subscriptions retrieves a complete list of all active subscriptions within a specified workspace list task templates retrieves a complete list of all task templates available within a specified workspace list tasks retrieves a list of all tasks within a specified workspace make an api call executes a custom api request to the connected service using your authorized credentials request a form response sends a request to a client to complete and submit a specific form retrieve custom field options fetches a list of all available options for a specific multi select field in your application retrieve workspace fetches detailed information about workspaces associated with the connected account using its api key retrieve a client fetches detailed information about a particular client from copilot retrieve a company fetches detailed information about a particular company from copilot retrieve a contract fetches detailed information about a particular contract retrieve a contract template fetches a specific contract template from your account retrieve a download url generates a direct download link to access and download the full contents of a specified file, regardless of its size retrieve a file fetches detailed metadata information for a selected file, folder, or link object retrieve a file channel fetches details for a specified file channel retrieve a form fetches the details of a particular form by its unique identifier retrieve a message channel retrieves detailed information about a specific message channel retrieve a note fetches the details of a specific client or company note using its unique id retrieve a price fetches the details of a particular price entry retrieve a product fetches detailed information about a specific product within a workspace using its unique id retrieve a subscription fetches detailed information about a specific subscription using its unique id retrieve a task fetches detailed information about a particular task within a specified workspace retrieve a task template fetches detailed information about a selected task template within a specified workspace retrieve an internal user fetches detailed information about a particular internal user retrieve an invoice fetches the details of a specific invoice using its unique identifier send a contract sends a contract document directly to a designated client for review or signature send a message sends a message to a selected channel within your messaging platform update a client updates the details of an existing client in your account update a company updates the details of a selected company update a note updates the content or details of a selected note update a task updates the details of an existing task within a specified workspace watch activated clients triggers when a client’s status is changed to “active” in copilot watch archived tasks triggers when a task is moved to the archive or marked as archived watch canceled subscriptions triggers when a user cancels an active subscription watch completed forms triggers when a user submits a completed response to a form watch completed tasks triggers when a task reaches its completed status watch created clients triggers when a new client record is added in copilot watch created companies triggers when a new company record is added to your system watch created files triggers an event whenever a new file is added to the specified location watch created folders triggers when a new folder is created within the files app watch created internal users triggers when a new internal user account is added to your system watch created invoices triggers when a new invoice is generated in your account watch created links triggers when a new sharing link is generated for a file or folder in the files app watch created message channels triggers when a new message channel is created in your workspace watch created notes triggers when a new note is added to your account watch created notifications triggers when a notification is delivered to either a client or an internal user within the system watch created prices triggers when a new price entry is added to your account watch created products triggers when a new product is added to your account watch created subscriptions triggers when a new subscription is successfully created in your account watch created tasks triggers when a new task is added to your account watch deleted clients triggers when a client record is permanently removed from your system watch deleted companies triggers when an existing company record is removed from your system watch deleted files triggers an event whenever a file is removed from the specified location watch deleted folders triggers when a specific folder is permanently removed from your account watch deleted internal users triggers when an internal user account is removed from the system watch deleted invoices triggers when an existing invoice is permanently removed from your account watch deleted links triggers when a link is removed from a specific file channel watch deleted message channels triggers when a specific message channel is removed from your workspace watch deleted notes triggers when an existing note is permanently removed from your account watch deleted tasks triggers when an existing task is removed from your account watch failed payments triggers an event whenever a payment attempt is unsuccessful watch paid invoices triggers when a payment is successfully received for an invoice watch requested contracts triggers when an internal team member sends a contract to a client and requests their signature watch sent invoices triggers when an invoice is successfully sent to a recipient watch sent messages triggers when a new message is sent in the selected chat or channel watch signed contracts triggers when a contract has been fully signed and finalized watch successful payments triggers when a payment is completed successfully in your account watch updated client custom fields triggers when any custom field information for a client is modified watch updated clients triggers when any information about an existing client is modified watch updated companies triggers when any details of an existing company record are modified watch updated company custom fields triggers when any custom field within a company's profile is modified watch updated files triggers when a file is either renamed or relocated to a different location within a specific file channel watch updated folders triggers when a folder's name is changed or when the folder is relocated to a different directory watch updated invoices triggers when any changes are made to an existing invoice watch updated links triggers when a link inside a file channel is either renamed or relocated to a different location watch updated notes triggers whenever an existing note is modified or its content is changed watch updated products triggers when there is an update to a product's name or status note changes to product prices will not activate this module; use the price created trigger for price updates watch updated tasks triggers when any changes are made to an existing task watch voided invoices triggers when an existing invoice in your account is marked as voided templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} assembly resources you can have access to more resources related to this app on the following links https //community make com/search?q=assembly https //www copilot app/ https //docs copilot app https //www make com/en/integrations/copilot