--- title: Copilot slug: FqbA-copilot image: https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/PREVIEW_copilot.png docTags: createdAt: 2025-06-27T07:57:37.492Z --- | :inlineImage[]{src="https://api.archbee.com/api/optimize/PL8X94efBsjvhfQV3wyyj-bBhHjuvyc4NrDEEU6xobx-20250627-125722.png" alt caption} | Copilot provides a white-label client portal for service businesses to give their clients a one-stop shop experience where they can communicate, make payments, upload files, submit forms, sign contracts, and more.
With the Copilot app in Make, you can manage client and company data, files, forms, contracts and other client-related operations within your Copilot account. | | -------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | # Requirements To use the Copilot app in Make, you must have a paid [Copilot account](https://dashboard.copilot.app/signup) with an Admin access. For subscription information, refer to the [Copilot pricing page](https://copilot.app/pricing). # Connect Copilot and Make To get started, you must first create a connection between Copilot and Make, allowing the two services to communicate. To create the connection, you need to: ::::WorkflowBlock :::WorkflowBlockItem [Obtain an API key in your Copilot account](docId\:FqbAObPj1x5zGx4ltHsWe). ::: :::WorkflowBlockItem [Create the connection in Make](docId\:FqbAObPj1x5zGx4ltHsWe). ::: :::: ## Obtain your API key in Copilot Before you create the connection in Make, you should first obtain an API key in your Copilot account. To obtain the API key: ::::WorkflowBlock :::WorkflowBlockItem Log in to your Copilot account. ::: :::WorkflowBlockItem In the left sidebar, click **Settings** > **API. ** ::: :::WorkflowBlockItem In the **REST API **section, click **Create key. ** ::: :::WorkflowBlockItem Enter a label for your key and click **Create key**. ::: :::WorkflowBlockItem Copy the API key value and store it in a safe place. ::: :::: You'll use this value in the **API Key** connection field in Make. ## Create the connection in Make Once you have your Copilot API key, you're ready to create the connection in Make. To create the connection: :::::WorkflowBlock ::::WorkflowBlockItem Log in to your Make account, add a Copilot module to your scenario, and click **Create a connection**. :::hint{type="info"} If you add a module with an ​instant​ tag, click ​**Create a webhook**​​, then ​**Create a connection**​​. ::: :::: :::WorkflowBlockItem Optional: In the ​​**Connection name​​** field, enter a name for the connection. ::: :::WorkflowBlockItem In the **​​API Key** field, enter the API key you copied from your Copilot account. ::: :::WorkflowBlockItem Click **Save**. ::: :::WorkflowBlockItem If prompted, authenticate your account and confirm access. ::: ::::: You've successfully created the connection and can now use the Copilot app in your scenarios. If you want to make changes to your connection in the future, follow the steps [here](https://help.make.com/connect-an-application#tN2pJ). # Set up a Copilot webhook The Copilot app has `instant` modules—webhooks that watch for certain changes in Copilot and immediately start your scenario when those changes happen. To use these modules, you must set up the webhook in your Copilot account. To set up the webhook: :::::WorkflowBlock :::WorkflowBlockItem Add a Copilot `instant`​ module to your scenario and click **Create a webhook​**​. ::: :::WorkflowBlockItem Optional: Enter a name for the webhook in the ​**Webhook name​​** field. ::: :::WorkflowBlockItem In the ​**Connection**​​ field, select a connection for the webhook. If you haven't created a Copilot connection yet, refer to the [Connect Copilot and Make](docId\:FqbAObPj1x5zGx4ltHsWe) section above. ::: :::WorkflowBlockItem Click ​**Save**​ > ​**Copy address to clipboard**​​. You'll paste this address in your Copilot account. ::: :::WorkflowBlockItem Log in to your Copilot account. ::: :::WorkflowBlockItem In the left sidebar, click **Settings** > **API**. ::: :::WorkflowBlockItem In the **Webhooks** section, click **New webhook**. ::: ::::WorkflowBlockItem Label your webhook. :::hint{type="info"} For consistency, we recommend using the same name you used for the webhook in Make. ::: :::: :::WorkflowBlockItem Paste the webhook URL you copied in step 4 into the **Endpoint URL** field. ::: :::WorkflowBlockItem In the **Events to send **field, choose the event that matches your Copilot trigger module. ::: ::::: Your webhook is now set up. When the selected change occurs in Copilot, Make will immediately be notified and start your scenario. # Copilot modules After connecting to the Copilot app, you can use the following types of modules to build your scenarios. :::ExpandableHeading **Clients** - Watch Created Clients - Watch Activated Clients - Watch Updated Client Custom Fields - Watch Updated Clients - Watch Deleted Clients - List Clients - Create a Client - Retrieve a Client - Delete a Client - Update a Client - Retrieve Custom Field Options ::: :::ExpandableHeading **Companies** - Watch Created Companies - Watch Deleted Companies - Watch Updated Companies - List Companies - Create a Company - Retrieve a Company - Update a Company - Delete a Company ::: :::ExpandableHeading **FIles** - List Files - Watch Created Folders - Watch Updated Folders - Watch Deleted Folders - Watch Created Files - Watch Updated Files - Watch Deleted Files - Watch Created Links - Watch Updated Links - Watch Deleted Links - List File Channels - Create a File Channel - Retrieve a File Channel - Retrieve a File - Download a File - Retrieve a Download URL - Create a File - Create a Folder - Create a Link - Delete a File ::: :::ExpandableHeading **Forms** - Watch Completed Forms - List Forms - List Form Responses - Retrieve a Form - Request a Form Response ::: :::ExpandableHeading **Contracts** - Watch Signed Contracts - Watch Requested Contracts - List Contract Templates - Retrieve a Contract Template - List Contracts - Retrieve a Contract - Send a Contract ::: :::ExpandableHeading **Messages** - Watch Created Message Channels - Watch Deleted Message Chanels - Watch Sent Messages - List Messages - List Message Channels - Retrieve a Message Channel - Create a Message Channel - Send a Message ::: :::ExpandableHeading **Internal users** - List Internal Users - Retrieve an Internal User - Watch Created Internal Users - Watch Deleted Internal Users ::: :::ExpandableHeading **Workspaces** - Retrieve Workspace ::: :::ExpandableHeading **Apps** - List App Installs - List App Connections - Create an App Connection ::: :::ExpandableHeading **Billing** - Watch Paid Invoices - Watch Created Invoices - Watch Voided Invoices - Watch Deleted Invoices - Watch Sent Invoices - Watch Updated Invoices - Watch Created Subscriptions - Watch Canceled Subscriptions - Watch Successful Payments - Watch Failed Payments - Watch Created Prices - Watch Created Products - Watch Updated Products - List Invoices - List Subscriptions - List Payments - List Invoice Templates - List Subscription Templates - Create an Invoice - Create a Subscription - Retrieve an Invoice - Retrieve a Subscription - Cancel a Subscription - List Products - Retrieve a Product - List Prices - Retrieve a Price ::: :::ExpandableHeading **Notes** - Create a Note - Retrieve a Note - List Notes - Update a Note - Delete a Note - Watch Created Notes - Watch Updated Notes - Watch Deleted Notes ::: :::ExpandableHeading **Tasks** - Watch Archived Tasks - Watch Completed Tasks - Watch Created Tasks - Watch Updated Tasks - Watch Deleted Tasks - List Tasks - Create a Task - Retrieve a Task - Delete a Task - Update a Task - List Task Templates - Retrieve a Task Template ::: :::ExpandableHeading **Other** - Make an API call ::: # Copilot resources - [Copilot API documentation](https://docs.copilot.app/reference/getting-started-introduction) - [Copilot Help Center ](https://copilot.app/guide)