Copilot
 | 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. |
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Requirements
To use the Copilot app in Make, you must have a paid Copilot account with an Admin access. For subscription information, refer to the Copilot pricing page.
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:
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:
Log in to your Copilot account.
In the left sidebar, click Settings > API.
In the REST API section, click Create key.
Enter a label for your key and click Create key.
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:
Log in to your Make account, add a Copilot module to your scenario, 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.
In the API Key field, enter the API key you copied from your Copilot account.
Click Save.
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.
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:
Add a Copilot instant module to your scenario and click Create a webhook.
Optional: Enter a name for the webhook in the Webhook name field.
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 section above.
Click Save > Copy address to clipboard. You'll paste this address in your Copilot account.
Log in to your Copilot account.
In the left sidebar, click Settings > API.
In the Webhooks section, click New webhook.
Label your webhook.
For consistency, we recommend using the same name you used for the webhook in Make.
Paste the webhook URL you copied in step 4 into the Endpoint URL field.
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.