--- title: Assembly slug: NPcu-copilot description: How to integrate Assembly with Make.com image: https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/PREVIEW_copilot.png createdAt: 2026-01-24T08:47:37.848Z --- | :inlineImage[]{src="https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/copilot.png" alt="Assembly logo" caption size="50" width="512" height="512"} | With Copilot modules in Make, you can automate client onboarding, manage projects, sync CRM data, and trigger invoicing workflows directly between your Copilot account and other business tools. | | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | :::hint{type="warning"} 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 [Assembly](https://assembly.com/guide/contact-us?utm_source=openai) directly. ::: # Requirements To use the Assembly app in Make, you must have an active Assembly account, [create your account on Assembly](https://www.copilot.app/). For subscription, refer to the [Assembly pricing page](https://www.copilot.app/). # Connect Assembly and Make To get started, you must first create a connection between Assembly and Make, allowing the two services to communicate. ::::WorkflowBlock :::WorkflowBlockItem **Obtain your API Key in your Assembly account** ::: :::WorkflowBlockItem **Create the connection in Make.** ::: :::: ## Obtain your API Key in your Assembly account Before you create the connection in Make, you should first obtain your **API Key** in your Assembly account. To obtain your **API Key **: ::::WorkflowBlock :::WorkflowBlockItem Navigate to** Settings** in the top navigation bar. ::: :::WorkflowBlockItem Click** API** from the sidebar or** API** section tab. ![](https://make-cxp-documentation.ams3.cdn.digitaloceanspaces.com/apps-center-screenshots/copilot_API_Key) ::: :::WorkflowBlockItem Copy the** API** key displayed on the** API** page. ::: :::: You will use this value while creating a connection in Make. Because the UI might have changed, the steps you see on your screen might be different, [check the vendor documentation for updates.](https://docs.copilot.app/reference/getting-started-introduction) ## Create the connection in Make :::::WorkflowBlock ::::WorkflowBlockItem [[Log in in your Make](https://www.make.com/en/register) account](https://www.make.com/en/register), add the Assembly 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 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 **[Connect an application](docId\:SO88FM6pkT0G-adKDDfzZ)** page. # Assembly modules After connecting to the Assembly app, you can choose from a list of available modules to build your scenarios. :::ExpandableHeading ### Cancel a Subscription Cancels a selected subscription that is currently either active or has not yet started. ::: :::ExpandableHeading ### 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. ::: :::ExpandableHeading ### Create a Client Adds a new client record to your Copilot account. ::: :::ExpandableHeading ### Create a Company Creates a new company record in your account. ::: :::ExpandableHeading ### Create a File Creates a new file within a designated file channel of your workspace. ::: :::ExpandableHeading ### Create a File Channel Creates a dedicated File Channel for a selected client or company to manage and share files. ::: :::ExpandableHeading ### Create a Folder Creates a new folder within the selected file channel to help organize your files. ::: :::ExpandableHeading ### Create a Link Creates a clickable link within the designated file channel for easy access or sharing. ::: :::ExpandableHeading ### Create a Message Channel Creates a new message channel for a selected client, company, or group to facilitate communication. ::: :::ExpandableHeading ### Create a Note Creates a new note associated with a specific client or company in your account. ::: :::ExpandableHeading ### Create a Subscription Creates a new subscription plan for a designated client or company account. ::: :::ExpandableHeading ### Create a Task Creates a new task within a specified workspace. ::: :::ExpandableHeading ### Create an Invoice Generates a new invoice for a selected client or company within a designated workspace. ::: :::ExpandableHeading ### Delete a Client Deletes a selected client record from your account. ::: :::ExpandableHeading ### Delete a Company Deletes a selected company record from your account. ::: :::ExpandableHeading ### Delete a File Permanently removes a selected file, an empty folder, or a link from your storage. ::: :::ExpandableHeading ### Delete a Note Delete a selected note from your account. ::: :::ExpandableHeading ### Delete a Task Permanently removes a selected task from a designated workspace. ::: :::ExpandableHeading ### Download a File Downloads and retrieves the full contents of a file smaller than 4MB. ::: :::ExpandableHeading ### List App Connections Retrieves a list of all application connections associated with a specific manually installed app in your workspace. ::: :::ExpandableHeading ### List App Installs Retrieves a complete list of all applications that have been installed in the specified workspace. ::: :::ExpandableHeading ### List Clients Searches for clients based on specified criteria. ::: :::ExpandableHeading ### List Companies Searches for companies based on specified criteria. ::: :::ExpandableHeading ### List Contract Templates Searches your account for available contract template documents. ::: :::ExpandableHeading ### List Contracts Searches for contracts based on specified criteria. ::: :::ExpandableHeading ### List Custom Fields Retrieves a list of all custom fields available within a specified workspace. ::: :::ExpandableHeading ### List File Channels Searches for channels that contain files. ::: :::ExpandableHeading ### List Files Retrieves a complete list of files shared within a selected channel. ::: :::ExpandableHeading ### List Form Responses Retrieves all submitted responses for a selected form. ::: :::ExpandableHeading ### List Forms Retrieves a complete list of all available forms in your account. ::: :::ExpandableHeading ### List Internal Users Retrieves a complete list of all internal users within your organization. ::: :::ExpandableHeading ### List Invoice Templates Retrieves a list of all invoice templates available within a specified workspace. ::: :::ExpandableHeading ### List Invoices Retrieves a complete list of invoices associated with a specific workspace. ::: :::ExpandableHeading ### List Message Channels Searches for specific message channels within your account. ::: :::ExpandableHeading ### List Messages Retrieves and displays all messages from a selected channel. ::: :::ExpandableHeading ### List Notes Retrieves a complete list of notes associated with a specific client or company. ::: :::ExpandableHeading ### List Payments Retrieves a list of all payments made within a specified workspace. ::: :::ExpandableHeading ### List Prices Retrieves and displays the pricing details for all products available within a specified workspace. ::: :::ExpandableHeading ### List Products Retrieves a complete list of all products available within a specified workspace. ::: :::ExpandableHeading ### List Subscription Templates Retrieves a complete list of subscription templates available within a specified workspace. ::: :::ExpandableHeading ### List Subscriptions Retrieves a complete list of all active subscriptions within a specified workspace. ::: :::ExpandableHeading ### List Task Templates Retrieves a complete list of all task templates available within a specified workspace. ::: :::ExpandableHeading ### List Tasks Retrieves a list of all tasks within a specified workspace. ::: :::ExpandableHeading ### Make an API Call Executes a custom API request to the connected service using your authorized credentials. ::: :::ExpandableHeading ### Request a Form Response Sends a request to a client to complete and submit a specific form. ::: :::ExpandableHeading ### Retrieve Custom Field Options Fetches a list of all available options for a specific multi-select field in your application. ::: :::ExpandableHeading ### Retrieve Workspace Fetches detailed information about workspaces associated with the connected account using its API key. ::: :::ExpandableHeading ### Retrieve a Client Fetches detailed information about a particular client from Copilot. ::: :::ExpandableHeading ### Retrieve a Company Fetches detailed information about a particular company from Copilot. ::: :::ExpandableHeading ### Retrieve a Contract Fetches detailed information about a particular contract. ::: :::ExpandableHeading ### Retrieve a Contract Template Fetches a specific contract template from your account. ::: :::ExpandableHeading ### Retrieve a Download URL Generates a direct download link to access and download the full contents of a specified file, regardless of its size. ::: :::ExpandableHeading ### Retrieve a File Retrieves detailed metadata information for a selected file, folder, or link object. ::: :::ExpandableHeading ### Retrieve a File Channel Fetches details for a specified file channel. ::: :::ExpandableHeading ### Retrieve a Form Fetches the details of a particular form by its unique identifier. ::: :::ExpandableHeading ### Retrieve a Message Channel Fetches detailed information about a particular message channel. ::: :::ExpandableHeading ### Retrieve a Note Fetches the details of a specific client or company note using its unique ID. ::: :::ExpandableHeading ### Retrieve a Price Fetches the details of a particular price entry from your account. ::: :::ExpandableHeading ### Retrieve a Product Fetches detailed information about a specific product within a workspace using its unique ID. ::: :::ExpandableHeading ### Retrieve a Subscription Fetches detailed information about a specific subscription using its unique ID. ::: :::ExpandableHeading ### Retrieve a Task Fetches detailed information about a selected task within a specified workspace. ::: :::ExpandableHeading ### Retrieve a Task Template Fetches detailed information about a selected task template within a specified workspace. ::: :::ExpandableHeading ### Retrieve an Internal User Fetches detailed information about a particular internal user account. ::: :::ExpandableHeading ### Retrieve an Invoice Fetches the details of a specific invoice using its unique identifier. ::: :::ExpandableHeading ### Send a Contract Sends a contract document directly to a designated client for review or signature. ::: :::ExpandableHeading ### Send a Message Sends a message to a designated channel within your messaging platform. ::: :::ExpandableHeading ### Update a Client Updates the details of an existing client in your account. ::: :::ExpandableHeading ### Update a Company Updates the details of a selected company. ::: :::ExpandableHeading ### Update a Note Updates the content or details of a selected note. ::: :::ExpandableHeading ### Update a Task Updates the details of an existing task within a specified workspace. ::: :::ExpandableHeading ### Watch Activated Clients Triggers when a client’s status changes to “active” in Copilot. ::: :::ExpandableHeading ### Watch Archived Tasks Triggers when a task is moved to the archived status. ::: :::ExpandableHeading ### Watch Canceled Subscriptions Triggers when a user cancels an active subscription. ::: :::ExpandableHeading ### Watch Completed Forms Triggers when a user submits a completed response to a form. ::: :::ExpandableHeading ### Watch Completed Tasks Triggers when a task reaches its completed status. ::: :::ExpandableHeading ### Watch Created Clients Triggers when a new client record is added in Copilot. ::: :::ExpandableHeading ### Watch Created Companies Triggers when a new company record is added to your system. ::: :::ExpandableHeading ### Watch Created Files Triggers when a new file is added to the specified location. ::: :::ExpandableHeading ### Watch Created Folders Triggers when a new folder is added to your Files app account. ::: :::ExpandableHeading ### Watch Created Internal Users Triggers when a new internal user account is added to your system. ::: :::ExpandableHeading ### Watch Created Invoices Triggers when a new invoice is generated in your account. ::: :::ExpandableHeading ### Watch Created Links Triggers when a new sharing link is generated for a file or folder in the Files app. ::: :::ExpandableHeading ### Watch Created Message Channels Triggers when a new message channel is created in your workspace. ::: :::ExpandableHeading ### Watch Created Notes Triggers when a new note is added to your account. ::: :::ExpandableHeading ### Watch Created Notifications Triggers when a notification is delivered to either a client or an internal user within the system. ::: :::ExpandableHeading ### Watch Created Prices Triggers when a new price entry is added to your account. ::: :::ExpandableHeading ### Watch Created Products Triggers when a new product is added to your inventory. ::: :::ExpandableHeading ### Watch Created Subscriptions Triggers when a new subscription is successfully created in your account. ::: :::ExpandableHeading ### Watch Created Tasks Triggers when a new task is added to your account. ::: :::ExpandableHeading ### Watch Deleted Clients Triggers when a client record is permanently removed from your system. ::: :::ExpandableHeading ### Watch Deleted Companies Triggers an event whenever a company record is removed from your system. ::: :::ExpandableHeading ### Watch Deleted Files Triggers an event whenever a file is removed from the specified location. ::: :::ExpandableHeading ### Watch Deleted Folders Triggers when a specified folder is permanently removed from your account. ::: :::ExpandableHeading ### Watch Deleted Internal Users Triggers when an internal user account is removed from the system. ::: :::ExpandableHeading ### Watch Deleted Invoices Triggers when an existing invoice is permanently removed from your account. ::: :::ExpandableHeading ### Watch Deleted Links Triggers when a link is removed from a specific file channel. ::: :::ExpandableHeading ### Watch Deleted Message Channels Triggers when a message channel is permanently removed from your workspace. ::: :::ExpandableHeading ### Watch Deleted Notes Triggers when an existing note is permanently removed from your account. ::: :::ExpandableHeading ### Watch Deleted Tasks Triggers when an existing task is permanently removed from your account. ::: :::ExpandableHeading ### Watch Failed Payments Triggers an event whenever a payment attempt is unsuccessful. ::: :::ExpandableHeading ### Watch Paid Invoices Triggers when a payment is successfully received for an invoice. ::: :::ExpandableHeading ### Watch Requested Contracts Triggers when an internal team member sends a contract to a client and requests their signature. ::: :::ExpandableHeading ### Watch Sent Invoices Triggers when an invoice is successfully sent to a recipient. ::: :::ExpandableHeading ### Watch Sent Messages Triggers when a new message is sent in the selected chat or channel. ::: :::ExpandableHeading ### Watch Signed Contracts Triggers when a contract is fully executed and all required signatures have been collected. ::: :::ExpandableHeading ### Watch Successful Payments Triggers when a payment is completed successfully in your account. ::: :::ExpandableHeading ### Watch Updated Client Custom Fields Triggers when any custom field information for a client is modified. ::: :::ExpandableHeading ### Watch Updated Clients Triggers when any information about an existing client is modified. ::: :::ExpandableHeading ### Watch Updated Companies Triggers when any details of an existing company record are modified. ::: :::ExpandableHeading ### Watch Updated Company Custom Fields Triggers when any custom field within a company's profile is modified. ::: :::ExpandableHeading ### Watch Updated Files Triggers when a file is either renamed or relocated to a different location within a specific file channel. ::: :::ExpandableHeading ### Watch Updated Folders Triggers when a folder’s name is changed or when the folder is relocated to a different location. ::: :::ExpandableHeading ### Watch Updated Invoices Triggers when any changes are made to an existing invoice. ::: :::ExpandableHeading ### Watch Updated Links Triggers when a link within a file channel is either renamed or relocated to a different location. ::: :::ExpandableHeading ### Watch Updated Notes Triggers when any changes are made to an existing note. ::: :::ExpandableHeading ### Watch Updated Products Triggers when there is a change to a product's name or status. Note: Updates to product prices will not activate this module; use the Price Created trigger for price changes. ::: :::ExpandableHeading ### Watch Updated Tasks Triggers when any changes are made to an existing task. ::: :::ExpandableHeading ### Watch Voided Invoices Triggers when an existing invoice in your account is marked as void. ::: # Templates You can look for more templates in [Make's template gallery](https://www.make.com/en/templates), where you'll find thousands of pre-created scenarios. # Assembly resources You can have access to more resources related to this app on the following links - [Assembly topics on Make community](https://community.make.com/search?q=Assembly) - [Assembly website](https://www.copilot.app/) - [Assembly API documentation](https://docs.copilot.app) - [Assembly page on make](https://www.make.com/en/integrations/copilot) *** :::CtaButton{label="Get started for free" externalHref="https://www.make.com/en/register" openInNewTab="true"} :::