Assembly

67 min

	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.

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Requirements

To use the Assembly app in Make, you must have an active Assembly account, create your account on Assembly. For subscription, refer to the Assembly pricing page.

Connect Assembly and Make

To get started, you must first create a connection between Assembly and Make, 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 Make, 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 Make.

Because the UI might have changed, the steps you see on your screen might be different, check the vendor documentation for updates.

Create the connection in Make

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 Connect an applicationConnect an application. page.

Assembly modules

After connecting to the Assembly app, you can choose from a list of available modules to build your scenarios.

Templates

You can look for more templates in Make's template gallery, 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

Assembly website

Assembly API documentation

Assembly page on make

Get started for free

Assembly

Requirements

Connect Assembly and Make﻿

Obtain your API Key in your Assembly account

Create the connection in Make﻿

Assembly modules

Cancel a Subscription

Create App Connection

Create a Client

Create a Company

Create a File

Create a File Channel

Create a Folder

Create a Link

Create a Message Channel

Create a Note

Create a Subscription

Create a Task

Create an Invoice

Delete a Client

Delete a Company

Delete a File

Delete a Note

Delete a Task

Download a File

List App Connections

List App Installs

List Clients

List Companies

List Contract Templates

List Contracts

List Custom Fields

List File Channels

List Files

List Form Responses

List Forms

List Internal Users

List Invoice Templates

List Invoices

List Message Channels

List Messages

List Notes

List Payments

List Prices

List Products

List Subscription Templates

List Subscriptions

List Task Templates

List Tasks

Make an API Call

Request a Form Response

Retrieve Custom Field Options

Retrieve Workspace

Retrieve a Client

Retrieve a Company

Retrieve a Contract

Retrieve a Contract Template

Retrieve a Download URL

Retrieve a File

Retrieve a File Channel

Retrieve a Form

Retrieve a Message Channel

Retrieve a Note

Retrieve a Price

Retrieve a Product

Retrieve a Subscription

Retrieve a Task

Retrieve a Task Template

Retrieve an Internal User

Retrieve an Invoice

Send a Contract

Send a Message

Update a Client

Update a Company

Update a Note

Update a Task

Watch Activated Clients

Watch Archived Tasks

Watch Canceled Subscriptions

Watch Completed Forms

Connect Assembly and Make

Create the connection in Make