Copilot on Make

Copilot on Make

Connect Copilot to Make

You will need a Copilot account on the Professional plan or higher to create an API key and connect to Make.

To retrieve your Copilot API key:

  1. Log in to your Copilot Dashboard and click Settings at the bottom of the sidebar.

  2. Click API in the Settings sidebar.

  3. In the REST API section, click Create key.

  4. Enter a label for your key and click Create key.

  5. Copy the provided key. We recommend saving this in a secure file to access it later if needed.

To connect your Copilot account to Make:

  1. Log in to your Make account, add a Copilot module to your scenario, and click Create a connection.

  2. Optional: In the Connection name field, enter a name for the connection.

  3. Enter your API key.

  4. Click Save.

Set up webhooks for instant triggers in Copilot

This app uses webhooks to trigger a scenario when an event occurs instantly. All

webhook modules have an instant tag next to their name.

To add a Make webhook to Copilot:

  1. Add any trigger module from Copilot to your scenario.

  2. Click Create webhook.

    1. If you haven’t already, create a connection as outlined in the _Connect Copilot to Make _section above.

  3. Optional: Name your webhook. Make provides an unique webhook for each trigger, so we recommend using the naming feature here.

  4. Click Save.

  5. Copy the webhook address provided in the module.

  6. Go to your Copilot Dashboard and click Settings at the bottom of the sidebar.

  7. Click API in the Settings sidebar.

  8. In the Webhooks section, click New webhook.

  9. Label your webhook (we recommend using the same name as used for the webhook in Make).

  10. Paste the webhook address into the Endpoint URL section.

  11. Choose the event to send that matched the Copilot trigger module.

Build Copilot Scenarios

After connecting the app, you can perform the following actions:

Clients

  • List Clients

  • Create a Client

  • Retrieve a Client

  • Delete a Client

  • Update a Client

Companies

  • List Companies

  • Create a Company

  • Retrieve a Company

  • Delete a Company

Files

  • List File Channels

  • Create a File Channel

  • Retrieve a File Channel

  • Retrieve a File

  • Download a File

  • Retrieve a Download URL

Forms

  • List Forms

  • Retrieve a Form

  • List Form Responses

  • Request a Form Response

Messages

  • List Message Channels

  • Retrieve a Message Channel

  • Create a Message Channel

  • Send a Message

Other

  • Make an API Call