ESS Consultants

Why isn't assembly letting me save custom fields in crm

Posted on: Dec 23, 2025
Great, thanks for that!! Have a wonderful break!

Upload document to file channel using zapier

Posted on: May 9, 2025
Or… is there a way to allow a form within the CoPilot App to be accessible to anyone with the link - which then sends file uploads to a specific client? Feels like there are a lot of shortcomings for the cost of this system?

Upload document to file channel using zapier

Posted on: May 9, 2025
Or… is there a way to create a zap where files uploaded to DropBox / GoogleDrive, or OneDrive are then uploaded to a specific client folder?