This guide is for those who want your Copilot workspace to automate actions for clients with multiple companies. If you created automations before August 7, 2025, you can update your pre-existing scenarios with the following changes to make sure multi-company clients works as expected.

If you don’t update your old modules before adding multiple companies to clients, your scenarios may return errors.

How To Use This Guide

  1. Look through your current Copilot Make scenarios that use any of modules listed below.
  2. Update the relevant modules by clicking the module step and updating the new field.
  3. Check the new behavior of these modules to see that they work as intended with the changes.

App Connections

What’s changing: You now need to provide a value for Company ID in the request body when creating an app connection.

Module name New behavior
Create app connection Company ID is now required when creating individual/group connections for clients. This is automatically set if clients have only 1 company.

Clients

Module name New behavior
Update Client Updating company will replace any existing companies. Company ID will assign the provided company to the client and remove any others.
List Clients Company ID will match ANY companies that the client is a part of.

Invoices, Subscriptions and Contracts

What’s changing: Recipient ID is now broken down into Client IDand Company ID. If you referenced the Recipient ID, you will now need to reference Client IDand Company ID .

Old property New properties
Recipient ID `Client ID

Company ID` |

Module name New behavior
Create an Invoice Provide values for Client ID and Company ID
Create a Subscription Provide values for Client IDand Company ID
Send a Contract Provide values for Client IDand Company ID
List Contracts Filter by Client ID

Forms

What’s changing: both Client ID and Company ID are required in each item

Module name New behavior
Request a form response Provide values for Client IDand Company ID

File and Messaging Channels