Attio recipes
Text people as records change in Attio, and keep the replies with the record.
Two recipes for Attio. Each names its trigger and the BlueBot step, lists the fields to map and says how to test it with your own number before anyone else gets a text.
How Attio connects
- : BlueBot’s Zapier app has a Send Text action and instant triggers for incoming texts and every change of state.
- : Your own code calls BlueBot’s REST API and listens to its signed webhooks.
Text when a record changes
| Part | What it is |
|---|---|
| Trigger | When a record is updated in Attio |
| Action | BlueBot’s Send Text action |
| Connects through |
Steps
- Start a Zap with Attio’s trigger for an updated record.
- Add a Filter by Zapier step for the change you care about, such as a deal reaching the stage you text about.
- Add BlueBot’s Send Text action and map the person’s phone number to To.
Map the fields
| BlueBot field | Map it to |
|---|---|
| To | The person’s mobile number from Attio. US numbers can leave off the +1. |
| Text | Hi {{first_name}}, you’re all set. Your onboarding call is next, and I’ll text you a time tomorrow. |
{{first_name}} in the text | Attio’s first name field. |
| Metadata | source set to attio, and record_id set to the record’s id, so the status and reply webhooks for this text can find the record again. |
| Service | Auto, the default: iMessage when the person uses it, otherwise SMS through your iPhone. |
Test it
Put your own number in To and press Test step. A text arrives on your phone from your own number, and Zapier shows the message BlueBot returned with state: "queued". Then map Attio’s field back into To and turn the Zap on.
Keep replies on the record
| Part | What it is |
|---|---|
| Trigger | A text comes in (BlueBot’s message.received webhook) |
| Action | A webhook for message.received starts it, and Attio takes the text |
| Connects through |
Steps
- Point a BlueBot webhook for message.received at your own endpoint.
- Find the person in Attio by the sender’s number through Attio’s API.
- Add the reply to their record as a note.
Map the fields
| From BlueBot | Into Attio |
|---|---|
data.from | The phone number to find the person by in Attio. It’s in E.164 (+15555550123); search by the last 10 digits if Attio stores numbers another way. |
data.text | The words, for a note, a row or a message. Null when the person sent only a picture. |
data.received_at | When it came in, in UTC. |
data.files | Pictures and voice memos. Each url works for an hour, so copy a file you want to keep. |
data.chat_id | Set when the text came in a group chat; null for a one-to-one text. |
Test it
Run bluebot listen --forward-to http://localhost:3000/webhooks, then text your BlueBot number from another phone. The CLI forwards the event to your handler, signed. BlueBot copies texts from people you’ve texted through it, unless you set Which chats to copy to Everything.
Before you turn it on
- Text only people who asked to hear from you. Anyone who replies STOP goes on your stop list, and BlueBot cancels texts to them.
- A text that can’t go yet waits with a hold rather than failing: quiet hours, your Mac away, a daily limit.
- on the integrations page says what else the two do together.