Notion recipes
Text people from a Notion database, and keep their replies on the page.
Two recipes for Notion. 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 Notion connects
- : BlueBot’s Zapier app has a Send Text action and instant triggers for incoming texts and every change of state.
- : BlueBot’s Make app sends texts and starts scenarios when a text comes in or changes state.
Text a client when their project is done
| Part | What it is |
|---|---|
| Trigger | When an item in a Notion database is updated |
| Action | BlueBot’s Send Text action |
| Connects through |
Steps
- Start a Zap with Notion’s trigger for an updated database item.
- Add a Filter by Zapier step so it goes on only when Status is Done.
- Add BlueBot’s Send Text action and map the Phone property to To.
Map the fields
| BlueBot field | Map it to |
|---|---|
| To | The person’s mobile number from Notion. US numbers can leave off the +1. |
| Text | Hi {{first_name}}, {{project}} is finished. I’ve sent the files to your email. |
{{first_name}} in the text | Notion’s first name field. |
{{project}} in the text | Notion’s project field. |
| Metadata | source set to notion, 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 Notion’s field back into To and turn the Zap on.
Keep replies on the page
| Part | What it is |
|---|---|
| Trigger | A text comes in (BlueBot’s message.received webhook) |
| Action | BlueBot’s Watch Incoming Texts module starts it, and Notion takes the text |
| Connects through |
Steps
- Start a scenario from BlueBot’s webhook for incoming texts.
- Search your Notion database for the page whose Phone matches the sender’s number.
- Add the words of the text to that page.
Map the fields
| From BlueBot | Into Notion |
|---|---|
| From | The phone number to find the person by in Notion. It’s in E.164 (+15555550123); search by the last 10 digits if Notion stores numbers another way. |
| Text | The words, for a note, a row or a message. Null when the person sent only a picture. |
| Received At | When it came in, in UTC. |
| Files | Pictures and voice memos. Each url works for an hour, so copy a file you want to keep. |
| Chat ID | Set when the text came in a group chat; null for a one-to-one text. |
Test it
Press Run once in Make, then text your BlueBot number from another phone you’ve texted through BlueBot before. The scenario runs with that text. 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.