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BlueBot

Recipes

Square recipes

Text customers after a sale or a booking in Square.

Open in Claude Open in ChatGPT .md

Two recipes for Square. 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 Square connects

  • Zapier: BlueBot’s Zapier app has a Send Text action and instant triggers for incoming texts and every change of state.

Thank customers after a sale

PartWhat it is
TriggerWhen a payment is made in Square
ActionBlueBot’s Send Text action
Connects throughZapier

Steps

  1. Start a Zap with Square’s trigger for a new payment.
  2. Add a Filter by Zapier step so it goes on only when the sale has a customer with a phone number.
  3. Add BlueBot’s Send Text action and map that phone to To.

Map the fields

BlueBot fieldMap it to
ToThe person’s mobile number from Square. US numbers can leave off the +1.
TextThanks for coming in today, {{first_name}}! Reply here if you have any questions about your order.
{{first_name}} in the textSquare’s first name field.
Metadatasource set to square, and record_id set to the record’s id, so the status and reply webhooks for this text can find the record again.
ServiceAuto, 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 Square’s field back into To and turn the Zap on.

Confirm appointments

PartWhat it is
TriggerWhen an appointment is booked in Square
ActionBlueBot’s Send Text action
Connects throughZapier

Steps

  1. Start a Zap with Square’s trigger for a new booking.
  2. Add BlueBot’s Send Text action and map the customer’s phone to To.
  3. Write the text with the service and time mapped in.

Map the fields

BlueBot fieldMap it to
ToThe person’s mobile number from Square. US numbers can leave off the +1.
TextHi {{first_name}}, you’re booked for a {{service}} on {{date}} at {{time}}. Reply here to change it.
{{first_name}} in the textSquare’s first name field.
{{service}} in the textSquare’s service field.
{{date}} in the textSquare’s date field.
{{time}} in the textSquare’s time field.
Metadatasource set to square, and record_id set to the record’s id, so the status and reply webhooks for this text can find the record again.
ServiceAuto, 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 Square’s field back into To and turn the Zap on.

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. Stop words
  • A text that can’t go yet waits with a hold rather than failing: quiet hours, your Mac away, a daily limit. Holds
  • Square with BlueBot on the integrations page says what else the two do together.