Three recipes for Zapier. 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 Zapier connects
Zapier: BlueBot’s Zapier app has a Send Text action and instant triggers for incoming texts and every change of state.
Text new leads from any app
Part
What it is
Trigger
A new record in any app Zapier connects, such as a form entry or a new contact
Start the Zap with the trigger that means someone asked to hear from you.
Add BlueBot’s Send Text action and map the person’s phone number to To.
Write the words in Text with the person’s first name mapped in.
Turn the Zap on, and each new record becomes a text from your number.
Map the fields
BlueBot field
Map it to
To
The person’s mobile number from Zapier. US numbers can leave off the +1.
Text
Hi {{first_name}}, this is Jordan. Thanks for reaching out! When’s a good time for a quick call?
{{first_name}} in the text
Zapier’s first name field.
Metadata
source set to zapier, 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 Zapier’s field back into To and turn the Zap on.
Bring each reply into the app you work in
Part
What it is
Trigger
BlueBot’s New Incoming Text trigger
Action
BlueBot’s New Incoming Text trigger starts it, and Zapier takes the text
Start the Zap with BlueBot’s New Incoming Text trigger.
Add the app where replies belong, such as a CRM, a sheet or a help desk.
Map the sender’s number and the words of the text into that app’s fields.
Map the fields
From BlueBot
Into Zapier
From
The phone number to find the person by in Zapier. It’s in E.164 (+15555550123); search by the last 10 digits if Zapier 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
Text your BlueBot number from another phone, one you’ve texted through BlueBot before, then press Test trigger in Zapier. It loads that text with its fields, ready to map. BlueBot copies texts from people you’ve texted through it, unless you set Which chats to copy to Everything.
Start the Zap with BlueBot’s New Incoming Text trigger.
Add a Filter by Zapier step that goes on only when the text contains “reschedule”.
Add BlueBot’s Send Text action with your assistant’s number in To and the reply in Text.
Map the fields
BlueBot field
Map it to
To
The person’s mobile number from Zapier. US numbers can leave off the +1.
Text
{{from}} wants to reschedule: “{{message}}”
{{from}} in the text
Zapier’s from field.
{{message}} in the text
Zapier’s message field.
Metadata
source set to zapier, 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 Zapier’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
Zapier with BlueBot on the integrations page says what else the two do together.