# Zapier recipes

> Send a text from any Zap, and start a Zap when someone texts you back.

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](https://usebluebot.com/docs/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 |
| Action           | BlueBot’s **Send Text** action                                                 |
| Connects through | [Zapier](https://usebluebot.com/docs/zapier)                                                         |

### Steps

1. Start the Zap with the trigger that means someone asked to hear from you.
2. Add BlueBot’s Send Text action and map the person’s phone number to To.
3. Write the words in Text with the person’s first name mapped in.
4. 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 |
| Connects through | [Zapier](https://usebluebot.com/docs/zapier)                                                       |

### Steps

1. Start the Zap with BlueBot’s New Incoming Text trigger.
2. Add the app where replies belong, such as a CRM, a sheet or a help desk.
3. 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**.

## Pass scheduling replies to your assistant

| Part             | What it is                          |
| ---------------- | ----------------------------------- |
| Trigger          | BlueBot’s New Incoming Text trigger |
| Action           | BlueBot’s **Send Text** action      |
| Connects through | [Zapier](https://usebluebot.com/docs/zapier)              |

### Steps

1. Start the Zap with BlueBot’s New Incoming Text trigger.
2. Add a Filter by Zapier step that goes on only when the text contains “reschedule”.
3. 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](https://usebluebot.com/docs/concepts/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](https://usebluebot.com/docs/concepts/holds)
- [Zapier with BlueBot](https://usebluebot.com/integrations/zapier) on the integrations page says what else the two do together.
