BlueBot
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Attio

Text people as records change in Attio, and keep the replies with the record.
Start free for 7 daysStep-by-step in the docs

All integrationsattio.com(opens in a new tab)

What you can do

  • Text a person when their record changes in Attio, such as a deal reaching a stage.
  • Keep each reply with the person’s record as a note.

How it connects

  • Recommended

    Zapier

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

    Zapier in the docs

  • API

    Your own code calls BlueBot’s REST API and listens to its signed webhooks.

    API in the docs

Recipes

Two recipes to start from.

Set one up as written, or change it to fit how you work. The docs have the same recipes step by step.
01With Zapier

Text when a record changes

Starts when

When a record is updated in Attio

  1. Start a Zap with Attio’s trigger for an updated record.
  2. Add a Filter by Zapier step for the change you care about, such as a deal reaching the stage you text about.
  3. Add BlueBot’s Send Text action and map the person’s phone number to To.

The text it sends

Hi {{first_name}}, you’re all set. Your onboarding call is next, and I’ll text you a time tomorrow.

From your own number

02With the API

Keep replies on the record

Starts when

A text comes in (BlueBot’s message.received webhook)

  1. Point a BlueBot webhook for message.received at your own endpoint.
  2. Find the person in Attio by the sender’s number through Attio’s API.
  3. Add the reply to their record as a note.
Step-by-step in the docs

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