Two recipes for ClickUp. 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 ClickUp connects
Zapier: BlueBot’s Zapier app has a Send Text action and instant triggers for incoming texts and every change of state.
Make: BlueBot’s Make app sends texts and starts scenarios when a text comes in or changes state.
Keep the client’s phone number in a custom field on the task.
Start a Zap with ClickUp’s trigger for a task status change.
Add a Filter by Zapier step for the status you text about, then BlueBot’s Send Text action with that field in To.
Map the fields
BlueBot field
Map it to
To
The person’s mobile number from ClickUp. US numbers can leave off the +1.
Text
Hi {{first_name}}, your {{task_name}} is now {{status}}. I’ll text you when it’s ready.
{{first_name}} in the text
ClickUp’s first name field.
{{task_name}} in the text
ClickUp’s task name field.
{{status}} in the text
ClickUp’s status field.
Metadata
source set to clickup, 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 ClickUp’s field back into To and turn the Zap on.
Make a task from each text
Part
What it is
Trigger
A text comes in (BlueBot’s message.received webhook)
Action
BlueBot’s Watch Incoming Texts module starts it, and ClickUp takes the text
Start a scenario from BlueBot’s webhook for incoming texts.
Add ClickUp’s module that creates a task in your requests list.
Put the sender’s number in the task’s name and the words of the text in its description.
Map the fields
From BlueBot
Into ClickUp
From
The phone number to find the person by in ClickUp. It’s in E.164 (+15555550123); search by the last 10 digits if ClickUp 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. 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
ClickUp with BlueBot on the integrations page says what else the two do together.