Bullhorn CRM + Text Request

Create notes in Bullhorn CRM for new messages received in Text Request

When a new message is received inside Text Request, this workflow will directly create a note in your Bullhorn CRM. A seamless solution for saving you time, it ensures that each communication is documented efficiently and promptly within your customer relationship management system. Enhance your productivity by leveraging this streamlined process.

When this happens...
New Message Received
Triggers when a new message is received.
TriggerInstant
automatically do this!
Create Note
Creates a new Note.
ActionWrite

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Supported triggers and actions

What does this mean?

- Text Request PhoneRequired
Trigger
Instant
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- Text Request PhoneRequired
Trigger
Instant
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- MessageRequired
- Recipient PhoneRequired
- Sender PhoneRequired
Action
Write
- Fields to LookupRequired
Trigger
Scheduled
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- Tearsheet NameRequired
- Person TypeRequired
- Fields to LookupRequired
Trigger
Scheduled
Try It

- Fields to LookupRequired
Trigger
Scheduled
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- Fields to LookupRequired
Trigger
Scheduled
Try It

- Fields to LookupRequired
Trigger
Scheduled
Try It
- Federal Filing Status
- First Name
- Last Name
- Email
- Username
- Is Day Light Savings
- Salary
- Middle Name
- Company Name
- Travel Limit
- Day Rate
- Date Available
- Date of Birth
- Day Rate Low
- Fax 3
- Fax 2
- Name Prefix
- Custom Text 12
- Custom Text 11
- Custom Text 10
- Pager
- Custom Text 13
- Custom Text 14
- Custom Text 15
- Custom Text 16
- Custom Text 17
- Custom Text 18
- Custom Text 19
- Custom Float 3
- Custom Text Block 3
- Custom Text Block 4
- Custom Text Block 5
- Custom Text 20
- Ethnicity
- Custom Text Block 1
- Comments
- Custom Float 2
- Custom Text Block 2
- Custom Float 1
- Name Suffix
- Phone
- Custom Date 1
- Custom Int 1
- Custom Date 2
- Custom Date 3
- Custom Int 3
- Custom Int 2
- Social Security Number (SSN)
- Phone 2
- Phone 3
- LocalAddtionalWitholdingsAmount
- Description
- Gender
- Employee Type
- Occupation
- Hourly Rate
- Fax
- Status
- Tax State
- Company URL
- Owner Name
- StateAddtionalWitholdingsAmount
- Date Available End
- Work Phone
- Hourly Rate Low
- Custom Text 7
- Custom Text 6
- Custom Text 9
- Custom Text 8
- Custom Text 3
- Custom Text 2
- Preferred Contact
- Custom Text 5
- Custom Text 4
- Custom Text 1
- Email 2
- Email 3
- Address: Address 1
- Address: Address 2
- Address: City
- Address: State
- Address: Postal Code
- Full Name
Action
Write
- EmailRequired
- Custom Date 1
- Custom Date 2
- Custom Date 3
- Custom Float 1
- Custom Float 2
- Custom Float 3
- Custom Int 1
- Custom Int 2
- Custom Int 3
- Custom Text 1
- Custom Text 2
- Custom Text 3
- Custom Text 4
- Custom Text 5
- Custom Text 6
- Custom Text 7
- Custom Text 8
- Custom Text 9
- Custom Text 10
- Custom Text 11
- Custom Text 12
- Custom Text 13
- Custom Text 14
- Custom Text 15
- Custom Text 16
- Custom Text 17
- Custom Text 18
- Custom Text 19
- Custom Text 20
- Custom Text Block 1
- Custom Text Block 2
- Custom Text Block 3
- Custom Text Block 4
- Custom Text Block 5
- Mobile Phone
- Status
- Address: Address 1
- Address: Address 2
- Address: City
- Address: State
- Address: Postal Code
- Id
- First Name
- Last Name
- Full Name
- Client Corporation
Action
Write
- First Name
- Last Name
- Full Name
- Status
- Company Name
- Company URL
- Phone
- Cell Phone
- Description
- Email
Action
Write
- ActionRequired
- CommentsRequired
- Personal Reference EmailRequired
- Owner Name
- Date Added
- Minutes Spent
- Personal Reference Type
Action
Write
- SubjectRequired
- Description
- Date Begin
- Date End
- Date Completed
- Type
Action
Write
- First Name
- Last Name
- Email
- Candidate ID
- Fields to LookupRequired
Action
Search

- Text Request PhoneRequired
Trigger
Instant
Try It
- Name
- Contact PhoneRequired
- Text Request PhoneRequired
Action
Write
- Fields to LookupRequired
Trigger
Scheduled
Try It
- Fields to LookupRequired
Trigger
Scheduled
Try It
- Fields to LookupRequired
Trigger
Scheduled
Try It
- Fields to LookupRequired
Trigger
Scheduled
Try It
- Fields to LookupRequired
Trigger
Scheduled
Try It
- Fields to LookupRequired
Trigger
Scheduled
Try It
- EmailRequired
- Custom Date 1
- Custom Date 2
- Custom Date 3
- Custom Float 1
- Custom Float 2
- Custom Float 3
- Custom Int 1
- Custom Int 2
- Custom Int 3
- Custom Text 1
- Custom Text 2
- Custom Text 3
- Custom Text 4
- Custom Text 5
- Custom Text 6
- Custom Text 7
- Custom Text 8
- Custom Text 9
- Custom Text 10
- Custom Text 11
- Custom Text 12
- Custom Text 13
- Custom Text 14
- Custom Text 15
- Custom Text 16
- Custom Text 17
- Custom Text 18
- Custom Text 19
- Custom Text 20
- Custom Text Block 1
- Custom Text Block 2
- Custom Text Block 3
- Custom Text Block 4
- Custom Text Block 5
- Mobile Phone
- Status
- Address: Address 1
- Address: Address 2
- Address: City
- Address: State
- Address: Postal Code
- First Name
- Last Name
- Full Name
- Client Corporation
Action
Write
- TitleRequired
- DescriptionRequired
- Contact Email
- Contact Name
- Corporation
- Correlated Custom Date 1
- Correlated Custom Date 2
- Correlated Custom Date 3
- Correlated Custom Float 1
- Correlated Custom Float 2
- Correlated Custom Float 3
- Correlated Custom Int 1
- Correlated Custom Int 2
- Correlated Custom Int 3
- Correlated Custom Text 1
- Correlated Custom Text 2
- Correlated Custom Text 3
- Correlated Custom Text 4
- Correlated Custom Text 5
- Correlated Custom Text 6
- Correlated Custom Text 7
- Correlated Custom Text 8
- Correlated Custom Text 9
- Correlated Custom Text 10
- Correlated Custom Text Block 1
- Correlated Custom Text Block 2
- Correlated Custom Text Block 3
- Custom Date 1
- Custom Date 2
- Custom Date 3
- Custom Float 1
- Custom Float 2
- Custom Float 3
- Custom Int 1
- Custom Int 2
- Custom Int 3
- Custom Text 1
- Custom Text 2
- Custom Text 3
- Custom Text 4
- Custom Text 5
- Custom Text 6
- Custom Text 7
- Custom Text 8
- Custom Text 9
- Custom Text 10
- Custom Text 11
- Custom Text 12
- Custom Text 13
- Custom Text 14
- Custom Text 15
- Custom Text 16
- Custom Text 17
- Custom Text 18
- Custom Text 19
- Custom Text 20
- Custom Text Block 1
- Custom Text Block 2
- Custom Text Block 3
- Custom Text Block 4
- Custom Text Block 5
Action
Write
- First Name
- Last Name
- Full Name
- Status
- Company Name
- Company URL
- Phone
- Cell Phone
- Description
- Email
- Id
Action
Write
- TitleRequired
- Corporation
- Contact Email
- Contact Name
- Actual Close Date
- Assigned Date
- Benefits
- Bonus Package
- Branch Code
- Campaign Source
- Committed
- Correlated Custom Float 1
- Correlated Custom Float 2
- Correlated Custom Float 3
- Correlated Custom Int 1
- Correlated Custom Int 2
- Correlated Custom Int 3
- Correlated Custom Text 1
- Correlated Custom Text 10
- Correlated Custom Text 2
- Correlated Custom Text 3
- Correlated Custom Text 4
- Correlated Custom Text 5
- Correlated Custom Text 6
- Correlated Custom Text 7
- Correlated Custom Text 8
- Correlated Custom Text 9
- Correlated Custom Text Block 1
- Correlated Custom Text Block 2
- Correlated Custom Text Block 3
- Cost Center
- Custom Date 1
- Custom Date 2
- Custom Date 3
- Custom Float 1
- Custom Float 2
- Custom Float 3
- Custom Int 1
- Custom Int 2
- Custom Int 3
- Custom Text 1
- Custom Text 10
- Custom Text 11
- Custom Text 12
- Custom Text 13
- Custom Text 14
- Custom Text 15
- Custom Text 16
- Custom Text 17
- Custom Text 18
- Custom Text 19
- Custom Text 2
- Custom Text 20
- Custom Text 3
- Custom Text 4
- Custom Text 5
- Custom Text 6
- Custom Text 7
- Custom Text 8
- Custom Text 9
- Custom Text Block 1
- Custom Text Block 2
- Custom Text Block 3
- Custom Text Block 4
- Custom Text Block 5
- Deal Value
- Degree List
- Description
- Education Degree
- Effective Date
- Estimated Duration
- Estimated End Date
- Estimated Hours Per Week
- Estimated Start Date
- Expected Bill Rate
- Expected Close Date
- Expected Fee
- Expected Pay Rate
- Egnore Until Date
- Is Deleted
- Is Open
- Mark Up Percentage
- Num Openings
- On Site
- Options Package
- Priority
- Public Description
- Published Zip
- Reason Closed
- Salary
- Salary Unit
- Skill List
- Source
- Status
- Type
- Weighted Deal Value
- Will Relocate
- Win Probability Percent
- Years Required
- Id
- Email Blueprint Company Name
- Owner Name
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

About Bullhorn CRM

Bullhorn provides cloud-based CRM solutions for companies in service-based industries. Its data capture and customer insight technology puts the most up-to-date and powerful information at users' fingertips to give them everything they need to win customers and keep them happy.

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Text Request

Text Request is a business texting platform that helps your company communicate via SMS.

Learn more Help

Related categories

Phone & SMS

Related Zap Templates

Get notified by Text Request SMS when new BullHorn CRM leads are created

Add new Bullhorn CRM candidates as Text Request contacts

Bullhorn CRM + Text Request

Create notes in Bullhorn CRM for new messages received in Text Request

New Contact

New Message Sent

Send Message

Updated Candidate

Entity Added to Tearsheet

New Project

Updated Lead

Updated Opportunity

Create Candidate

Federal Filing Status

First Name

Last Name

Email

Username

Is Day Light Savings

Salary

Middle Name

Company Name

Travel Limit

Day Rate

Date Available

Date of Birth

Day Rate Low

Fax 3

Fax 2

Name Prefix

Custom Text 12

Custom Text 11

Custom Text 10

Pager

Custom Text 13

Custom Text 14

Custom Text 15

Custom Text 16

Custom Text 17

Custom Text 18

Custom Text 19

Custom Float 3

Custom Text Block 3

Custom Text Block 4

Custom Text Block 5

Custom Text 20

Ethnicity

Custom Text Block 1

Comments

Custom Float 2

Custom Text Block 2

Custom Float 1

Name Suffix

Phone

Custom Date 1

Custom Int 1

Custom Date 2

Custom Date 3

Custom Int 3

Custom Int 2

Social Security Number (SSN)

Phone 2

Phone 3

LocalAddtionalWitholdingsAmount

Description

Gender

Employee Type

Occupation

Hourly Rate

Fax

Status

Tax State

Company URL

Owner Name

StateAddtionalWitholdingsAmount

Date Available End

Work Phone

Hourly Rate Low

Custom Text 7

Custom Text 6

Custom Text 9

Custom Text 8