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Why it matters: Manually replying to contacts over iMessage doesn’t scale. With this action you can send personalized iMessages triggered by any CRM event-new leads, appointments, form submissions, replies, and more.

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Key Benefits​

Automated Messaging - Send iMessages automatically from any workflow Personalized Content - Use custom variables to tailor every message Attachment Support - Include an image, video, or file with your message Multi-Device Support - Choose which connected Apple device sends the message Workflow Integration - Combine with any CRM trigger for powerful automation

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Who Should Use It​

Sales Teams - Instantly follow up with new leads over iMessage Support Teams - Send confirmations and updates automatically Agencies - Automate client-facing messaging across sub-accounts Operations - Send reminders, alerts, and status updates Marketers - Deliver timely, personalized iMessage touches

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Requirements​

Before using this action:
1
Update your iMessage provider app to the latest version
  • Go to App Marketplace → Installed Apps → iMessage provider → Update
2
Connect a native (Apple device) instance
  • Use the Native Instance Settings dashboard to connect one or more Apple devices

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How to Set Up​

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Step 1: Create or Edit a Workflow​

1
Go to Automation → Workflows
2
Create a new workflow or edit an existing one
3
Add your desired trigger (Form Submitted, iMessage Inbound, Appointment Booked, etc.)

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Step 2: Add the Action​

1
Click + or Add New Action after your trigger
2
Switch to the Apps tab
3
Click the iMessage provider app icon
4
Select Send iMessage
Send iMessage

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Step 3: Configure the Action​

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Step 4: Save and Publish​

1
Click Save action
2
Review your complete workflow
3
Toggle from Draft to Published

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Action Fields Explained​

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Message Field​

Enter the message you want to send. You can:
  • Type plain text
  • Use custom variables (click the tag icon to insert)
  • Include emojis
  • Use line breaks for formatting
Example with variables:

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Attachment Field​

Attach a file to send with your message. You have two options:
  • System upload - Click to upload, or drag and drop a file
  • Media library - Select an existing file from your library
This field is optional.

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Device Phone Number Field​

Choose which connected Apple device sends the message.
Connected native instances. Use the Native Instance Settings dashboard to connect more instances.

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Example Use Cases​

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Use Case 1: Instant Lead Follow-Up​

Reply to a new lead the moment they submit a form. Trigger: Form Submitted Action: Send iMessage
  • Message:

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Use Case 2: Auto-Reply to Inbound Messages​

Acknowledge every inbound iMessage automatically. Trigger: iMessage Inbound Action: Send iMessage
  • Message:

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Important Notes​

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Technical Details​

  • Messages send from your connected Apple device (native instance)
  • Leaving Device Phone Number empty uses your dashboard’s default instance
  • Supports text, emojis, and one attachment per message
  • Works with all standard CRM workflow triggers

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Best Practices​

  • Keep messages concise and personal
  • Use relevant variables only
  • Test before publishing
  • Avoid over-messaging - too many messages cause fatigue

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FAQs​

The one you select in the Device Phone Number field. Connect more devices from the Native Instance Settings dashboard.
Yes. Use the Attachment field to upload a file (System upload) or pick one from the Media library.
Yes. Click the tag icon in the Message field to insert custom variables like {{contact.first_name}}.
The message will fail to send. Make sure your connected device stays online and signed in to iMessage.

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Support​

If you need help with the setup or onboarding: