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Send iMessage Action

The Send iMessage action is a custom workflow action that sends an iMessage to a contact directly from your CRM workflows, using your connected Apple device. Automate replies, confirmations, reminders, and follow-ups without sending anything by hand.

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.

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

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

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

How to Set Up​

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.)

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

Step 3: Configure the Action​

FieldRequiredDescription
Action NameYesA label for this action in the workflow (e.g. "Send iMessage")
MessageYesThe message text to send (supports custom variables)
AttachmentNoUpload a file (System upload) or pick one from the Media library
Device Phone NumberNoThe connected Apple device to send from. Leave empty to use your dashboard's default instance

Step 4: Save and Publish​

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

Action Fields Explained​

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:

Hi {{contact.first_name}} 👋

Thanks for reaching out! A member of our team will get back to you shortly.

Meanwhile, feel free to reply here with any questions.

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.

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.

Example Use Cases​

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:
Hi {{contact.first_name}}! 🎉

Thanks for your interest. We received your request and will be in touch within the next few minutes.

Use Case 2: Auto-Reply to Inbound Messages​

Acknowledge every inbound iMessage automatically.

Trigger: iMessage Inbound

Action: Send iMessage

  • Message:
Thanks for your message! We've received it and will reply shortly. 🙏

Important Notes​

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

Best Practices​

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

FAQs​

Which device does the message send from?​

The one you select in the Device Phone Number field. Connect more devices from the Native Instance Settings dashboard.

Can I attach a file?​

Yes. Use the Attachment field to upload a file (System upload) or pick one from the Media library.

Can I personalize the message?​

Yes. Click the tag icon in the Message field to insert custom variables like {{contact.first_name}}.

What happens if my Apple device is offline?​

The message will fail to send. Make sure your connected device stays online and signed in to iMessage.

Let's connect