> ## Documentation Index
> Fetch the complete documentation index at: https://help.messagesync.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Send iMessage

> The  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[​](#key-benefits "Direct link to 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[​](#who-should-use-it "Direct link to 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[​](#requirements "Direct link to Requirements")

Before using this action:

<Steps>
  <Step>
    **Update your iMessage provider app** to the latest version

    * Go to **App Marketplace → Installed Apps → iMessage provider → Update**
  </Step>

  <Step>
    **Connect a native (Apple device) instance**

    * Use the **Native Instance Settings dashboard** to connect one or more Apple devices
  </Step>
</Steps>

***

## How to Set Up[​](#how-to-set-up "Direct link to How to Set Up")

### Step 1: Create or Edit a Workflow[​](#step-1-create-or-edit-a-workflow "Direct link to Step 1: Create or Edit a Workflow")

<Steps>
  <Step>
    Go to **Automation → Workflows**
  </Step>

  <Step>
    Create a new workflow or edit an existing one
  </Step>

  <Step>
    Add your desired trigger (Form Submitted, iMessage Inbound, Appointment Booked, etc.)
  </Step>
</Steps>

### Step 2: Add the Action[​](#step-2-add-the-action "Direct link to Step 2: Add the Action")

<Steps>
  <Step>
    Click **+** or **Add New Action** after your trigger
  </Step>

  <Step>
    Switch to the **Apps** tab
  </Step>

  <Step>
    Click the **iMessage provider** app icon
  </Step>

  <Step>
    Select **Send iMessage**
  </Step>
</Steps>

<Frame>
  <img src="https://mintcdn.com/goghl-whitelable/d0UJrCwlyc8wzaxE/images/automation/actions/assets/images/send-imessage-action-596985d544195422cb5152580ee0fe6c.png?fit=max&auto=format&n=d0UJrCwlyc8wzaxE&q=85&s=431e93ad3050a9480bc9c5fba4236791" alt="Send iMessage" width="2878" height="1550" data-path="images/automation/actions/assets/images/send-imessage-action-596985d544195422cb5152580ee0fe6c.png" />
</Frame>

### Step 3: Configure the Action[​](#step-3-configure-the-action "Direct link to Step 3: Configure the Action")

| Field                   | Required | Description                                                                                   |
| ----------------------- | -------- | --------------------------------------------------------------------------------------------- |
| **Action Name**         | Yes      | A label for this action in the workflow (e.g. "Send iMessage")                                |
| **Message**             | Yes      | The message text to send (supports custom variables)                                          |
| **Attachment**          | No       | Upload a file (**System upload**) or pick one from the **Media library**                      |
| **Device Phone Number** | No       | The connected Apple device to send from. Leave empty to use your dashboard's default instance |

### Step 4: Save and Publish[​](#step-4-save-and-publish "Direct link to Step 4: Save and Publish")

<Steps>
  <Step>
    Click **Save action**
  </Step>

  <Step>
    Review your complete workflow
  </Step>

  <Step>
    Toggle from **Draft** to **Published**
  </Step>
</Steps>

***

## Action Fields Explained[​](#action-fields-explained "Direct link to Action Fields Explained")

### Message Field[​](#message-field "Direct link to 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:**

```text theme={null}
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[​](#attachment-field "Direct link to 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[​](#device-phone-number-field "Direct link to 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[​](#example-use-cases "Direct link to Example Use Cases")

### Use Case 1: Instant Lead Follow-Up[​](#use-case-1-instant-lead-follow-up "Direct link to 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:**

```text theme={null}
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[​](#use-case-2-auto-reply-to-inbound-messages "Direct link to Use Case 2: Auto-Reply to Inbound Messages")

Acknowledge every inbound iMessage automatically.

**Trigger:** iMessage Inbound

**Action:** Send iMessage

* **Message:**

```text theme={null}
Thanks for your message! We've received it and will reply shortly. 
```

***

## Important Notes[​](#important-notes "Direct link to Important Notes")

### Technical Details[​](#technical-details "Direct link to 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[​](#best-practices "Direct link to Best Practices")

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

***

## FAQs[​](#faqs "Direct link to FAQs")

<AccordionGroup>
  <Accordion title="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.
  </Accordion>

  <Accordion title="Can I attach a file?">
    Yes. Use the **Attachment** field to upload a file (System upload) or pick one from the Media library.
  </Accordion>

  <Accordion title="Can I personalize the message?">
    Yes. Click the tag icon in the Message field to insert custom variables like `{{contact.first_name}}`.
  </Accordion>

  <Accordion title="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.
  </Accordion>
</AccordionGroup>

***

## Support[​](#support "Direct link to Support")

If you need help with the setup or onboarding:

* Email: [**support@messagesync.ai**](mailto:support@messagesync.ai)