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

​
Key Benefits​

Automated Messaging - Send SMS 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 Android 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 SMS 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 SMS touches

​
Requirements​

Before using this action:
1
Update your SMS(Android) provider app to the latest version
  • Go to App Marketplace → Installed Apps → SMS(Android) provider → Update
2
Connect an Android device
  • Use your SMS(Android) settings to connect one or more Android 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, SMS 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 SMS(Android) provider app icon
4
Select Send Android SMS
Send Android SMS

​
Step 3: Configure the Action​

FieldRequiredDescription
MessageNoThe message text to send (supports custom variables)
Connected DeviceNoThe connected Android device to send from. Leave empty to use your dashboard’s default device
AttachmentNoUpload a file (System upload) or pick one from the Media library

​
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.

​
Connected Device Field​

Choose which connected Android device sends the message.
Connected devices. Use your SMS(Android) settings to connect more Android devices. Leave this field empty to use your dashboard’s default device.

​
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.

​
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 Android SMS
  • 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 SMS automatically. Trigger: SMS Inbound Action: Send Android SMS
  • Message:
Thanks for your message! We've received it and will reply shortly.

​
Important Notes​

​
Technical Details​

  • Messages send from your connected Android device
  • Leaving Connected Device empty uses your dashboard’s default device
  • Supports text 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​

The one you select in the Connected Device field. Connect more devices from your SMS(Android) settings.
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.

​
Support​

If you need help with the setup or onboarding: