Key Benefits
Activity Tracking - Capture every outbound message automatically Automated Follow-Up - Schedule the next step the moment a reply is sent Source Awareness - Distinguish manual replies from automated sends Filtered Automation - Trigger only on messages that match your criteria Zero Manual Logging - No need to record outgoing activity by handWho Should Use It
Sales teams - Trigger follow-up sequences after a rep replies Support teams - Log outbound responses for reporting and SLAs Agencies - Audit outbound messaging across client sub-accounts Operations teams - Sync sent-message data into reporting toolsRequirements
Before using this trigger, update your messaging provider app to the latest version:How to Set Up
Step 1: Create a New Workflow
Step 2: Add the Trigger
Step 3: Add Your Actions
Add any actions you want to execute when an outbound SMS is sent:- Wait + Send Follow-Up → Schedule the next message
- Create Task → Queue a check-in
- Update Contact / Custom Field → Record last-contacted info
- Send Internal Notification → Notify a manager of the send
Step 4: Save and Publish
Available Filters
Use filters to control exactly which outbound SMS messages start the workflow. Each filter can be paired with an operator (equals, contains, etc.).| Filter | Description |
|---|---|
| Location ID | The CRM location (sub-account) the message was sent from |
| Source | The origin of the message (e.g. manual send vs. automation) |
| Contact ID | The unique ID of the contact the message was sent to |
| Contact Phone Number | The phone number of the contact the message was sent to |
| Message | The text content of the outbound message |
| Sender Phone Number | The number the message was sent from (your SMS number) |
Example Use Cases
Use Case 1: Follow-Up After a Reply
Keep the conversation moving automatically. Trigger: SMS Outbound Action: Wait 1 day, then send a follow-up if the contact hasn’t replied.Use Case 2: Log Manual Replies Only
Track only the messages your team sends by hand. Trigger: SMS Outbound Filter: Source equals manual Action: Update a “Last Manual Contact” custom field on the contact.Important Notes
Technical Details
- The trigger fires once per outbound message
- Filters are optional - leave them blank to fire on every outbound SMS
- The Source filter helps separate manual sends from automated ones
Best Practices
- Use the Source filter to avoid follow-up loops triggered by your own automations
- Use the Contact ID filter for contact-specific flows
- Test your workflow by sending a message from your connected number
FAQs
Will this fire on messages sent by automations?
Will this fire on messages sent by automations?
Yes. Outbound messages sent by automations can also fire this trigger. Use the Source filter to separate manual sends from automated ones and avoid loops.
Do I have to add filters?
Do I have to add filters?
No. Filters are optional. Without them, the trigger fires on every outbound SMS.
Support
If you need help with the setup or onboarding:- Email: support@messagesync.ai