Who This Is For / When to Use
This article is for users who want to send automated SMS messages such as appointment reminders, confirmations, or updates as part of a workflow.
What the Send SMS Action Does
The Send SMS workflow action sends a text message to the contact enrolled in the workflow.
You can:
Personalize messages using dynamic fields
Use saved SMS templates
Add URL-based attachments
Test messages before publishing
How to Add the Send SMS Action to a Workflow
Go to Automations > Workflows.
Click Create Workflow and select Start from Scratch.
Click the + icon where you want to send an SMS.
Select Send SMS.
Configure the Send SMS Action
Action Name
Set a clear internal name so the action is easy to identify in the workflow.
Example:
24hr Reminder SMS
Message Content
Enter your SMS message in the Message field.
Insert dynamic fields using the tag icon.
Common dynamic fields:
{{contact.first_name}}
{{appointment.title}}
{{appointment.start_time}}
Each message is sent using the contact’s phone number on file.
Write Message with AI (Optional)
Click Write with AI to generate message content automatically.
Use this when:
You want quick, ready-to-send copy
You do not want to manually write SMS text
AI-generated text can be edited before saving.
Add Attachments (Optional)
You can include a URL link as an attachment.
Use cases:
Appointment details page
Event link
Payment or confirmation page
Only URL-based attachments are supported.
Test the SMS
Before publishing:
Enter a number in Test Phone Number.
Click Send Test SMS.
This sends the message exactly as configured, including dynamic fields where possible.
Save the Action
Click Save Action to apply the SMS step to your workflow.
Example: Appointment Reminder Workflow
This example uses two SMS reminders to reduce no-shows.
Workflow Structure
Trigger: Appointment scheduled
Wait: 24 hours before appointment
Action: Send SMS (24-hour reminder)
Wait: 1 hour before appointment
Action: Send SMS (1-hour reminder)
Example SMS Content
24-Hour Reminder
Hi {{contact.first_name}}, this is a reminder for your appointment tomorrow at {{appointment.start_time}}.
1-Hour Reminder
Hi {{contact.first_name}}, this is a reminder for your appointment in one hour at {{appointment.start_time}}.
Common Issues and Fixes
SMS Is Not Delivered
Confirm the contact has a valid phone number.
Ensure the workflow is published.
Dynamic Fields Show Blank
Verify the contact or appointment data exists at the time the SMS is sent.
Attachments Do Not Open
Confirm the attachment is a valid, publicly accessible URL.