SMS in Sequences
A text box on the same canvas as the email and the call. It writes a properly formed outbound message into the right thread and hands it to the carrier holding the number it is going out from.
A text step, from three phone columns to a receipt
sent- phone_e164+447700900142
- mobile_phone07700 900142
- phone01865 240110
- attemptsfive, then it stops
- backoffexponential, from a second
- at a timetwenty off the queue
- queuedwritten
- senthanded over
- deliveredreceipt back
- failedcarrier refused
- receivedtheir reply
Product figures from the platform’s own defaults - not customer averages
How it works.
It picks a number off the record
The first of the standardised number, the mobile and the plain phone field that has anything in it, cut back to digits and a leading plus. No number, or an empty body, and the step notes the reason and moves along.
It writes into the real message store
A number belonging to the workspace stands as the sender, the thread with that recipient is found or created, and a row goes in marked outbound. This is the same table the messaging screens read from, so the cadence and the inbox are looking at one conversation.
The queue is what carries it out
The row enters at queued and the messaging worker lifts it onto the carrier that holds the sending number, moving it to sent and then to delivered as the receipt comes back. It runs on the same job runner as the rest of the platform's background work.
The step is recorded whichever way it goes
Sent or not sent, an entry is written against the run carrying the body, the recipient and the outcome. The walk always proceeds, so a text can never block a cadence behind it.
One moment in every run.
Every run passes through the same seven. SMS in Sequences is the lit one, and everything either side of it is a different page in this category.
- 01Trigger
the thing that happened first
- 02Enrol
how somebody gets onto it
- 03Wait
the pause, and what governs its length
- 04Branch
the fork, and which side is taken
- 05Act
the mail, the text, the task that goes out
- 06Measure
what counts as it having worked
- 07Exit
how somebody comes off it
The specifics.
8 facts- What the step holds
- One message body. No merge tokens are substituted into it before it is stored
- Number chosen
- Standardised field, then mobile, then plain phone. The first with a value wins
- Sender
- Whichever number the workspace hands back first, with no ordering asked for. The step cannot choose
- States
- Queued on the way in, then sent, delivered or failed as the carrier answers back
- Delivery
- Through the messaging queue onto the carrier holding the sending number, with the receipt written onto the row
- Inbound
- A reply lands on the same thread, and the SMS inbox is the screen it is read on
- Blocking
- Never. The walk carries on the moment the row is written, whatever the carrier does afterwards
- Not the same as
- This sends a text from inside a cadence. Reading the conversation it starts is the SMS inbox
What starts this, and what it starts.
Automation is only ever a middle. These are the things that set it running and the things that run because of it.
More in Automation & Flows
13 capabilitiesSequences, dispositions and webhooks that act without being asked.
A unique URL per integration with HMAC signing, rate limits, payload caps and idempotency - plus a log of every delivery it ever accepted or refused.
Branch on whether they opened, clicked or replied, and on how the last call was dispositioned - so the next step answers what actually happened.
Weighted splits assigned by a deterministic hash of the enrolment, so a lead always takes the same arm no matter how often that step is run again.
Hold a lead for minutes or days between steps, clamped to the sending window you set, so that an overnight wait never lands at four in the morning.
Set the hours a sequence may send inside, as a fixed offset you enter yourself, and every wait is pushed forward into them before it is stored.
One do-not-contact roll per workspace, checked when a lead is enrolled and again inside the send, straight after that send has taken its own claim.
New leads enrol themselves the moment they are created, and the four guards that can refuse an add are read on every single route into a cadence.
Name a linked deal as the outcome that means the sequence worked. Reaching it stamps goal met on the run and takes the branch you wired behind it.
Twenty-six behaviours attach to wrap-up codes, and twenty codes ship already pointing at one, so ending a call the right way books the follow-up.
Six event types a CRM rule fires from: stage change, field update, new record, reassignment, schedule and inactivity, agreed in four places at once.
Send the email, assign the owner, raise the task, set the field, move the stage or call a webhook. Six modules, run in the order you stored them.
Eight comparison operators guarding each action, combined with AND and only AND, so a rule meaning either of two things is built twice, as two rules.
A versioned path, a key minted once and kept as a hash, and the same role and profile model the interface runs on deciding what that key may touch.
The rest of the platform.
Five more categories, all on the same record and the same bill. Each card names three of its capabilities, so you can tell from here whether it is worth opening.
Automation & Flows
See sms in sequences on your own floor.
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