Trigger-Based MessagingWorkflows
SMS automation in APEX sends follow-up texts automatically when a trigger fires — a new contact, a form submission, a reply or a status change — following a sequence you build on a drag-and-drop canvas. Build the follow-up your top closer would run once, and it runs for every lead.
Built for the way insurance teams sell.
Visual Drag-and-Drop
Build sequences on a canvas you can actually read. Triggers, delays, branches, and messages — wire them up the way you think.
Smart Branching
If they reply, route to a human. If they click, send the quote. If they go cold, drop them in a re-engagement loop. All automatic.
Set It and Trust It
Stop rules, quiet hours, opt-out handling, and reply detection are built-in. Your sequences stay safe even when you sleep.
| Feature | APEX | HubSpot | ActiveCampaign | Manual |
|---|---|---|---|---|
| Visual SMS workflow builder | ✓ | Email-first | Email-first | ✗ |
| Conditional branches | Unlimited | Limited | Limited | ✗ |
| Reply-based triggers | ✓ | ✗ | ✗ | ✗ |
| Auto stop on opt-out | ✓ | ✓ | ✓ | ✗ |
| Built for SMS-first teams | ✓ | ✗ | ✗ | ✗ |
| Time to first workflow | 5 min | 1 hr+ | 1 hr+ | ∞ |
Everything you need, nothing you don't.
Trigger library
New contact, form submit, tag added, reply received, status changed — fire on anything.
Delays + windows
Wait minutes, hours, or days. Restrict to business hours and contact-local time zones.
Multi-channel steps
Mix SMS, MMS, and internal alerts inside one sequence.
Per-step analytics
See open, click, reply, and conversion rates on every node — find the leaks fast.
Your top closer's playbook, running 24/7.
See a workflow built live in under five minutes on a real lead — start to finish.