Skip to main content
Note: force_first_message is not a standalone endpoint. It is a field on the Create Lead request body. Send it on POST /leads together with a workflow_id. Override the first outreach when creating a lead and assigning it to a workflow. Instead of the workflow’s default first contact (hot contact, initial templates, or first cadence step), your custom message is sent immediately via the specified channel. The rest of the cadence sequence continues normally from the second touchpoint onward. This is useful when importing leads from external CRMs or ad platforms where you want to send a personalized first message while still leveraging the full cadence engine for follow-ups.

How It Works

Use the force_first_message field in the Create Lead request body alongside a workflow_id:

force_first_message Fields

Supported Channels

Email

Sends an email from the client’s verified sender domain. The sender is resolved in this order:
  1. sender_id provided in force_first_message (explicit)
  2. email_sender_id configured in the workflow settings (fallback)
The email is tracked in mail_logs with full delivery status (sent, delivered, opened, bounced). The lead must have an email field.

WhatsApp

Sends a free-form text message via WhatsApp. The lead must have a phone field. Note: Free-form WhatsApp messages require an open 24 hour session window. Since this is typically a new lead who hasn’t messaged first, the send may fail if no prior interaction exists. If the send fails, the response will include force_first_message.sent: false with the error, and the cadence will still continue normally.

Cadence Behavior

When force_first_message is provided: The forced message is recorded as a touchpoint, so workflow_runs.total_touchpoints will be 1 before the cadence’s next action fires.

Response

The response includes a force_first_message object alongside the standard lead and workflow_run data: Success:
Send failed (cadence still starts):

Error Handling

  • If the forced message fails to send, the cadence still starts from the second touchpoint. The response flags sent: false with the error message so the caller can decide whether to retry.
  • The lead is always created and assigned to the workflow regardless of the forced message result.

Validation Errors

Last modified on July 10, 2026