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Beyond the built-in templates, you can create workflows with custom trigger and condition combinations. This reference covers all available trigger types and how to combine them.
| Trigger | Fires When |
|---|---|
| Client Connected | A client accepts your invitation |
| Client Disconnected | A client disconnects from your practice |
| Engagement Score Changed | A client's score crosses a threshold (up or down) |
| Plan Changed | A client upgrades or downgrades their subscription |
| Trigger | Fires When |
|---|---|
| Snapshot Recorded | A client records a new policy snapshot |
| Snapshot Stale | A client's most recent snapshot exceeds a configured age |
| Policy Added | A client adds a new policy to their account |
| Loan Draw Recorded | A client records a new policy-loan draw |
| Deployment Created | A client adds a new capital deployment |
| Trigger | Fires When |
|---|---|
| Deal Stage Changed | A deal moves to a specified stage |
| Deal Created | A new deal is added to the pipeline |
| Deal Won | A deal is marked as won |
| Deal Lost | A deal is marked as lost |
| Deal Stale | A deal hasn't moved stages within a configured period |
Conditions narrow which clients or deals the workflow applies to. You can combine multiple conditions — all must be true for the workflow to execute.
| Condition Type | Options |
|---|---|
| Client plan | Starter, Builder Pro |
| Engagement band | Active, Moderate, Low, Inactive |
| Client tenure | Less than / more than X days |
| Policy count | Less than / more than X policies |
| Referral source | Specific referral code |
| Pipeline stage | Specific stage name |
| Assigned team member | Specific team member |
Go to Smart Lists & Workflows → Workflows → New Workflow.
Click Start from Scratch (instead of choosing a template).
Select a trigger from the dropdown.
Add conditions (optional) — click Add Condition and configure each one.
Add actions — click Add Action and choose what happens (create reminder, add note, move deal).
Name the workflow clearly (e.g., "Flag stale deals after 14 days").
Toggle to Active and Save.
| Action | What It Does |
|---|---|
| Create Reminder | Adds a reminder to your inbox with configurable text and due date |
| Add Client Note | Creates a note on the client's profile with configurable content |
| Move Deal | Moves a pipeline deal to a specified stage |
| Notify Team Member | Sends an in-app notification to a specific team member |
Each workflow can have multiple actions. Actions execute in sequence — the first action completes before the second begins. There is typically a few seconds between each action.
| Plan | Active Workflows |
|---|---|
| All paid plans | 25 active workflows |
If you need more than 25 active workflows, archive workflows you're no longer using to free up slots.
Policy Stack is a tracking and visualization tool. It does not provide financial advice, recommendations, or opinions on what you should do with your banking system.
Policy Stack is independent of and is not affiliated with, sponsored by, or endorsed by Infinite Banking Concepts, LLC or the Nelson Nash Institute.
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