Workflows are automated sequences of actions that run when a trigger condition is met. They handle repetitive tasks — sending reminders, updating client records, flagging stale data — so you can focus on client conversations instead of manual follow-up.
How Workflows Work
Every workflow has three parts:
1. Trigger
The event that starts the workflow. Triggers fire automatically when a condition is met — you do not need to manually initiate them.
Examples of triggers:
- A new client accepts your invitation
- A client's engagement score drops below a threshold
- A policy snapshot hasn't been updated in 90 days
- A pipeline deal moves to a new stage
2. Conditions (Optional)
Filters that narrow which clients the workflow applies to. A trigger might fire for every client, but conditions let you target specific segments.
Examples of conditions:
- Only clients on Builder Pro plans
- Only clients with active policy loans
- Only deals in the "Proposal" stage
3. Actions
What happens when the trigger fires and conditions are met.
Examples of actions:
- Create a reminder on the client's profile
- Send an internal notification to you or a team member
- Add a note to the client's record
- Move a pipeline deal to the next stage