Logging of all client communication

Purpose

1. Automate the capturing, recording, and structured archiving of every client communication—across email, SMS, calls, chat, and meetings—to ensure a single source of truth, compliance, traceability, and seamless team access within architectural and engineering model making firms.

2. Automate mapping communication events to relevant projects, clients, and internal team members for transparent and accountable customer relationship management.

3. Automate extraction of key communication data (dates, participants, topics, actions) for audit trails, to accelerate project hand-offs, reduce errors, and support regulatory or organizational documentation standards.

Trigger Conditions

1. When a client email is received, sent, or replied (individual or shared inbox).

2. When SMS, WhatsApp, Facebook Messenger, or Telegram messages are exchanged with a client.

3. Upon incoming or outgoing client phone call detected via VoIP log or telephony integration.

4. Upon a meeting or video call (Zoom, Google Meet, Teams) scheduled, started, or completed with a client.

5. When a new note, task, or comment is entered in a CRM, project management, or collaboration platform referencing a client.

Platform Variants

1. Gmail

• API: Gmail API “list messages”, “watch”, “get” – automate inbox monitoring, message retrieval, and message data push into CRM/log system.
  

2. Outlook 365

• API: Microsoft Graph “Mail.Read”, “Mail.ReadWrite” – automate tracking of emails, attachments, contacts; configure webhook notification on new messages.
  

3. Twilio SMS

• Function: Twilio Event Webhook – automate capturing incoming/outgoing SMS/voice logs; synchronize metadata with CRM automatically.
  

4. WhatsApp Business API

• Endpoint: “messages” webhook – capture and automate archiving of WhatsApp messages with client details and timestamps in real time.
  

5. Facebook Messenger

• API: Messenger Webhooks – automate logging new conversations or messages to client record.
  

6. Telegram Bot API

• Method: getUpdates – poll or webhook on new messages from client threads; automate insertion into communication log.
  

7. Zoom

• API: Meeting Participant Joined/Left Webhook & Recording Completed Webhook – automate attendee, timestamp, and audio/video summary logging.
  

8. Google Meet

• Method: Calendar API “Events:list”, Google Chat API – automate extraction of meeting data and chat fragments.
  

9. Microsoft Teams

• API: Teams “channelMessages/list”, “calls/list” – automatically log team and client conversations, meetings, and calls.
  

10. Slack

• Function: Events API “message.channels” and “message.im” – automate archiving DMs and channel messages tagged to clients.
  

11. Aircall

• API: “calls.list”, “call.initiated” webhook – automate call recording metadata, duration, and participant capture/archiving per client.
  

12. RingCentral

• Endpoint: “Call Log API” – automate fetching and storing call details, direction, caller, callee, and notes.
  

13. SendGrid

• Feature: “Inbound Parse Webhook” – automate capturing all incoming client emails to model makers’ mailbox and direct to CRM.
  

14. Salesforce

• Function: “Activity Logging”, “EmailMessage object”, “Task/Event object” – automate CRM activity feeds with every communication event.
  

15. HubSpot

• API: “Engagements API” – automate logging calls, emails, and notes to deals and contacts.
  

16. Zoho CRM

• API: “Insert Records (Activities)” – automate appending interactions to the client’s timeline.
  

17. Pipedrive

• API: “Activities: addActivity” – automate entering and timestamping emails, calls, and messages.
  

18. Freshdesk

• Feature: Ticket Updates Webhook – automate message and response archiving per client ticket.
  

19. Intercom

• API: “Conversations API” – automate archiving new client chats and messages.
  

20. ClickUp

• API: “Task Comments” – automate storing and linking communication history to tasks/projects for traceability.
  

Benefits

1. Automates the end-to-end logging of all client interactions for efficient compliance and quality control in model making workflows.

2. Enables automatic project handoff with complete client histories, reducing onboarding time and confusion.

3. Automatedly centralizes communication data, facilitating analytics, auditing, and rapid response to client queries or disputes.

4. Automates minimization of manual note-taking, saving team hours and reducing human error in documentation.

5. Supports omnichannel communication logging, automating a unified client relationship record for professional and repeatable CRM excellence.