Audit trail generation for each transaction

Purpose

1.1. Provide immutable record of all deal-related activities, communications, approvals, and document exchanges for regulatory, operational, and financial integrity.
1.2. Enable transparency across all deal stakeholders by programmatically capturing each transactional action in the aircraft sales process.
1.3. Support audit readiness, compliance checks, and retrospective investigations by creating a tamper-evident digital log for each transaction lifecycle event, including offers, counteroffers, contract amendments, payments, and handovers.

Trigger Conditions

2.1. Transaction initiation in a deal management CRM.
2.2. Document upload, signature, or amendment event.
2.3. Financial event: deposit receipt, payment authorization, or escrow release.
2.4. Approval, comment, or collaboration update on the transaction record.
2.5. Communication (email, SMS, in-app message) relating to the transaction.
2.6. Status change in workflow: bid accepted, inspection scheduled, deal closed.

Platform Variants

3.1. Salesforce
• Function: Create Custom Object ‘Audit Log’; configure Flow to write transaction updates with timestamp using Process Builder.
3.2. Microsoft Power Automate
• Connector: ‘When a record is created/modified’ (Dynamics 365); action: Append event details to SharePoint list named ‘Deal Audit Trail’.
3.3. HubSpot
• Workflow: ‘Contact/Deal Stage Changed’ triggers; ‘Create Engagement’ API logs audit event with details.
3.4. SAP Business One
• Use Transaction Notification Procedure to insert changes into an audit table for each step.
3.5. Zoho CRM
• Utilize Blueprint stage transitions; invoke Deluge function to push step data into custom module ‘Audit Records’.
3.6. Airtable
• Use Automations: On record update, ‘Add Row’ in linked ‘Audit Trail’ table with event data.
3.7. Google Sheets
• Script Editor: OnEdit and OnChange triggers append row in ‘AuditLog’ worksheet for each transaction touchpoint.
3.8. Monday.com
• Automation: On status or field update, ‘Create Item’ in ‘Audit’ board with all relevant transaction metadata.
3.9. Slack
• Incoming Webhook: Each transaction event posts message to private #audit-log channel.
3.10. DocuSign
• Settings: Automated Activity Log; enable API to push envelope and recipient action events to external audit system.
3.11. DocuWare
• Workflow: ‘On Document Edit’ action, log to ‘Audit’ file cabinet entry with user, time, and nature of change.
3.12. Dropbox Business
• Activity API: Poll file changes; whenever file in ‘DealDocs’ is edited, log with user and timestamp.
3.13. Box
• Webhook: Event ‘File Previewed/Edited/Downloaded’ triggers audit entry in external database.
3.14. Twilio
• API: On message send or receive, POST event and message details to centralized audit endpoint.
3.15. SendGrid
• Inbound Parse Webhook: Each email related to transaction is logged with sender, recipient, and content hash.
3.16. AWS Lambda
• Function: Event capture (SNS, S3, DynamoDB Streams); process and write audit entry to CloudWatch Logs or DynamoDB ‘Audit’ table.
3.17. Azure Logic Apps
• Trigger: Event Grid; Action: Append JSON audit record to Azure SQL ‘TransactionAudit’ table.
3.18. Google Cloud Functions
• Trigger: Pub/Sub ‘Transaction Event’ topic; Action: Write event object to Firestore in ‘AuditTrail’ collection.
3.19. ServiceNow
• Business Rule: On update or insert of Deal record, log full change history to ‘Activity’ stream.
3.20. QuickBooks Online
• Webhooks: On invoice/payment/estimate change, POST event details to secure external audit database for tracking.
3.21. Jira
• Automation: On issue update, create comment with change summary for permanent record in linked ‘Audit’ project.
3.22. Asana
• Rule: On task change, create new task in ‘Audit Trail’ project with reference, event, and actor metadata.
3.23. Notion
• Integration: API writes page history to linked ‘Audit Log’ database for all relevant transaction pages.
3.24. M-Files
• Workflow: On metadata update, log event in ‘Audit Trail’ object with user, date, and change details.

Benefits

4.1. Ensures deal process transparency and regulatory compliance.
4.2. Reduces risk of disputes with detailed, immutable records.
4.3. Enables fast, accurate internal/external audits.
4.4. Facilitates management oversight and operational accountability.
4.5. Acts as a single source of truth for all transaction activities.