Deal Flow & Transaction MonitoringPurpose
1.2. Ensure every stakeholder receives timely, relevant information at each deal stage, reducing delays, miscommunication, and manual intervention.
1.3. Integrate multi-channel communications (email, SMS, chat, calls, document sharing) in a traceable, compliant, and highly secure process.
1.4. Log all communication and automate follow-ups, document submissions, escrow milestones, and final closing notifications.
Trigger Conditions
2.2. Milestone Progression: Key events (inspection, payment request, deposit received, documents signed, escrow updates).
2.3. User Action: Message sent/received or requested communication by any party.
2.4. Scheduled Reminders: Pre-set or recurring reminders for document submissions and approvals.
Platform Variants
3.1. Twilio
• SMS API: Send/receive transactional SMS updates; configure webhook for message delivery status.
3.2. SendGrid
• Transactional Email API: Automate personalized deal emails; set up event webhook for engagement tracking.
3.3. Slack
• Incoming Webhooks: Post automatic channel messages for milestone alerts; use user mention for assignments.
3.4. Microsoft Teams
• Graph API: Send proactive chat messages to users; notify channel for new documents or deal progress.
3.5. WhatsApp Business API
• Message API: Automate WhatsApp updates; template message setup for process notifications.
3.6. DocuSign
• Envelope API: Request and track electronic signatures, notify both parties upon completion.
3.7. Salesforce
• Workflow Rules: Trigger notifications, task creation, or automated emails on deal field updates.
3.8. HubSpot
• Workflows Tool: Automate timeline emails and in-app notifications for deal movement.
3.9. Gmail
• Apps Script: Auto-forward or send templated emails on new deal events detected in CRM.
3.10. Outlook 365
• Graph API: Send personalized emails, schedule reminders for escrow and document deadlines.
3.11. Google Chat
• Webhooks: Post deal updates into dedicated chat spaces; trigger direct messages at certain deal phases.
3.12. Freshdesk
• Ticket API: Open communication tickets on key milestones or issues raised by any stakeholder.
3.13. Zendesk
• Triggers: Notify agents and log conversation history based on ticket activity and status changes.
3.14. Zoho CRM
• Workflow Rules: Automate email/SMS notifications for deal stages, log interactions in CRM.
3.15. Pipedrive
• Activity Webhooks: Send notifications when deal stage changes; auto-create follow-up tasks.
3.16. Dropbox
• File Requests: Notify parties to upload deal-related documents to shared folders, confirm completion.
3.17. OneDrive
• Sharing API: Send notification with secure file links when escrow/contract documents are added.
3.18. Telegram
• Bot API: Send workflow and status messages directly to stakeholders via bot.
3.19. ClickSend
• SMS/Email API: Bulk notifications for status changes or bulk document requests.
3.20. Asana
• Tasks API: Auto-create tasks for document collection, sign-offs, and send relevant notifications.
3.21. Monday.com
• Integrations: Automate status, update stakeholders via native or custom integrations for deal progression.
3.22. Intercom
• Message API: Send deal progression updates via in-app or email messages to participants.
3.23. Aircall
• Call API: Trigger automated voice calls for urgent notifications or final closing confirmations.
Benefits
4.2. Real-time, multi-channel updates minimize response lag and enable proactive issue handling.
4.3. End-to-end audit trail enhances accountability and compliance for regulated aircraft sales.
4.4. Higher efficiency, faster closings, improved customer experience, and reduced admin workload.