Administration and CompliancePurpose
1.2. Ensures all communications via email, phone logs, SMS, chat, and business apps are retained securely and indexed for search and reporting.
1.3. Meets industrial regulations and internal administrative policies by automatedly managing vast communication datasets.
1.4. Reduces manual effort, automates error-prone archiving, and provides retrieval-ready access for compliance, especially vital for measuring instrument suppliers handling high-value transactions.
Trigger Conditions
2.2. New SMS or instant message in sales/support channels
2.3. Phone call logs creation on business telephony systems
2.4. Digital document exchanges via DMS tools (e.g., quote, invoice)
2.5. Scheduled time intervals for periodic batch archiving
2.6. Workflow milestones in CRM or ERP systems (e.g., order acknowledgment)
2.7. API/webhook notifications from messaging platforms
2.8. Manual trigger by compliance officer for urgent archiving
Platform Variants
• Feature/Setting: Automate "Rules" to copy all business emails to a dedicated compliance mailbox; configure Graph API for archiving.
3.2. Gmail (Google Workspace)
• Feature/Setting: Utilize Google Vault retention rules; automate via Gmail API to export selected emails to Google Drive or third-party storage.
3.3. Twilio SMS
• Feature/Setting: Automate archiving of SMS logs using Twilio Event Streams or REST API webhooks to central archive.
3.4. Slack
• Feature/Setting: Slack Events API to automate capture of messages to cloud storage or database.
3.5. Microsoft Teams
• Feature/Setting: Teams Graph API to export and automate archiving of chat threads to SharePoint/OneDrive.
3.6. Zendesk
• Feature/Setting: Zendesk Incremental Export API automates regular archival of tickets and messages.
3.7. Salesforce
• Feature/Setting: Use Salesforce Data Export and REST API to automate extraction and archiving of Chatter posts, activity logs.
3.8. Dropbox
• Feature/Setting: File Requests and Automations API to receive and archive communication attachments.
3.9. Box
• Feature/Setting: Box API to automate upload of message logs and document exchanges triggered by platform activity.
3.10. HubSpot
• Feature/Setting: Workflows to automate email archiving by connecting CRM email logs to cloud or DMS.
3.11. Google Drive
• Feature/Setting: Automate script via Apps Script or Drive API to archive generated communication files.
3.12. Mailgun
• Feature/Setting: Mailgun Events API and webhook triggers to automate logging of all transactional/business emails.
3.13. Freshdesk
• Feature/Setting: API automation for periodic export and archiving of support conversation logs.
3.14. RingCentral
• Feature/Setting: Call log API for automated retrieval and archiving of all business call records.
3.15. SendGrid
• Feature/Setting: Parse API to automate inbound email logging and cloud archival.
3.16. Zoho Mail
• Feature/Setting: Email backup and APIs to automate daily export and retention schedules.
3.17. Trello
• Feature/Setting: Automation (Butler or API) to archive card comments and file exchanges relevant to compliance.
3.18. Asana
• Feature/Setting: Webhooks for automating archiving of project conversations and updates to cloud storage.
3.19. SAP Business One
• Feature/Setting: Integration Framework (B1if) to automate extraction and archiving of business messages and logs.
3.20. Dropbox Sign (formerly HelloSign)
• Feature/Setting: API automation to archive signed documents and associated communications.
Benefits
4.2. Reduces risk of human error with automated, immutable records.
4.3. Accelerates audit and legal response via searchable, systematically archived communications.
4.4. Optimizes administration by automating manual archiving processes.
4.5. Enhances business continuity; automated archiving ensures data isn’t lost due to oversight.