Compliance & Document ManagementPurpose
1.2. Automatically record metadata (timestamps, user, context, documents exchanged) for all interactions, automating compliance record-keeping and improving traceability for audits.
1.3. Enforce GDPR, EEOC, and industry-specific archiving by automating the retention and structured storage of interaction history and placement documents.
Trigger Conditions
2.2. Automatedly log every email, SMS, or call initiated or received between recruiter and client/candidate.
2.3. Document uploads, e-signatures, or changes in candidate/client profiles automatically activate audit trail creation.
2.4. API or webhook-based events (e.g., application submission, offer letter sent) automate real-time log entries.
Platform Variants
• Feature/Setting: Flow Automation — configure "Record Create/Update" trigger, log event in Custom Audit Object.
3.2. Microsoft Dynamics 365
• Feature/Setting: Power Automate — use "When a record is updated" trigger, append to Audit Log entity via API.
3.3. Greenhouse
• Feature/Setting: Webhooks — configure "Candidate Stage Change" webhook, automate record addition to external log service.
3.4. Bullhorn
• Feature/Setting: REST API Placement Events — trigger "event.subscription" for placement, push details to audit table.
3.5. HubSpot
• Feature/Setting: Workflow Automation — set enrollment trigger, use "Add to Timeline Event" via API.
3.6. Workable
• Feature/Setting: Webhooks — automate with "New Candidate Event"; configure outbound POST to logging endpoint.
3.7. BambooHR
• Feature/Setting: Webhooks/API — candidate record change triggers POST to compliance log application.
3.8. Zoho Recruit
• Feature/Setting: Custom Functions — on record edit, invoke "createLog" API to append event to Audit module.
3.9. Lever
• Feature/Setting: Webhook (Candidate Stage Change) and API POST to audit service.
3.10. SendGrid
• Feature/Setting: Inbound Parse Webhook — incoming mail event triggers custom API to log communication audit.
3.11. DocuSign
• Feature/Setting: Event Notifications — signed document events sent to audit log via REST callback.
3.12. Dropbox
• Feature/Setting: File Change Webhook — automates logging of upload or download events with timestamp.
3.13. Slack
• Feature/Setting: Events API — channel messages and file posts detected, trigger automated logging action via app.
3.14. Google Sheets
• Feature/Setting: Apps Script automation — Sheets "onEdit" event, append edit details to audit row.
3.15. Google Drive
• Feature/Setting: Drive Activity API — detect file changes, automate export of event data for logging.
3.16. Twilio
• Feature/Setting: Message Callback Webhook — log sent or received SMS details via automated log service.
3.17. Outlook 365
• Feature/Setting: Automated Flow (Power Automate) — email sent/received triggers HTTP POST to audit trail.
3.18. Intercom
• Feature/Setting: Webhook events — automate logging of new conversation or closed ticket in audit platform.
3.19. Pipedrive
• Feature/Setting: Workflow Automation — deal or note updates, use API to post audit event.
3.20. Monday.com
• Feature/Setting: Automations — status or item change, automate update to external audit log app via webhook/API.
Benefits
4.2. Automates identification and resolution of disputes by providing immutable interaction logs.
4.3. Saves recruiter time with automator routines replacing manual audit logging tasks.
4.4. Centralizes auditability, automating secure archival and easy search for specific placements or client communications.
4.5. Enables auditable transparency and security, automating traceable and tamper-resistant documentation across all communication channels.