Warning

The audit trail is only available on Agency plans.

  • The audit trail gives you a full record of who changed what, and when, in a project.
  • It shows one project at a time, or every project you can see when you pick All Projects in the project selector at the top of the app.
  • You can filter it by user, service, action and date range to zero in on exactly what changed and when.

You can filter by:

  • User: All Users, or one user under the account.
  • Service: All Services, or one of the services available, such as call flows, fields, custom URL parameters, destination numbers, email alert setup, form tracking setup, tracking setup, organization, projects, tracking numbers, tracking sources, workflows, and the integrations (Google Ads, Google Analytics, Google Sheets, Meta, Microsoft Ads, HubSpot, Salesforce, Pipedrive, Zoho, MS Dynamics Sales, Slack, Webhook, Zapier, Cometly and Criteo).
  • Action: All Actions, or one of the system actions: Create, Purchase, Assign, Update, Remove, and Delete.

Seeing the audit trail needs the Agency plan and a role that can read it.

  • Date range: the period to show, up to 366 days (enough for Last 12 Months).

  1. Open Audit Trail

    Go to WorkspaceAudit Trail. The trail shows the changes of the last 7 days, newest first, 50 at a time. Click Load more at the bottom of the trail to see older changes.

    Audit Trail

    Review who changed what, and when, across the selected project.

    Filter activity
    Narrow the timeline by user, service, action or date.
    User
    All Users
    Service
    All Services
    Action
    All Actions
    Date range
    Last 7 Days
    Recent activity
    A chronological record of changes in the selected project.
    3 entries
    Sam Rivera purchased tracking number (415) 555-0142 in Harbor & Pine Plumbing
    Today at 09:42purchase
    Jordan Lee updated call flow Main line in Harbor & Pine Plumbing
    Today at 08:15update
    Sam Rivera created destination number Emergency line in Harbor & Pine Plumbing
    Yesterday at 16:30create
    Audit Trail: the filters at the top, then every change in the selected project, newest first.

  2. Pick the project

    Pick the project to review with the project selector at the top of the app, or All Projects to see them all.

  3. Apply your filters

    Use the User, Service, Action and Date range filters to narrow the trail to the changes you want to review. For example, pick Call flows under Service to see only the changes to call flows. Reset clears every filter.

    Filter activity
    Narrow the timeline by user, service, action or date.
    User
    All Users
    Service
    Call flows1
    Action
    All Actions
    Date range
    Last 7 Days
    Pick a service (1), a user, an action or a date range: the trail below shows only the changes that match.

🎉 You can now review the changes made across call flows, workflows, tracking numbers, custom fields, and every other Nimbata feature.

Detailed guide: Create a workflow