Stratamize / Automations

The back office that runs itself.

Stratamize Automations wires your vending fleet, POS, CRM, and voice agents into one set of event-driven workflows. A machine goes low on stock, a sale settles, a lead comes in — the next step fires on its own, with a timestamped record of every action.

Request access See example automations

Built on the same platform running live age-verified vending on TCN K518 hardware. Every workflow runs inside your tenant — your data, your audit trail.

Runs inside your tenant Event-driven, not polling Scoped API keys, no shared secrets Timestamped audit trail

Example automations

Three workflows operators turn on first

Each automation is a trigger from one system and a chain of steps across others. These are the default templates — fully editable conditions, recipients, and thresholds per tenant.

Restock → purchase order Vending
When A slot on Vending crosses its reorder point in the planogram
Then Group low slots by machine and supplier into one draft purchase order
And Send the route driver a pick list and notify the operator for one-tap approval
Sale → receipt & SMS POS · Vending
When A transaction settles on POS or a vending machine
Then Issue a digital receipt and text it to the customer who opted in at checkout
And Post the settled total to the daily reconciliation ledger for that location
Lead → CRM → follow-up CRM · Voice
When A web form, missed call, or Voice AI conversation captures a new lead
Then Create or match the contact in CRM and tag the source and intent
And Assign an owner and schedule a follow-up task and reminder text

Capabilities

What the automation engine gives you

A small, dependable toolkit — triggers, conditions, actions, and a record of every run. No scripting required to start, no ceiling for operators who want more control.

Real-time triggers

Workflows fire on the event itself — a sale, a low slot, a captured lead, a hardware fault — not on a delayed poll. Steps run in order with retries on failure.

Conditions & routing

Branch on machine, location, product, amount, or customer attributes. Route the same event to different teams, suppliers, or message templates per tenant.

Built-in connectors

Vending, POS, CRM, and Voice AI ship pre-wired. Reach external tools — accounting, email, SMS, sheets — through scoped webhooks and a documented REST API.

Actions that matter

Draft purchase orders, send receipts and SMS, create CRM records and tasks, push ledger entries, open alerts, and trigger a Voice AI callback — from one workflow.

Run history & audit trail

Every run is logged with its trigger, inputs, each step, and the outcome. Re-run a single workflow, inspect a failure, and export the trail for a compliance review.

Tenant-scoped & secure

Workflows execute inside your tenant against scoped API keys — no shared credentials, no data leaving your boundary. Roles control who can edit or approve a run.

How it works

From event to action in four steps

  1. Connect your systems

    Vending, POS, CRM, and Voice AI link with one click inside your tenant. External tools connect through scoped webhooks or the REST API — no shared passwords.

  2. Pick a trigger

    Start from a template — sale settled, slot low, lead captured, machine offline — or define your own event and the conditions that should run it.

  3. Chain the steps

    Add the actions in order: draft a PO, send a receipt and text, create a CRM task, post a ledger entry. Branch by location, product, or amount where it matters.

  4. Turn it on and watch the log

    The workflow runs on every matching event. The run history shows each step and outcome, so you can verify, re-run, or adjust without guessing.

Operator-built

Designed by someone who runs the route

Stratamize software is built by an operator with 10+ years in retail and 4+ years building the vending platform that runs live, age-verified machines on TCN K518 hardware. The automations exist because the back-office work was real first.

  • Triggers map to how operators actually work — reorder points, settlement, routes, follow-ups.
  • The same engine powers our own locations, so a broken workflow is our problem before it is yours.
  • Compliance is built in: age-gate, opt-in messaging, and a complete audit trail per run.
Explore the vending platform

Trust and compliance signals

Event·driven Execution model Workflows fire on the event, with ordered steps and retries.
Per-tenant Isolation Runs against scoped keys inside your boundary, never shared.
100% Logged Every run records trigger, steps, and outcome for audit.
TCN K518 Live hardware Same platform running deployed, age-verified vending today.

Request access

Put your back office on rails.

Tell us the workflows you run by hand today — restocking, reconciliation, lead follow-up — and we will map them to automations on your tenant. Sponsor-bank and merchant partners welcome; we are happy to walk an underwriter through our compliance and audit posture.

Email Support@stratamize.com Call (770) 629-0928