Automation Triggers

Automation triggers fire when a specific event occurs in your system. You define the event condition, and FlexotiumPOS executes the configured action automatically — without any manual intervention.

The six trigger types

1. Stock Level Trigger

Condition: A product's stock on hand drops below a threshold.

Available actions:

  • Send a WhatsApp or email notification to a manager
  • Create a reorder suggestion in the Review Queue
  • Automatically create a draft purchase order (requires approval before sending)

Example configuration:

When: product.stock_on_hand < product.reorder_level
Action: notify_manager via whatsapp, create_reorder_suggestion

2. Invoice Event Trigger

Condition: An invoice reaches a specific status (submitted, approved, overdue).

Available actions:

  • Notify the approver (email or WhatsApp)
  • Escalate to Owner if not approved within N hours
  • Post a message to a Slack channel (if integration enabled)

3. Shift Variance Trigger

Condition: A shift is closed with a cash variance above the configured tolerance.

Available actions:

  • Notify the manager immediately
  • Add item to the Review Queue with High severity
  • Log a note on the shift record

4. Schedule Trigger (Cron)

Condition: A time-based schedule (daily, weekly, monthly).

Available actions:

  • Generate and send a forecast report
  • Run a stock depletion check
  • Send a daily sales summary via WhatsApp

Example: Every weekday at 07:00 → send daily sales summary to manager.

5. Sales Milestone Trigger

Condition: Daily, weekly, or monthly sales revenue crosses a target.

Available actions:

  • Notify the owner
  • Trigger a congratulatory message to the team WhatsApp group

6. AI Recommendation Trigger

Condition: The AI generates a recommendation above a confidence threshold.

Available actions:

  • Route recommendation to Review Queue
  • Auto-accept if confidence is above 90% and amount is below configured limit

Testing a trigger

Before activating a trigger, use the Test button to simulate the event condition with sample data. The test run shows what action would fire without actually executing it.

Audit log

All trigger firings are logged in AI & Automation → Automation Log, showing: trigger name, event that fired it, action taken, timestamp, and status (success / failed / pending approval).