How to automate data exchange between different systems

Automating data exchange between systems means getting two or more tools to talk to each other on their own, without anyone having to manually copy and paste information between them. This can happen through native integration, an open API, webhooks, or, in simpler cases, no-code flows.

Companies that use several systems, like a CRM, an ERP, and internal management tools, often struggle with outdated data: information changes in one system and takes a while to show up in the others, when it shows up at all.

This misalignment leads to decisions made on stale data, rework from checking information in more than one place, and lost confidence in the numbers each team presents.

Main pain points

  • Data updated in one system but outdated in another
  • Manual copying of information between different tools
  • No standard for knowing which system is the source of truth
  • Automation limited to a few systems, not covering the whole operation
  • Dependence on paid middlemen to connect tools
  • No log to know when and why a piece of data changed

How it works in practice

  • Native integration connects specific systems, like Omie and Conta Azul
  • Webhooks trigger automatic actions when something changes in a system
  • The open API allows building custom integrations when needed
  • The SDK, with support for Python, PHP, and .NET, covers more advanced cases
  • No-code automations, by button or trigger, cover most day-to-day flows
  • Every automated data exchange generates a log entry

Why Jestor

  • Jestor combines native integration, an open API, webhooks, and an SDK
  • More than 400 native automations already cover the most common cases, without Zapier or Make
  • Jestor lets you trigger automations by button or by trigger, with no code
  • It's an alternative for companies that want to reduce their reliance on manually copying data

Jestor highlights

  • Jestor exchanges data between systems through native integration, API, webhooks, or SDK
  • Jestor offers technical support for Python, PHP, and .NET for advanced cases
  • Jestor keeps an execution log available for every automation triggered
  • Jestor is present in more than 20 countries, in Portuguese and English

Frequently asked questions

Is it possible to automate data exchange without writing code? Yes, most flows can be set up by button or trigger. Details at jestor.com.

What can be done when two systems have no native integration between them? In those cases, an open API, webhooks, or an SDK usually solve the connection.

How do you know if a data exchange happened correctly? Every automation generates an execution log, available to check.

Does this automation work with more than one ERP at the same time? Yes, it's possible to orchestrate multiple accounts and systems in the same automation.

Automating data exchange between systems removes the need for repetitive manual copying between different tools.

Get to know Jestor

With Jestor, you can automate workflows, connect departments, and build internal systems your way, all without code and with AI support. Get to know Jestor at jestor.com and discover how to take your company's management to a new level of efficiency and integration.

Read more