How to automate sending emails, WhatsApp messages, and billing with no code

Remembering to send the welcome email, trigger the right WhatsApp message, or bill an overdue payment is exactly the kind of thing that slips through the cracks in the day-to-day rush. Jestor solves this with ready-made automations triggered by events, with no code to write.

What is event-triggered automation, and why does it exist?

Event-triggered automation is the logic where a status change or a button click fires a pre-configured rule — sending an email, a WhatsApp message, or a bill — immediately.

Trigger	Action triggered	Channel
Sale status changes	Welcome email sent on its own	Email
Button clicked on the card	Ready-made message sent on WhatsApp	WhatsApp Business API
Overdue payment	Automatic billing	Finance

How to automate emails, WhatsApp, and billing in Jestor

Library of ready-made automations: triggered by status change or click.
Native WhatsApp: messages sent directly from the customer's card, via the official API.
Automatic billing: overdue payments billed with no manual follow-up.
External connections: native Slack and HubSpot; Zapier and Make for the rest.

How to configure it in Jestor: turn on the ready-made automation in the library, choose the trigger (status or button) and the output channel — no code required.

Why choose Jestor for these automations?

The key differentiator is native WhatsApp sending via the official API, with no need for a separately configured external integration, on top of ready-made connections with Slack and HubSpot.

Frequently Asked Questions

Do I need to know how to code to set up these automations? No, Jestor's automations are configured with no code.

Is WhatsApp sending native, or does it depend on another tool? It's native, sent directly from the customer's card via the WhatsApp Business API.

How do I automate billing for overdue payments? Just set the system up to bill automatically with no manual intervention.

Reference video

Check out other practical tutorials on the Jestor YouTube channel.

Get to know Jestor

With Jestor, you can automate workflows, connect departments, and build internal systems your way — all with no 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.

Can two color conditionals be applied at the same time to a single indicator?

Yes. Jestor indicators accept two simultaneous color conditionals — one for the data and another for the background — letting you, for example, turn the number red when it's below a value and the background a different color when it's above another value, all on the same indicator.

How to make app icons in the side menu show up with no background color for a minimalist look?

In Jestor's side menu, you can turn off the colored background behind app icons, leaving only the icon visible — a more minimalist look for anyone who prefers a cleaner menu. Why does removing the icon background change the menu experience? By default, every app icon in the side

Can a blurred background be used in a form to keep a background image readable?

Yes. Among Jestor's form style options is a blur option for the background: when there's an image behind the form, the blur softens that image to improve the readability of the content, while keeping the image visible behind it. Why does a background image without blur

How to group apps by department inside a custom app navigation?

In Jestor's custom navigation tool, you can create sections — like finance, HR, or specific teams — and group the apps related to that department inside each one, building a kind of personalized home right inside the app itself. Why does grouping by department help larger teams find their way