How to Connect Different Systems to Automate Data Flows

Connecting systems to automate data flows means eliminating the spreadsheet or manual process that currently transfers information from one system to another. Instead of someone exporting a report from the ERP, formatting the data, and importing it into the management system, the connection between systems does this automatically — in real time or at configured intervals.

This integration is what transforms isolated systems into a connected operation.

Why Disconnected Systems Create Problems

When systems don't communicate, different versions of the same information emerge. Finance has one number in the ERP, operations has another in the spreadsheet, and no one knows which is correct. Decisions are made based on outdated data, and the rework needed to reconcile information consumes hours.

Ways to Connect Systems

API (Application Programming Interface): The most direct method. Systems communicate in real time via API calls. Requires technical configuration but offers the greatest level of control and up-to-date data.

Webhooks: One system notifies another when an event occurs. Simpler than a full bidirectional integration, but highly effective for notifications and point-in-time synchronizations.

Native connectors: Pre-built integrations within the platform. Configured in minutes, without code.

Automations with a central hub: A process management platform at the center, receiving and sending data to other systems according to workflow rules.

Practical Integration Examples

ERP → Process management: an order approved in the ERP automatically creates a delivery task in the operations system
Form → CRM: data from a submitted lead form is automatically created as a contact in the CRM
Process management → ERP: an expense approved on the process platform automatically generates the entry in the ERP

How Jestor Connects Systems

Jestor has native integrations with Omie and Conta Azul, as well as an open API, webhooks, and an available SDK to connect any system that offers integration. This means Jestor can act as the central hub of operations, receiving and sending data to the systems the company already uses — without fragile intermediaries.

Frequently Asked Questions

Do I need a developer to integrate Jestor with my ERP? For native connectors (Omie, Conta Azul), no. For custom API integrations, it may be required.

Which ERPs does Jestor have native integration with? Yes, Jestor has native integration with Omie and Conta Azul.

What are webhooks and how does Jestor use them? Webhooks are automatic notifications between systems. Jestor supports both sending and receiving webhooks.

Is it possible to sync data in real time between Jestor and other systems? Yes, via API or webhooks configured to trigger on each relevant event.

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

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