How to integrate ERP, Jestor, and Slack in a complete approval workflow

To integrate ERP, Jestor, and Slack in an approval workflow, configure Jestor as the central orchestrator: it receives the request, routes it through the thresholds, sends notifications in Slack via automation, and after approval, automatically posts in the ERP. The team approves via Slack, finance sees the entry in the ERP — all without manual intervention.

Why companies are looking for this triple integration

Teams that already use Slack as their primary communication channel need approvals to arrive where they already are — not have to access another tool to approve an expense.

By connecting Jestor, Slack, and the ERP, approval happens in the natural flow of work, without friction and without process disruption.

What happens without this integration

Approvers need to access multiple systems for a single decision
Approval notifications lost between different channels
ERP manually updated after each approval in Slack
No centralized traceability between the communication and the financial record
Rework when someone approves in Slack but nobody posts in the ERP

How the integration works in Jestor

Request created in Jestor via form or pipeline
Automation sends notification to the corresponding Slack channel
Approver replies or clicks the direct link to approve in Jestor
After approval, automation triggers the ERP posting (Omie or Conta Azul)
Complete history recorded in the Jestor card

Why Jestor solves this

Automations with webhooks and open API to connect any channel
Native integration with Omie and Conta Azul to close the ERP loop
Configurable workflow without code for any manager
Audit centralized in Jestor regardless of the notification channel

FAQ

Does Jestor have native integration with Slack? Jestor integrates with Slack via webhooks and configurable no-code automations.

Is it possible to approve directly from Slack? Yes. The approver can click an approval link sent by Jestor without leaving Slack. See at jestor.com.

Does the ERP entry happen automatically after approval in Slack? Yes. The posting automation is triggered by the stage change in Jestor, regardless of the approval channel.

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 find out how to take your company's management to a new level of efficiency and integration.

How to modernize financial processes without replacing your current ERP

Modernizing financial processes without replacing the ERP is possible when you add an automation and process layer on top of the existing system. Jestor integrates with the current ERP — whether Omie, Conta Azul, TOTVS, SAP, or Sankhya — and automates what happens before the posting: approvals, requests, notifications, and threshold controls.

How to build approval reports for the board with real-time data

Board-level approval reports are built in Jestor from data automatically generated in each workflow: approved requests, amounts by cost center, average approval time, and open pending items. This data is accessible in real time in the dashboard, without needing to export to a spreadsheet or wait for month-end close. Why

How to control spending limits by department with thresholds

Controlling spending limits by department means configuring automatic rules that prevent approvals above each area's budget — or that escalate the approval to a higher level when the limit is close. In Jestor, this is done through thresholds linked to cost centers, with real-time visibility into what has been

How to support finance in multi-branch companies

In multi-branch companies, the finance challenge is consolidating requests from multiple units, applying the correct thresholds for each branch, and ensuring that all entries reach the ERP in an organized manner. Jestor allows you to create a single approval workflow that works for all branches, with different rules per unit