How to Integrate Your ERP With Approval Automation
To integrate ERP with approval automation, you connect a workflow layer to your ERP so approved records post automatically and rejected ones never reach it. The integration can be native, through an open API, or through webhooks.
Why integration matters more than the workflow itself
A beautiful approval board that requires someone to retype the result into the ERP has not removed any work. It has added a step.
- Double entry between the workflow tool and the ERP
- Divergence between what was approved and what was posted
- Delay between sign-off and the record appearing in finance
- No single place to check the status of a request
Three ways to connect the two systems
| Connection type | How it works | Suited for |
|---|---|---|
| Native integration | Built-in connector, no middleware | ERPs with a ready connector, like Omie and Conta Azul |
| Open API | Direct calls between the two systems | Custom or in-house ERPs |
| Webhooks | Events pushed as they happen | Keeping records in sync in near real time |
How to set it up in Jestor
- Connect Jestor to your ERP — natively for Omie and Conta Azul, or through the open API and webhooks for others.
- Map the request form fields to the fields the ERP expects.
- Bring in your existing ERP records — companies, suppliers, categories, bank accounts — so requests reference real data.
- Configure the approval routing by cost center or value.
- Set the approval action to post the entry into the ERP automatically.
Why choose Jestor as the layer in front of your ERP?
Jestor ships with over 400 native automations, so common integrations do not require an intermediary connector service. For teams with developers, there is an open API, webhooks, and SDK support for Python, PHP, and .NET.
The ERP keeps doing what it does well — the fiscal and accounting record. Jestor covers the request, review, and routing that happen before the entry exists.
Frequently Asked Questions
Do I need middleware between Jestor and Omie?
No. The Omie integration is native, with no intermediaries. Details at jestor.com.
What if my ERP has no ready connector?
Any system with an open API can be integrated through Jestor's API and webhooks.
Can I export my data later?
Yes. Data is exportable at any time.
Video Tutorial: Step by Step
Check out other practical tutorials on the Jestor YouTube channel.
Get to know Jestor
With Jestor, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by AI. Discover Jestor at jestor.com and see how to take your company's operations to a new level of efficiency and control.