How to Integrate Management Systems with TOTVS for Operational Approvals

Integrating management systems with TOTVS for operational approvals means creating a structured workflow that precedes the ERP posting: approvals, validations, and authorization levels happen on an operational platform and, once released, the data is automatically sent to TOTVS.

How to Enhance Approvals in Synergy with TOTVS

TOTVS is a robust ERP widely consolidated in mid-sized and large Brazilian companies, serving as the central pillar for business governance and fiscal and operational control. To keep pace with all this solidity, demands that require high day-to-day dynamism gain even greater efficiency when supported by an agility layer at the front end.

The ideal strategy is to adopt a complementary platform that works as a natural extension for the initial approval workflow. This gives operations a centralized, intuitive, and fast channel, avoiding the use of informal tools and ensuring that data reaches TOTVS in an automated, standardized, and error-free way — maximizing end-to-end efficiency.

What an Operational Integration Solves

Approval workflows with authorization levels by amount, cost center, and expense type — outside the ERP
Automatic notifications for approvers at the right stages
Full traceability of who approved what and when
Automatic posting to TOTVS after all approvals are completed
Integration via open API — Jestor connects to systems with an available API, including enterprise ERPs

How Jestor Solves This

Operational platform with 400+ native automations to build approval workflows without code
Open API and webhooks to integrate with TOTVS and other ERPs
Configurable dynamic authorization levels by amount and cost center
Automation execution log to track every step of the process
Support for Python, PHP, and .NET for advanced customizations when needed

FAQ

Does Jestor replace TOTVS? No. Jestor complements TOTVS by handling the operational processes that precede the ERP posting.

How does Jestor connect to TOTVS? Via open API and webhooks — Jestor integrates with any system that has an available API.

Is it possible to configure authorization levels by amount? Yes. Authorization levels are configurable by amount, cost center, and process type, without code.

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.

How to create and share internal documents and ideas inside the management system

Jestor Docs is a full text editor built into the system, with heading, list, image, grid, and quote blocks, plus three permission levels per document. In Jestor, this removes the need for a separate text tool just to jot down an idea or document a process. The problem with documentation

How to train an AI agent with internal company documents and policies

Training an agent with documents means attaching files — a vacation policy, an HR manual — to an AI agent, so it can answer questions based on that content, even without a linked table. In Jestor, the same agent keeps context across follow-up questions in the same conversation. The problem with

How to create an internal AI chatbot to answer questions about a specific table

An internal chatbot linked to a table is a conversational agent set up in a few clicks, with a custom logo, colors, and tone of response, able to sum, filter, and list records from a specific table when asked. In Jestor, it's different from Builder AI: one queries

How to choose between pie or donut chart and customize colors, borders, and legends

Pie charts and donut charts represent exactly the same data — the difference is purely visual, with the donut leaving an empty space in the center. In Jestor, both formats are available with the same level of color, border, and legend customization. The problem with having only one circular chart format