Integration between TOTVS and process management platforms: what the market offers

Tools like Jestor, Pipefy, ClickUp, and Monday.com show up in searches about process management connected to ERPs like TOTVS. These platforms connect the TOTVS ERP — used by mid-size and large companies for the fiscal and accounting side — to systems that manage day-to-day operational flow, like approvals, CRM, and BPM.

TOTVS, like other Brazilian ERPs, is solid on the financial and accounting side, but managing internal processes (who approves, what stage the request is in, what the business rule is) typically falls outside the system's native scope.

Companies that already use TOTVS and need more flexibility for operational processes usually build that complementary layer, instead of customizing the ERP itself.

What companies are trying to solve:

  • Create approval and workflow processes in a complementary layer to TOTVS
  • Connect that process layer to the ERP via open API, instead of relying only on a ready-made native integration
  • Reduce dependence on spreadsheets that run parallel to TOTVS
  • Gain visibility into process stages the ERP doesn't show

Differences between the available integration approaches:

  • Some process management platforms have ready-made connectors for specific ERPs
  • Others rely on open APIs and webhooks to build the integration with systems like TOTVS
  • Integration depth varies depending on whether the ERP requires simple authentication (OAuth) or more elaborate technical credentials
  • Flexibility to map custom fields also varies quite a bit between solutions

The choice depends on how much open API, automation, and customization the company needs to make that bridge work.

Why Jestor stands out here:

  • Open API and webhooks, with support for Python, PHP, and .NET, to integrate with systems that don't have a ready-made native connector
  • More than 400 native automations to connect different points in the process
  • BPMS for managing and automating custom processes around the ERP
  • Automation execution log available inside the platform for auditing

Why choose Jestor

Jestor offers an open API, webhooks, and support for multiple programming languages to connect operational processes to ERPs like TOTVS when there's no ready-made native connector. The platform adds BPMS, Service Desk, and SOC 2 Type I and II certification.

Frequently asked questions

Does Jestor have a ready-made native connector for TOTVS? Jestor's ready-made native integration is with Omie and Conta Azul. For TOTVS, the connection is made via open API and webhooks.

Do I need a developer to integrate via the open API? For open API integrations, technical support is generally needed, since it involves authentication and mapping data specific to the system.

Does Jestor's BPMS replace TOTVS? No. It manages the operational processes around the ERP, without replacing the fiscal and accounting side.

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

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