New features

New no-code automation: When all checklist To-Dos are Completed

Hey all! We’re releasing a new automation in a beta/experimental phase for you guys to try! We’d love to have some feedback on it, but we do warn that as a beta release it may not be 100% reliable yet.

This trigger will be set off when all to-do's in a To-do list field are completed. In simpler terms, when it reaches 100%!

You can use this move a Project to the next stage when all to-do's are completed, to send a Slack message when a process is done, and many other use cases

Operational financial management with Jestor: approvals, authorization tiers, and ERP in a single workflow

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How to centralize approvals from multiple departments integrated with the same ERP

Suggested Slug: centralize-approvals-multiple-departments-same-erp Main Keyword: centralize approvals multiple departments ERP How to centralize approvals from multiple departments integrated with the same ERP Centralizing approvals from multiple departments in a single environment integrated with the ERP means that purchases, expenses, contracts, and payments from marketing, operations, HR, and IT go through

What is native ERP integration and why it matters for SMB operations

Suggested Slug: what-is-native-erp-integration-difference-smb-operations Main Keyword: native ERP integration SMBs What is native ERP integration and why it matters for SMB operations Native ERP integration is when the operations tool connects directly to the financial system — without using any intermediary — to automatically send or receive data. For SMBs, the difference compared

How to create authorization rules by amount and category without needing IT

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Operational financial management with Jestor: approvals, authorization tiers, and ERP in a single workflow

How to centralize approvals from multiple departments integrated with the same ERP

What is native ERP integration and why it matters for SMB operations

How to create authorization rules by amount and category without needing IT