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v1.0

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v1.0GuidesAPI Endpoints

GETTING STARTED

  • What is Jestor?
  • Support
  • App Download
  • FAQs

Main Features

  • No-Code Builder
  • AI Agents
    • AI Builder
    • Attachment Vision (OCR)
    • Chatbot Agent
    • Email Agent
    • Whatsapp Agent
  • Action Bar
  • SLA
  • Documents
  • Automation
  • Chat
    • Mentions and Mark as Read
  • Email Ticket
  • Updates and Follow
  • Security
  • Feature List
  • WhatsApp Integration
  • Super Forms
    • Fields and Form Blocks
      • Connected Table
    • Form Tools
      • Form Conditionals
      • Responses and Success Page
      • Update Record
      • Record Data
    • Form Style
  • Smart Kanban
    • Kanban Style
    • Kanban Powers
    • Card Conditionals
    • Stage Indicator
    • Kanban Forms

Plans

  • Plans Features
  • Usage
  • User Seats
  • Rate Limits
  • White Label - Jestor Maestro

BUILDING TABLES

  • Tables
    • Drafts
    • Tables vs Spreadsheets
    • What is a relational database?
    • Table History View
    • Views
  • Field types
    • Default Table Fields
      • Created By
      • Created At
      • Updated By
      • Updated At
    • Text and number
      • Title
      • Text
      • Number
      • Currency
      • Percentage
      • Formula
      • Roll-up
      • Lookup
    • Date and Time
      • Date
      • Date and Time
      • Date Range
      • Timer
      • Time
      • Time in a Status
      • Time since update
      • Time since creation
    • Selection and options
      • Single Option
      • Multiple Select
      • Radio Select
      • Tags
      • Checkbox
      • Switch Button
    • Users
      • Users Field
      • Multiple Users Field
      • Record Attribution
    • Connections & Relations
      • Connected Records (N:1)
      • Connected Table (N:M)
      • Bidirectional Connection (1:1)
      • Add Connected
    • Files & Media
      • Image
      • Attachment
      • Link Field
    • Contact & Location
      • Phone Number
      • Email
      • Address
      • Car Plate
      • ID - CPF
      • ID - CNPJ
    • Whatsapp Fields
      • WhatsApp Indicator
      • WhatsApp Message Button
    • Buttons & Actions
      • Automation Button
      • Link Button
      • Exclude Record Button
      • Open Record Button
      • Clone Record Button
      • Copy Record Link
      • Update link
    • Tasks & Productivity
      • Checklist
      • To-dos
      • Tasks
      • Goal
    • Special
      • Favorite
      • Random ID
      • Record Database ID
      • Signature
      • Chat
  • Upload Spreadsheets
    • Import your data and create a new Table
    • Update your table using Spreadsheets
  • Filters
  • Table and field customizations
  • History Log View

BUILDING APPS

  • Apps and App Pages
    • Clone Blocks
    • Copy Blocks to Another App
    • App Versioning
  • App Blocks
    • Display & Listing
      • Table Block
      • List View
      • Record Data
      • Search Filter
    • Calendar & Time
      • Calendly
      • Calendar
      • Gantt
    • Indicators & Metrics
      • Simple Indicator
      • Charts
      • Pie chart
      • Speedometer
      • Complex Indicator
    • Navigation & Layout
      • Button
      • Menu Bar
      • Navigation Buttons
      • Title Bar
      • Top Bar
      • Mobile Bar
    • Content & Media
      • Text Block
      • Image Block
      • Embedded
      • YouTube
      • Documents Block
    • External Integrations
      • Miro
      • Maps
    • Operations
      • Order Generator
      • Chat
  • Enable App Search buttons via URL
  • Prefill forms blocks fields from URLs
  • Public Links

NO-CODE AUTOMATION

  • No-code Automations
  • Duplicate Automation
  • Make
  • Zapier
    • Webhooks
  • PowerBI Connector
  • Looker Connector
  • Manipulating dates in automations
  • Field masks and formatting
  • Current user
  • Webhook - Receive Data (Trigger)
  • Webhook - Send Data (Action)
  • API and Tokens
  • Automation Triggers:
    • Hide Fields
    • Scheduled Actions
    • When a Field is Changed
    • When a New Response is Received in Typeform
    • When a New Record is Created in Jestor
    • When a Record is Updated in Jestor
    • When a Record is Deleted in Jestor
    • When a Record is Created With Conditions
    • When a Field is Updated to Any Value
    • When a Record is Created in a Time of Day
    • When a to-do list field completion is equal or over a percentage
    • When to-do list Items are created
    • When all to-do list items are completed
    • When a checklist is created at 100% positive
    • When a checklist is updated to 100% positive
    • When a button field is clicked
    • When a single automation button is clicked
    • When a switch is set to OFF
    • When a switch is set to ON
    • When a checkbox is unchecked
    • When a checkbox is checked
    • When a card is moved
    • When a card leaves a stage
    • When a card reaches a stage
  • Automation Actions:
    • Activate Timer
    • Add tag to record
    • Aggregate values to main record
    • Assign owner to record
    • Assign Tags
    • Calculate NPS
    • Calendly - Create a single-use scheduling link
    • Change a card's stage
    • Change a date
    • Change a text field
    • Change numeric field
    • Check a checkbox field
    • ClickUp - Create task or substask in a list
    • Create HTML Table
    • Count No. of Records
    • Connect a record based on a key
    • ClickSign - Send documents to signature
    • Generate PDF from Google Docs template
    • Get DALL·E generated image and update an image field
    • Get ChatGPT generated text and update a text field
    • DocuSign - Send documents to signature
    • Concatenate Connected Data
    • Connect a record based on a key + Create if not found
    • Create Calendar Event
    • Create Financial Records from searched records
    • Create a new record
    • Create Microsoft Task
    • Create "N" Records
    • Create Insertion Order (BR Standard)
    • Create installments from record
    • Create Task
    • Create To-do Items
    • Discord - Send a message in a channel
    • Figma - Create a comment
    • IF Conditions
    • IF Conditions with Error Message
    • Get Address from CEP - Powered by CEP Lá
    • Generate QR Code and Add to Picture Field
    • GitHub - Create issue
    • Gmail - Send Email
    • Google Calendar - Create Event
    • Google Sheets - Create new spreadsheet row
    • Hubspot - Create Company, Contact or Deal
    • MailChimp - Create subscriber
    • Move card to the last stage
    • Move to Next Stage
    • Notion - Create a page
    • PDF Creator (HTML)
    • PDF styling (css)
    • PDF Creator (Simple)
    • Recurring Payables/Receivables (BR Standard)
    • Remove tags from records
    • Remove owner from record
    • Reset Checklist
    • Run a Low-code function
    • Schedule a date to future
    • Send Notification
    • Send Message in a Chat
    • Send Email via Outlook
    • Set a date field to NOW
    • Set a time field to NOW
    • Set multiple select options
    • Set tags to record
    • Slack - Send a message in a channel
    • Stop Automations and Show Message
    • Send message in a Teams Channel
    • Turn off a switch
    • Turn on a switch
    • Twilio - WhatsApp and SMS Messages
    • Uncheck a checkbox field
    • Update Quantities (from connected tables)
    • Update Quantities (simple)
    • Update a record
    • Gemini Automations
      • Send a Prompt and an Image to Get an Answer (Gemini)
      • Send a Prompt and Get an Answer (Gemini)
      • Obtain information from a Brazilian Product Tax Invoice (Gemini)
      • Obtain Information from a Brazilian Service Tax Invoice (Gemini)
      • Obtain Information from a Brazilian National Driver's License (CNH)
      • Obtain Information from a Brazilian General Registry (RG)
    • ChatGPT Automations
      • Send a Prompt and an Image to Get an Answer (ChatGPT)
      • Take the Text in an Image (ChatGPT)
      • Select a User based on Instructions (ChatGPT)
      • Calculate the Estimated Time for a Task Based on the Description (ChatGPT)
      • Generate a Python Code to Lowcode (ChatGPT)
      • Generate a PHP Code to Lowcode with ChatGPT (beta)
      • Generate a .Net Code to Lowcode with ChatGPT (beta)
      • Generate an Audio from a Text
      • Send a Prompt and Multiple Images to Get an Answer (ChatGPT)
    • Jestor AI Automations
      • Send a Prompt and Get an Answer (Jestor AI)
      • Take the Text in an Image (Jestor AI)
      • Review a text and improve grammar (Jestor AI)
      • Review Code Snippet for Errors
      • Translate a text
      • Send a Prompt and an Image to Get an Answer (Jestor AI)
      • Calculate the Estimated Time for a Task Based on the Description
      • Generate a Python Code to Lowcode (Jestor AI)
      • Generate a PHP Code to Lowcode with Jestor AI (beta)
      • Generate a .Net Code to Lowcode with Jestor AI (beta)

DEVELOPER : Low-Code

  • Accessing the Developer Area
    • Components and functions
    • Objects and Record types
    • Webhook
  • A simple guide for your first automation
    • The hidden id field
    • $objectNew and $objectOld
    • Triggers
    • Native Methods
    • Working with dates in Jestor
    • Synchronous and Asynchronous Automations
    • Automation Timeout
  • Python: Native Methods
  • .Net: Native Methods (Beta)
  • PHP: Native Methods (Beta)
  • Jestor SDK for .NET (Beta)
  • Jestor SDK for Python (Beta)

Settings and others

  • Settings
    • Profile
    • Company
    • Language & Region
    • Notifications
    • Appearance
    • Quick Actions
  • Adding users
  • Billing and invoices
  • Profiles and Access Levels - Advanced Permissioning
  • White Label and Behavior
    • Branding
    • Behavior
    • Custom Domain
    • Login Page
  • MFA: Multi-Factor Authentication
  • Reports
  • Recovering and Deleting Structures and Data
  • Allowed File Types in Jestor
  • Character Limits for Field Types
  • Bulk Delete
  • Fun Mode
  • Delete my Organization
  • Run Log
  • History Log
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History Log

Updated 6 months ago


What is Jestor?