No-code Automations
Build automations and integrations in a few clicks with a simple When and Do structure, no technical knowledge required.
In short
- What it is: automations and integrations you build in a few clicks, with no technical knowledge required.
- How it works: every automation follows the same structure: When [condition] → Do [action].
- What you can do: create, update or delete records, send Slack messages and combine record values with text to build dynamic messages.
- Keep in mind: some field types need specific value formats, and changes to an existing automation can take up to 3 minutes to apply.
What is it
In Jestor you can build a no-code automation or integration with just a few clicks. It's fast and no technical knowledge is required. Jestor offers 400+ native no-code automations and integrations, and new triggers and actions are added regularly.
How it works: When → Do
Every automation follows the same structure:
When [condition/trigger] → Do [action]
Example: When a purchase is approved, send a Slack message to the person who created the request.
Conditions (triggers)
Conditions define when an automation starts. Once the conditions are true, the automation runs.
Examples:
- When status is [value]
- When a record matches specified conditions
- When a record is created
Actions
Actions define what Jestor does once the conditions are met.
Examples:
- Create a new record
- Update record to [value]
- Delete record
- Send Slack message
Capabilities
- Start automations from record events and conditions, such as a status change or a new record
- Create, update or delete records across tables
- Send messages to tools like Slack
- Combine record values with static text to create dynamic messages
When to use
A common scenario:
- Leads are created on a workflow with a name and intended plan
- The Plans table contains the plan name and billing amount
- When a lead reaches the "Won" stage, the automation:
- Creates a new record in the Clients table
- Populates the client's name from the lead
- Links to the lead record and the negotiated plan
- Sets the client status to Active
- Pulls the plan's billing amount into the client record
How to access
Open a table and click + Automation in the top action bar. See Automation for the full step by step.
How to set it up
Concatenating text
In action fields, you can combine record values with static text to create dynamic messages.
Example setup:
Adding a lead named Andrew would generate a record using the concatenated output. This is especially useful for Slack notifications and email reports.
Field value formats
Some field types require specific value formats in automations:
| Field type | Expected format |
|---|---|
| Checkbox | 1 (checked / true) or 0 (unchecked / false) |
| Date | yyyy-mm-dd e.g. May 31 2021 → 2021-05-31 |
| Date and Time | yyyy-mm-dd HH:mm e.g. 2021-05-31 00:00 |
| Connect tables | Record ID (integer), not the record name, e.g. pass 1, not Pro |
Keep in mind
- After editing an existing automation, changes may take up to 3 minutes to propagate. If the automation still runs the previous logic after saving, wait a few minutes before testing again.
- Connected table fields expect the record ID, not the record name.
- New triggers and actions are added regularly. Check back periodically: something new may be exactly what your process needs.
Related pages
Updated 2 days ago