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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
  • Action Bar
  • SLA
  • Automation
  • Chat
  • Email
  • Updates and Follow
  • Security
  • Feature List

PRODUCT RELEASES

  • 2025 Winter Release
  • 2024 Fall Release

Plans

  • Plans Features
  • User Seats
  • Rate Limits
  • Plans - For Implementation Only

BUILDING TABLES

  • Tables
    • Drafts
    • Tables vs Spreadsheets
    • What is a relational database?
  • Upload Spreadsheets
    • Import your data and create a new Table
    • Update your table using Spreadsheets
  • Field types
    • Address
    • Add Connected Record
    • Button
    • Bidirectional Connection (1:1)
    • Car Plate
    • Chat
    • Checkbox
    • Checklist
    • Connected Records
    • Connected Table (N:M)
    • Currency
    • Date
    • Date and time
    • Date Range
    • Email
    • Files
    • Formula
    • ID - CNPJ
    • ID - CPF
    • Image
    • Goal
    • Last edited by
    • Lookup
    • Link
    • Multiple Users
    • Multiple Select
    • Title
    • Number
    • Percentage
    • Phone number
    • Record Attribution
    • Record Database ID
    • Favorite
    • Single Option
    • Switch Button
    • Tags
    • Text
    • To-dos
    • Time in a status
    • Time since update
    • Time since creation
    • Users
    • Timer
  • Filters
  • Table and field customizations
  • History Log View
  • Record Data

BUILDING APPS

  • Apps and App Pages
    • Clone Blocks
    • Copy Blocks to Another App
  • Enable App Search buttons via URL
  • Prefill forms blocks fields from URLs
  • Public Links
  • Blocks
    • Button
    • Calendar
    • Complex indicator
    • Chat
    • Charts
    • Embedded
    • Gantt
    • Image
    • List View and Record Update
    • Maps
    • Order Generator
    • Pie chart
    • Record View
    • Search Filter
    • Simple indicator
    • Tables
    • Mobile Bar
    • Text

NO-CODE AUTOMATION

  • No-code Automations
  • 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
    • Send WhatsApp message
    • 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

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

  • Adding users
  • Profiles and Access Levels - Advanced Permissioning
  • Language, time zone and currency
  • MFA: Multi-Factor Authentication
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What’s Next
  • Archiving tables
  • Delete organization
  • Actions
  • Table of Contents
    • Reordering tabs