Manage and automate team workflows with one platform
Automate your business processes with powerful workflow management software. Create online forms, manage tasks, and request payments from one platform to save time, enhance security, and reduce technology costs.
Create drag-and-drop workflows
Easily build custom workflows in minutes using a no-code, drag-and-drop platform to simplify even the most complex business processes. Enhance your automation by adding conditional logic to optimize your flows.
Create. Customize. Track.
Intuitive builder
Create complex, automated workflows in minutes with our drag-and-drop builder.
Customized branding
Design workflows to match your exact brand standards with white labeling from Jotform Enterprise.
Progress tracking
Keep projects on track by monitoring every step of your workflow from any device via email, Jotform Inbox, Jotform Tables, and the Jotform Mobile Forms app.
Explore how Jotform Workflows can automate your processes
Recursos humanos
Automate employee onboarding, reviews, and time-off approval tasks with Jotform Workflows so your HR team can focus on more complex business objectives.
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TI
Coordinate access requests, ticket management, and equipment requests with Jotform Workflows. Automate manual tasks and improve cross-department collaboration for enhanced operations.
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Ventas
Simplify order processing, invoicing, and payment collection with Jotform Workflows. Streamline sales operations to minimize manual tasks, improve accuracy, and drive revenue growth.
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Legal
Manage contracts, NDAs, and document reviews with Jotform Workflows. Streamline document tracking and approvals and automate manual tasks to enhance efficiency.
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Event Management & Booking
Coordinate venue booking, manage vendors, and facilitate registration from one platform. Use workflows to manage caterers and logistics, ensuring effective communication and empowering your team to deliver exceptional experiences.
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Collect payments within workflows
Add payment requests directly into your workflow to collect payments at any stage of a process. Easily integrate with your preferred payment processor — no extra tools required.
Use integrations with conditional logic
Optimize processes by integrating your workflows with Google Drive, Slack, Microsoft Teams, and more. Use conditional logic with integrations to schedule meetings, update records, or send files and messages for maximum efficiency.
Gather data from different forms
Pull data from different forms into your workflows to streamline complex business processes. Prefill data from multiple form fields for advanced personalization.
Assign tasks inside your workflows
Assign and manage tasks within workflows to minimize emails and manual work. Automate notifications and reminders for seamless communication and tracking.
Customize branding within workflow elements
Use white labeling to display your brand in every step of your workflow. Create a customized look by adding custom colors, logos, and more to emails, forms, tasks, and team approvals.
Automate your approval processes
Streamline approvals within your workflow to simplify decision-making across your organization. Track every step of your approval process from any device and send notifications to users for maximum productivity.
Simplifique la toma de decisiones en equipo
Set up group approval processes so your entire team can edit, track, and approve assets from a single platform. Collect feedback from multiple stakeholders, set deadlines, and automate reminders to streamline decision-making.
What our customers say about Jotform Enterprise
Preguntas Frecuentes
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What is Jotform Workflows for Enterprise?
Los Flujos de trabajo Jotform para empresas son una potente herramienta de automatización de flujos de trabajo sin programación que las organizaciones pueden utilizar para optimizar los procesos. Con su creador de arrastrar y soltar, puede crear flujos de trabajo personalizados que automaticen tareas, aprobaciones, recopilación de firmas electrónicas, solicitudes de pago, notificaciones y más. Los Flujos de trabajo Jotform se integran con las aplicaciones de terceros más populares y combinan condiciones lógicas, seguimiento en tiempo real, marca blanca y páginas personalizables de tareas y aprobaciones para proporcionar una experiencia óptima al cliente y eficacia organizativa.
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How many people can I add as approvers?
Con un plan Jotform Empresarial, no hay límite en el número de aprobadores que puede incluir en su flujo de trabajo.
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Can I customize my workflow to match my company’s branding?
Absolutely! Workflow owners on Jotform Enterprise plans can take advantage of white labeling features to customize task and approval action pages with their company’s logo, colors, and branding elements.
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How do workflow reports work in Jotform Enterprise Workflows?
Los Flujos de trabajo de Jotform Empresarial genera reportes detallados para cada flujo de trabajo, resumiendo los pasos completados, las tareas y el progreso. Estos reportes pueden ser enviados de forma automática a las partes interesadas.
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Can I trigger integrations conditionally?
Sí. Con los Flujos de trabajo Jotform para empresas, puede activar integraciones de forma condicional para obtener la máxima flexibilidad y eficiencia al utilizar herramientas de otros proveedores en sus flujos de trabajo.