What is Jotform Workflows?

Jotform Workflows enables you to create workflows tailored to your personal and business needs. One of its key features is its ability to create individual or team approval, request payments, and even collect signatures with Jotform Sign. With Logic Elements, you can also design and run a workflow based on specific user actions from the chosen form.

Powered by integrations, Jotform Workflows also allows you to integrate with select 3rd party apps so you can send your data when the workflow runs.

Using Jotform Workflows can save time, reduce operational costs, and eliminate the need for manual paperwork. It makes your approval process faster, more efficient, and easier to manage.

If you’re building a form, you can create a workflow by following these steps:

1. In the Form Builder, go to the Settings tab.
2. Select Workflows in the left panel.
3. Click the Create Workflow button. This will open the Workflow Builder in a new tab.

In Jotform Workflows builder, you’ll find the Basic and Logic elements as well as the Integrations.

Basic Elements

Under the Basic tab, you’ll find the following components of Jotform Workflows:

• Forma
• Payment Form
• Email
• Task
• Approve & Sign
• Approval
• Team Approval
• Flow Report
• PDF
• Sign Document

Logic Elements

With the Logic tab, you will find the following elements:

• If/Else Condition
• Conditional Branch
• Split Branches
• Merge Branches
• End

Integrations

Jotform Workflows supports integrations. In the Integrations tab, you’ll find the following apps that Jotform Workflows supports:

• Airtable
• Asana
• Box
• Campaign Monitor
• ClickUp
• Constant Contact
• Dropbox
• Egnyte
• Google Calendar
• Google Drive
• Mailerlite
• Microsoft Teams
• Monday
• OneDrive
• Quickbooks
• Slack