Jotform Workflows
Top 27 Features of Jotform Workflows
Transform tasks into seamless workflows in minutes. Save time and increase productivity for your business.
Build your first Workflow — It’s Free!Drag and drop to build your workflow
Design custom workflows effortlessly with our intuitive drag-and-drop builder. No coding required - just easy-to-use tools to help you create your ideal process.
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Turn forms
into flows
Instantly turn your forms into workflows that automate approvals, tasks, and data collection. Everything you need to turn input into action.
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Add powerful workflow elements
Create custom workflows that assign tasks, request approvals, collect payments, and integrate with third-party platforms. Customize every step to meet your unique business needs.
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Create and assign tasks
Create, assign, and track tasks across your team, ensuring everyone knows their role and responsibilities at each stage of the workflow.
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Get approvals
Request approvals from individuals, teams, or groups and customize approval rules to fit your business needs. Speed up decision-making with ease.
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Integrations with
third-party tools
Seamlessly connect your workflows to the tools you already use, from Google Drive to Slack. Automate data sharing and streamline collaboration.
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Send automated emails
Say goodbye to follow-up emails. Automated notifications keep your team and clients informed at every step of your workflow, ensuring timely updates without the need for manual effort.
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Request payments
Integrate payment collection into your workflows. Request and process payments securely using your choice of 40+ popular payment processors - while paying no extra transaction fees to Jotform.
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Automate with conditional logic
Trigger specific actions based on the content of form responses. Automatically send a form to be filled out, request a payment, approve or deny a submission, or perform another action.
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Run integrations conditionally
Integration actions are triggered only when specific conditions are met, giving you full control over your workflows.
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Comment on approvals
Add comments to approvals to make collaboration smoother and ensure every stakeholder has a voice in the process.
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Request e-signatures
Securely collect e-signatures directly from your workflows - great for quickly completing agreements, contracts, approvals, and other documents.
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Run parallel paths
Run multiple tasks or approvals simultaneously, streamlining complex workflows that require several steps to happen at the same time.
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Integrate data from multiple forms
Combine data from different forms in your workflow to trigger integrations and keep everything connected.
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Send workflow reports
Automatically generate and send detailed reports that include every action taken in your workflow. Keep everyone in the loop and your processes transparent.
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White label your action pages
Add your logo and branding to task and approval pages to create a consistent and professional experience for every participant in your workflow.
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Control tasks and approval actions
Keep your workflow on track by customizing task and approval actions like adding comments, setting reminders, reassigning tasks, and more.
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Advanced Workflow Settings
Level up your approval flow with advanced settings.
Set approval completion rules
Tailor your approval process to fit your organization. Require responses from everyone, from specific people, or from a majority of respondents to ensure decisions are made the right way every time.
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Use custom outcomes
Set custom outcomes for tasks and approvals to automatically create branches and direct your workflow based on the decisions your team makes.
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Escalate approvals
Ensure urgent matters get addressed in a timely manner by setting up approval escalation paths. Keep things moving even when certain responses are delayed.
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Set expiration dates
Create deadlines for approvals and tasks to keep your workflow on track. Automatically escalate or remind when due dates approach.
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Send task and approval reminders
Automate reminders for pending tasks and approvals to keep everyone on top of their responsibilities.
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View all submissions in one place
Easily access and manage all of your workflow submissions from one central location. Stay organized and in control of your data.
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Complete tasks on the go with our mobile app
Stay connected and productive wherever you are by completing tasks and approvals directly from our mobile app.
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Send submission PDFs
Automatically convert completed forms into PDF documents to keep a secure and shareable record of every submission.
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Track every step in real time
Stay on top of every action in your workflow with real-time tracking, so you know who did what, and when, at all times.
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Choose from 200+ templates
Want to get started faster? Explore our library of ready-made templates, and choose one that suits your industry and use case.
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