Actions
Create dynamic workflows by adding powerful actions at each step. Send forms and emails, assign tasks, collect approvals, signatures, and payments - everything you need to build automated processes.
Trigger automated emails at any stage of your workflow. From approvals to task updates, ensure the right message reaches the right people exactly when it matters.
Streamline decision-making with Jotform Workflows’ built-in Approval element. Easily add approval steps to your workflows with a simple drag-and-drop, automatically notify approvers by email, and let them complete requests with just one click.
Assign forms to the right people at the right time automatically. With Jotform Workflows’ Send Form element, you can trigger form requests at any step of your process.
Simplify decision-making with Jotform Workflows' Group Approvals. Set rules, track progress in Jotform Inbox or Tables, and let each approver provide feedback independently.
Streamline task management by assigning actionable tasks directly within your workflows. With customizable fields and progress tracking, you’ll ensure every task is completed on time and exactly as needed.
Integrate payment collection directly into your workflows, ensuring seamless transitions from tasks to transactions. With Jotform Workflows, you can trigger payments automatically and keep your processes moving smoothly.
Select submissions from multiple forms in your flow to be converted into PDFs and sent as soon as the workflow reaches that step. Perfect for invoices, receipts, or reports.
Keep your processes moving smoothly by embedding document signing directly into your workflows. With Jotform Workflows, you can assign signing tasks automatically and ensure critical documents are completed without delays.
Jotform Workflows makes it easy to keep everyone aligned by sending detailed flow reports at any step in your process. Automatically generate and share customized flow reports that show exactly who did what ensuring clarity and accountability for every team.
