# Jotform Workflows Features: Automate Processes

### 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!_](https://www.jotform.com/workflow/new/?wizardInitialView=UseTemplate&fromLanding=1)

## 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.

[Build a Workflow — _It’s Free!_](https://www.jotform.com/workflow/new/?wizardInitialView=UseTemplate&fromLanding=1)

![Image 1: Drag and drop to build your workflow](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvcHJvZHVjdHMvd29ya2Zsb3dzL2Fzc2V0cy9pbWctbWluL2ZlYXR1cmVzLzEucG5n/1.png?w=1344&t=1)

## 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.

[Build a Workflow — _It’s Free!_](https://www.jotform.com/workflow/new/?wizardInitialView=UseTemplate&fromLanding=1)

![Image 2: Turn forms into flows](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvcHJvZHVjdHMvd29ya2Zsb3dzL2Fzc2V0cy9pbWctbWluL2ZlYXR1cmVzLzIucG5nP3Y9MS4x/2.png?w=1920&t=1)

## 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.

[Build a Workflow — _It’s Free!_](https://www.jotform.com/workflow/new/?wizardInitialView=UseTemplate&fromLanding=1)

![Image 3: Add powerful workflow elements](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvcHJvZHVjdHMvd29ya2Zsb3dzL2Fzc2V0cy9pbWctbWluL2ZlYXR1cmVzLzMucG5n/3.png?w=40&t=1)

## 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.

[Build a Workflow — _It’s Free!_](https://www.jotform.com/workflow/new/?wizardInitialView=UseTemplate&fromLanding=1)

![Image 4: Create and assign tasks](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvcHJvZHVjdHMvd29ya2Zsb3dzL2Fzc2V0cy9pbWctbWluL2ZlYXR1cmVzLzQucG5n/4.png?w=40&t=1)

## Get approvals

Request approvals from individuals, teams, or groups and customize approval rules to fit your business needs. Speed up decision-making with ease.

[Build a Workflow — _It’s Free!_](https://www.jotform.com/workflow/new/?wizardInitialView=UseTemplate&fromLanding=1)

![Image 5: Get approvals](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvcHJvZHVjdHMvd29ya2Zsb3dzL2Fzc2V0cy9pbWctbWluL2ZlYXR1cmVzLzUucG5n/5.png?w=40&t=1)

## 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.

[Build a Workflow — _It’s Free!_](https://www.jotform.com/workflow/new/?wizardInitialView=UseTemplate&fromLanding=1)

![Image 6: Integrations with third-party tools](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvcHJvZHVjdHMvd29ya2Zsb3dzL2Fzc2V0cy9pbWctbWluL2ZlYXR1cmVzLzYucG5n/6.png?w=40&t=1)

## 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.

[Build a Workflow — _It’s Free!_](https://www.jotform.com/workflow/new/?wizardInitialView=UseTemplate&fromLanding=1)

![Image 7: Send automated emails](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvcHJvZHVjdHMvd29ya2Zsb3dzL2Fzc2V0cy9pbWctbWluL2ZlYXR1cmVzLzcucG5n/7.png?w=40&t=1)

## 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.

[Build a Workflow — _It’s Free!_](https://www.jotform.com/workflow/new/?wizardInitialView=UseTemplate&fromLanding=1)

![Image 8: Request payments](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvcHJvZHVjdHMvd29ya2Zsb3dzL2Fzc2V0cy9pbWctbWluL2ZlYXR1cmVzLzgucG5n/8.png?w=40&t=1)

## 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.

[Build a Workflow — _It’s Free!_](https://www.jotform.com/workflow/new/?wizardInitialView=UseTemplate&fromLanding=1)

![Image 9: Automate with conditional logic](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvcHJvZHVjdHMvd29ya2Zsb3dzL2Fzc2V0cy9pbWctbWluL2ZlYXR1cmVzLzkucG5n/9.png?w=40&t=1)

## Run integrations conditionally

Integration actions are triggered only when specific conditions are met, giving you full control over your workflows.

[Build a Workflow — _It’s Free!_](https://www.jotform.com/workflow/new/?wizardInitialView=UseTemplate&fromLanding=1)

![Image 10: Run integrations conditionally](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvcHJvZHVjdHMvd29ya2Zsb3dzL2Fzc2V0cy9pbWctbWluL2ZlYXR1cmVzLzEwLnBuZw==/10.png?w=40&t=1)

## Comment on approvals

Add comments to approvals to make collaboration smoother and ensure every stakeholder has a voice in the process.

[Build a Workflow — _It’s Free!_](https://www.jotform.com/workflow/new/?wizardInitialView=UseTemplate&fromLanding=1)

![Image 11: Comment on approvals](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvcHJvZHVjdHMvd29ya2Zsb3dzL2Fzc2V0cy9pbWctbWluL2ZlYXR1cmVzLzExLnBuZw==/11.png?w=40&t=1)

## Request e-signatures

Securely collect e-signatures directly from your workflows - great for quickly completing agreements, contracts, approvals, and other documents.

[Build a Workflow — _It’s Free!_](https://www.jotform.com/workflow/new/?wizardInitialView=UseTemplate&fromLanding=1)

![Image 12: Request e-signatures](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvcHJvZHVjdHMvd29ya2Zsb3dzL2Fzc2V0cy9pbWctbWluL2ZlYXR1cmVzLzEyLnBuZw==/12.png?w=40&t=1)

## Run parallel paths

Run multiple tasks or approvals simultaneously, streamlining complex workflows that require several steps to happen at the same time.

[Build a Workflow — _It’s Free!_](https://www.jotform.com/workflow/new/?wizardInitialView=UseTemplate&fromLanding=1)

![Image 13: Run parallel paths](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvcHJvZHVjdHMvd29ya2Zsb3dzL2Fzc2V0cy9pbWctbWluL2ZlYXR1cmVzLzEzLnBuZw==/13.png?w=40&t=1)

## Integrate data from multiple forms

Combine data from different forms in your workflow to trigger integrations and keep everything connected.

[Build a Workflow — _It’s Free!_](https://www.jotform.com/workflow/new/?wizardInitialView=UseTemplate&fromLanding=1)

![Image 14: Integrate data from multiple forms](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvcHJvZHVjdHMvd29ya2Zsb3dzL2Fzc2V0cy9pbWctbWluL2ZlYXR1cmVzLzE0LnBuZw==/14.png?w=40&t=1)

## 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.

[Build a Workflow — _It’s Free!_](https://www.jotform.com/workflow/new/?wizardInitialView=UseTemplate&fromLanding=1)

![Image 15: Send workflow reports](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvcHJvZHVjdHMvd29ya2Zsb3dzL2Fzc2V0cy9pbWctbWluL2ZlYXR1cmVzLzE1LnBuZw==/15.png?w=40&t=1)

## 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.

[Build a Workflow — _It’s Free!_](https://www.jotform.com/workflow/new/?wizardInitialView=UseTemplate&fromLanding=1)

![Image 16: White label your action pages](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvcHJvZHVjdHMvd29ya2Zsb3dzL2Fzc2V0cy9pbWctbWluL2ZlYXR1cmVzLzE2LnBuZw==/16.png?w=40&t=1)

## 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.

[Build a Workflow — _It’s Free!_](https://www.jotform.com/workflow/new/?wizardInitialView=UseTemplate&fromLanding=1)

![Image 17: Control tasks and approval actions](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvcHJvZHVjdHMvd29ya2Zsb3dzL2Fzc2V0cy9pbWctbWluL2ZlYXR1cmVzLzE3LnBuZw==/17.png?w=40&t=1)

## 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.

[Build a Workflow — _It’s Free!_](https://www.jotform.com/workflow/new/?wizardInitialView=UseTemplate&fromLanding=1)

![Image 18: Set approval completion rules](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvcHJvZHVjdHMvd29ya2Zsb3dzL2Fzc2V0cy9pbWctbWluL2ZlYXR1cmVzLzE4LnBuZw==/18.png?w=40&t=1)

## 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.

[Build a Workflow — _It’s Free!_](https://www.jotform.com/workflow/new/?wizardInitialView=UseTemplate&fromLanding=1)

![Image 19: Use custom outcomes](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvcHJvZHVjdHMvd29ya2Zsb3dzL2Fzc2V0cy9pbWctbWluL2ZlYXR1cmVzLzE5LnBuZw==/19.png?w=40&t=1)

## 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.

[Build a Workflow — _It’s Free!_](https://www.jotform.com/workflow/new/?wizardInitialView=UseTemplate&fromLanding=1)

![Image 20: Escalate approvals](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvcHJvZHVjdHMvd29ya2Zsb3dzL2Fzc2V0cy9pbWctbWluL2ZlYXR1cmVzLzIwLnBuZw==/20.png?w=40&t=1)

## Set expiration dates

Create deadlines for approvals and tasks to keep your workflow on track. Automatically escalate or remind when due dates approach.

[Build a Workflow — _It’s Free!_](https://www.jotform.com/workflow/new/?wizardInitialView=UseTemplate&fromLanding=1)

![Image 21: Set expiration dates](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvcHJvZHVjdHMvd29ya2Zsb3dzL2Fzc2V0cy9pbWctbWluL2ZlYXR1cmVzLzIxLnBuZw==/21.png?w=40&t=1)

## Send task and approval reminders

Automate reminders for pending tasks and approvals to keep everyone on top of their responsibilities.

[Build a Workflow — _It’s Free!_](https://www.jotform.com/workflow/new/?wizardInitialView=UseTemplate&fromLanding=1)

![Image 22: Send task and approval reminders](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvcHJvZHVjdHMvd29ya2Zsb3dzL2Fzc2V0cy9pbWctbWluL2ZlYXR1cmVzLzIyLnBuZw==/22.png?w=40&t=1)

## 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.

[Build a Workflow — _It’s Free!_](https://www.jotform.com/workflow/new/?wizardInitialView=UseTemplate&fromLanding=1)

![Image 23: View all submissions in one place](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvcHJvZHVjdHMvd29ya2Zsb3dzL2Fzc2V0cy9pbWctbWluL2ZlYXR1cmVzLzIzLnBuZw==/23.png?w=40&t=1)

## 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.

[Build a Workflow — _It’s Free!_](https://www.jotform.com/workflow/new/?wizardInitialView=UseTemplate&fromLanding=1)

![Image 24: Complete tasks on the go with our mobile app](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvcHJvZHVjdHMvd29ya2Zsb3dzL2Fzc2V0cy9pbWctbWluL2ZlYXR1cmVzLzI0LnBuZw==/24.png?w=40&t=1)

## Send submission PDFs

Automatically convert completed forms into PDF documents to keep a secure and shareable record of every submission.

[Build a Workflow — _It’s Free!_](https://www.jotform.com/workflow/new/?wizardInitialView=UseTemplate&fromLanding=1)

![Image 25: Send submission PDFs](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvcHJvZHVjdHMvd29ya2Zsb3dzL2Fzc2V0cy9pbWctbWluL2ZlYXR1cmVzLzI1LnBuZw==/25.png?w=40&t=1)

## 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.

[Build a Workflow — _It’s Free!_](https://www.jotform.com/workflow/new/?wizardInitialView=UseTemplate&fromLanding=1)

![Image 26: Track every step in real time](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvcHJvZHVjdHMvd29ya2Zsb3dzL2Fzc2V0cy9pbWctbWluL2ZlYXR1cmVzLzI2LnBuZw==/26.png?w=40&t=1)

## 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.

[Build a Workflow — _It’s Free!_](https://www.jotform.com/workflow/new/?wizardInitialView=UseTemplate&fromLanding=1)

![Image 27: Choose from 200+ templates](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvcHJvZHVjdHMvd29ya2Zsb3dzL2Fzc2V0cy9pbWctbWluL2ZlYXR1cmVzLzI3LnBuZw==/27.png?w=40&t=1)

## Workflows to Tasks Made Easy

Turn workflows into actionable tasks. Build boards that fit your process and ensure every step is tracked and completed on time.

[Build a Workflow — _It’s Free!_](https://www.jotform.com/workflow/new/?wizardInitialView=UseTemplate&fromLanding=1)

![Image 28: Workflows to Tasks Made Easy](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvcHJvZHVjdHMvd29ya2Zsb3dzL2Fzc2V0cy9pbWctbWluL2ZlYXR1cmVzLzI4LnBuZw==/28.png?w=40&t=1)

## Discover Jotform Workflows

[Check out the Press Kit](https://www.jotform.com/products/workflows/media/)[Build Your First Workflow — _It’s Free!_](https://www.jotform.com/workflow/new/?wizardInitialView=UseTemplate&fromLanding=1)[Watch the Webinar](https://www.jotform.com/products/workflows/webinar/)