Automate your enterprise workflows from start to finish

Jotform Workflows is a more advanced version of Jotform Approvals that offers features to create more complex workflows. For example, with Workflows, you can run integrations conditionally, use data from multiple forms, collect payments as part of your workflow, and create white-labeled experiences for employees and customers. If you’re looking for a tool to revolutionize the way your workflows function, give Workflows a try today.

Along with great features like multi-form workflows and in-flow payment processing, Jotform is a great choice for enterprise teams because of its white-labeling capabilities. Jotform Enterprise’s white- labeling feature allows your enterprise team to fully customize task and approval action pages to reflect your brand, for a more polished, professional user experience. You can customize workflows and task completion pages to keep your brand consistent across all your channels.

Yes, Jotform Workflows can integrate with a range of tools you know and love. Choose from email tools like Mailchimp and Campaign Monitor, data management platforms like Google Drive and Airtable, CRM tools like HubSpot and Zoho, and more.

You can also automate tasks in your integrations by using predefined triggers and rules. Want to send workflow data straight to your platform of choice? No problem. Just set up triggers in your workflow to ensure your data is transferred smoothly.

No, you don’t need any knowledge of coding to create workflows with Jotform Workflows. Our workflow builder is no-code and drag-and-drop, meaning that you can easily and swiftly build workflows without coding knowledge. You can even build complex workflows that use multiple forms and integrations.

Our workflow automation features for enterprise teams can greatly improve team collaboration and task management for your business. Enterprise users can design multistep approval processes with conditional logic to make it easier to handle approvals across various teams, minimizing errors and automatically handing off tasks to the next person in the approval chain. Additionally, Jotform Workflows allows teams to assign tasks, set deadlines, and get updates in real time, reducing bottlenecks and ensuring tasks move smoothly between team members. These features are great for teams that work asynchronously or in different time zones. Plus, team members can access Workflows from any device, so they can keep processes moving wherever they are.

Yes, you can track the progress of workflows in real time through various channels like Jotform Inbox, email, or via the Jotform Mobile Forms app on mobile devices. Plus, you can also enable features like status updates, reminders, and automated notifications. These features are perfect for teams that need to keep all stakeholders informed throughout processes.

You can automate all kinds of workflows with Jotform Workflows. Create workflows for employee onboarding, purchase orders, job applications, contract management, and customer support tickets — and those are just a few examples! With Jotform’s no-code, drag-and-drop workflow builder, you can create versatile, custom workflows for all kinds of industries, for both simple and complex, multistep processes. Need a workflow for a single approval process? Make it with Workflows. Need a complex workflow with 15 or more triggers? Workflows has you covered.

Yes, you can customize workflows in Jotform Workflows. Use our drag-and-drop builder to create custom workflows tailored to your specific business needs. Add custom fields, approval steps, notifications, and integrations to build the exact workflows you need. With the wide variety of customization options available, you can tailor workflows to fit seamlessly into new or existing processes in your business.

Streamline complex processes and improve team efficiency with these key features of Jotform Workflows:

• Drag-and-drop builder: Use an intuitive interface to create workflows without coding.
• Rule-based logic: Customize workflows with conditional logic to increase efficiency.
• Form creation: Easily create forms to collect data, request approvals, or trigger processes.
• Automation capabilities: Automate internal and external tasks based on predefined triggers and rules.
• Integration with third-party tools: Connect with apps like Google Drive, Slack, Microsoft Teams, QuickBooks, and more.
• Payment requests: Seamlessly request and process payments through forms integrated into workflows.
• Task assignment: Assign tasks to team members with automated notifications and reminders.
• Approval flows: Get approvals from multiple stakeholders in one workflow, automatically route approval tasks to decision makers, and track decisions at a glance.
• Custom notifications: Alert users or managers when certain conditions are met or when tasks are pending.
• Pre-built templates: Use workflow templates to speed up workflow creation for common use cases.
• Mobile-friendly workflows: Track and manage workflows directly from your mobile device.
• Role-based access: Only allow certain users to use and view your workflows.

Jotform Workflows can help businesses automate repetitive tasks to save time and reduce manual errors. Automated processes mean quicker turnaround for important tasks and approvals. Overall, Jotform Workflows enables your team to save time on the little things and focus on higher-value tasks to boost productivity overall.

Yes, Jotform Enterprise’s workflow automation features are scalable for large organizations. Jotform Workflows for Enterprise can handle complex workflows that involve multiple teams and departments. Jotform Workflows also offers other useful features like advanced security features, reporting, white labeling, and customizable workflows that grow with your organization. No matter the size of your team or the complexity of your processes, Jotform Workflows has your enterprise team covered.

Yes, Jotform Enterprise’s workflow automation tool can help with compliance management at your organization. Automated workflows created with Jotform ensure compliance by tracking approvals and maintaining audit trails.

Jotform Enterprise also provides advanced security features for industries that require strict compliance with specific regulations, such as healthcare agencies, finance teams, and legal firms. Use Jotform’s role-based access controls and secure e-signature capabilities to help your business meet regulatory requirements.

With Jotform Workflows, users can create multistep document approval processes to make the document approval process that much easier. Take advantage of Jotform Sign for seamless document signing, so you can process contracts and agreements that much faster. Track documents in real time through every approval stage for faster processing and better team visibility.

Yes, you can use Jotform Workflows on your smartphone, tablet, or desktop.

Jotform Workflows helps improve the customer experience with faster response times and more streamlined workflows on the backend. Automation isn’t just great for your team, but for your customers and clients as well. Once a user submits a request or ticket, the appropriate team member will be instantly notified and can resolve the issue quickly. Automated workflows mean faster response times for customer support tickets, order processing, refund requests, and more.

Yes, you can automate multi-department workflows with Jotform Workflows. To do so, design your own multistep approval process with conditional logic and assign tasks to users in the appropriate departments. Each approver in your workflow will be able to see and respond to tasks quickly and efficiently.

Jotform Workflows is a versatile product that can be adapted to any business that needs workflow automation. Many industries can benefit from using it, including

• Healthcare: Use workflows for patient management, medical history requests, waivers, and more.
• Education: Use workflows for college applications, funding proposals, and more.
• Finance: Use workflows for invoice processing, refund requests, budget approvals, and more.
• Legal: Use workflows for contracts, agreements, brief filings, and more.
• IT: Use workflows for support tickets, equipment rentals, and more.
• HR: Use workflows for job applications, leave-of-absence requests, promotion requests, and more.

There are a couple of ways to get started with workflow automation through Jotform Enterprise. You can by opening the form you’d like to include in your workflow in the Form Builder. Then go to Settings at the top of the page, select Workflow on the left, and then select Create Workflow. This will open the Workflow Builder with your form as the starting point.

You can also start by selecting My Workflows and choosing Create Workflow in the upper-left corner. Choose Start From Scratch, One Step Approval, or Use Template to get started.