Manage and automate team workflows with one platform
Automate your business processes with powerful workflow management software. Create online forms, manage tasks, and request payments from one platform to save time, enhance security, and reduce technology costs.
Create drag-and-drop workflows
Easily build custom workflows in minutes using a no-code, drag-and-drop platform to simplify even the most complex business processes. Enhance your automation by adding conditional logic to optimize your flows.
Create. Customize. Track.
Intuitive builder
Create complex, automated workflows in minutes with our drag-and-drop builder.
Customized branding
Design workflows to match your exact brand standards with white labeling from Jotform Enterprise.
Progress tracking
Keep projects on track by monitoring every step of your workflow from any device via email, Jotform Inbox, Jotform Tables, and the Jotform Mobile Forms app.
Explore how Jotform Workflows can automate your processes
Human Resources
Automate employee onboarding, reviews, and time-off approval tasks with Jotform Workflows so your HR team can focus on more complex business objectives.
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IT
Coordinate access requests, ticket management, and equipment requests with Jotform Workflows. Automate manual tasks and improve cross-department collaboration for enhanced operations.
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Sales
Simplify order processing, invoicing, and payment collection with Jotform Workflows. Streamline sales operations to minimize manual tasks, improve accuracy, and drive revenue growth.
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Legal
Manage contracts, NDAs, and document reviews with Jotform Workflows. Streamline document tracking and approvals and automate manual tasks to enhance efficiency.
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Event Management & Booking
Coordinate venue booking, manage vendors, and facilitate registration from one platform. Use workflows to manage caterers and logistics, ensuring effective communication and empowering your team to deliver exceptional experiences.
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Collect payments within workflows
Add payment requests directly into your workflow to collect payments at any stage of a process. Easily integrate with your preferred payment processor — no extra tools required.
Use integrations with conditional logic
Optimize processes by integrating your workflows with Google Drive, Slack, Microsoft Teams, and more. Use conditional logic with integrations to schedule meetings, update records, or send files and messages for maximum efficiency.
Gather data from different forms
Pull data from different forms into your workflows to streamline complex business processes. Prefill data from multiple form fields for advanced personalization.
Assign tasks inside your workflows
Assign and manage tasks within workflows to minimize emails and manual work. Automate notifications and reminders for seamless communication and tracking.
Customize branding within workflow elements
Use white labeling to display your brand in every step of your workflow. Create a customized look by adding custom colors, logos, and more to emails, forms, tasks, and team approvals.
Automate your approval processes
Streamline approvals within your workflow to simplify decision-making across your organization. Track every step of your approval process from any device and send notifications to users for maximum productivity.
Simplify team decision-making
Set up group approval processes so your entire team can edit, track, and approve assets from a single platform. Collect feedback from multiple stakeholders, set deadlines, and automate reminders to streamline decision-making.
What our customers say about Jotform Enterprise
FAQ
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What is Jotform Workflows for Enterprise?
Jotform Workflows for Enterprise is a powerful, no-code workflow automation tool organizations can use to streamline processes. With its drag-and-drop builder, you can create custom workflows that automate tasks, approvals, e-signature collection, payment requests, notifications, and more. Jotform Workflows integrates with popular third-party applications and combines conditional logic, real-time tracking, white labeling, and customizable task and approval pages for optimal customer experiences and organizational efficiency.
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How many people can I add as approvers?
With a Jotform Enterprise plan, there is no limit to the number of approvers you can include in your workflow.
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Can I customize my workflow to match my company’s branding?
Absolutely! Workflow owners on Jotform Enterprise plans can take advantage of white labeling features to customize task and approval action pages with their company’s logo, colors, and branding elements.
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How do workflow reports work in Jotform Enterprise Workflows?
Jotform Enterprise Workflows generates detailed reports for each workflow, summarizing completed steps, tasks, and progress. These reports can be sent automatically to relevant stakeholders.
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Can I trigger integrations conditionally?
Yes. With Jotform Workflows for Enterprise, you can trigger integrations conditionally for maximum flexibility and efficiency when using third-party tools within your workflows.
Build Powerful Automations
Discover Jotform Workflows
Join our free webinar on Thursday, November 7 at 11 a.m. (PST) to learn more