Automation features to drive Enterprise-level growth

Automation features to drive Enterprise-level growth

So much of your daily life can be put on hold. You can pause a TV show or playlist. You can delay your vacation or pizza delivery. But nobody can stop time.

Automation helps you save your most precious resource — time — for the things that matter most to you.

Minimize manual data entry, meetings, and messages with online forms

Online forms can serve many purposes. With a bit of creativity, forms can facilitate deeper conversations and replace unproductive meetings that erode your discretionary time.

If your business provides customized services like marketing, design, real estate sales, or financial advice, you can use online forms to guide prospects and customers.

Instead of sifting through emails and voice mails, employ a form to ask questions that reveal your customer’s needs, present best-fit services, and provide you with the data necessary to deliver a personalized, thoughtful response.

Departments across an organization can use this tactic. IT and customer service teams can direct individuals to resources through forms. Marketing teams can use campaign kickoff forms to identify what’s needed and from whom. The data collected through forms populates a Jotform table, where you can assign tasks and create a calendar and reports to track progress.

Minimize manual data entry, meetings, and messages with online forms

Streamline event, campaign, and project management with Jotform Tables

Once you’ve collected your submission data, Jotform Tables offers many opportunities to automate how the information is used, organized, and shared.

Let’s say you work at a large university processing incoming college applications. You can use Jotform Tables to analyze data and send data to other departments. Multiple departments will be able to access the information they need, while you will have a holistic view of each student. Here are some examples:

  • Populate data from multiple forms into one master Jotform table by adding tabs and connecting each tab to a form.
  • Trigger notification emails to specific teams or individuals based on form inputs and conditional logic.
An interface showing a system setup for sending automated notification emails
  • Determine eligibility for various programs and scholarships by automatically calculating data inputs from students seeking financial aid.
  • Use filters and reports to create balanced cohorts of students in housing.
An interface of a software application used for evaluating student eligibility for various programs and scholarships

Maintain a clean, secure database using the Auto-Delete Submissions feature

A crucial component of data management is removing old data and purging data you no longer need. Scrubbing your database can improve performance, reduce costs, and help you meet industry and compliance regulations.

You can automate the removal of form submission data using the Auto-Delete Submissions feature. In Form Settings, toggle the switch to enable the feature, select the desired time when form submissions will be deleted, and click the Update button.

A gif of a software interface, specifically the 'Form Settings' page, where the 'Auto-Delete Submissions' feature can be enabled

Use integrations to automate the flow of data

Sometimes, you need to move your data to another system your organization uses. Fortunately, there are over 100 integrations to help you.

Popular choices for automation include Zapier and Power Automate. Integrating Jotform Enterprise with other third-party providers is a snap. Go to Form Settings, open the Integration menu, and search for your integration of choice.

Once you’ve identified your provider, you must log into that service to set up the integration before configuring your desired action/automation. Then listen closely for the “Whoosh!” sound of to-dos flying off your plate.

A user interface showing the process of integrating Jotform Enterprise with various third-party systems like Zapier and Power Automate

Use Jotform Sign to automate e-signature collection

Our users love using Jotform Sign to collect e-signatures. How do we know? Millions of documents have been successfully signed with Jotform Sign. You can virtually pile onto the e-signature party with a simple click.

Looking for integrations that are compatible with Jotform Sign? Use the handy toggle switch listed at the top of the categories section on the left side of the integrations page.

A screenshot of the integrations page in Jotform Sign, featuring a toggle switch at the top of the categories section on the left side

Convert your static paper documents to digital forms with Jotform’s PDF Editor, which automatically detects fields to create an online form you can customize to your brand. Once your form is ready, you can enable Jotform Sign automation using the toggle switch in the settings for your signature field. Voila!

A screenshot showing the process of converting paper documents to digital forms using Jotform's PDF Editor

Jotform Sign is ideal for a range of industries and is used to

  • Secure waivers and permission slips for volunteers and students
  • Reserve facilities for weddings and family reunions
  • File court petitions and healthcare-related documents

Jotform’s PDF Editor, integrations, and automations make it easy to upload your documents, connect your CRM, and send requests for signatures. You can get notifications as signatures are requested and received, as well as view, organize, and track the status of each document using Jotform Inbox.

An interface showing the process of uploading documents, connecting to a CRM, and requesting signatures using Jotform's PDF Editor and its integrated automation features

Use Approval Workflows and Group Approvals to automate complex decisions

Speaking of inboxes, did you know you can eliminate hours spent sending and searching through emails by automating decisions with approval workflows?

Below is an approval workflow for a contract review form. The workflow uses conditional branching, so previously approved vendors require only one individual for signoff. For new vendors, Group Approvals functionality is used to require signoff from the entire team.

A flowchart illustrating an approval workflow for a contract review form

Approval flows work with your forms to automate entire processes. Use them to automatically send emails, secure approvals and signatures, collect and circulate PDFs, and generate reports. Advanced features can escalate and reassign approvals or allow approvers to request more information.

You can generate a basic approval workflow from the Form Builder or an approval template, or design one from scratch. It’s easy to drag and drop approval elements as you determine the steps involved, consider potential bottlenecks, and create rules to delegate, prompt action, or restart the entire process.

We hope you’ve learned a new way to leverage Jotform Enterprise automation to save time and fuel growth. For more inspiration, watch our video, Five Ways to Automate with Jotform Enterprise, and buy Aytekin Tank’s new book, Automate Your Busywork.

AUTHOR
Lainie is the Enterprise marketing manager and team lead at Jotform. With a career spanning 20+ years, she’s written for global management consulting firms, entrepreneurs, educational organizations, and nonprofits. A published author, her work has appeared in industry trades and educational guidebooks. Outside of work, Lainie enjoys live music, gardening, travel, volunteering, and the outdoors. You can reach Lainie through her contact form.

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