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Workflows

Transform tasks into seamless workflows in minutes. Save time and increase productivity for your business.

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Enterprise
Features
Workflows Category
Get Started
Learn More: Get Started

Get Started

See all the ways you can build your first Workflow.

Workflow Builder
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Workflow Builder

Create workflows with a fast, intuitive drag-and-drop builder, perfect for everything from simple approvals to complex, multi-branch flows.

Actions
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Actions

Create dynamic workflows with powerful step actions. Send forms and emails, assign tasks, and collect approvals, signatures, and payments for smooth automation.

Logic & Flow Control
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Logic & Flow Control

Build workflows with precision using a wide variety of elements designed to collect data, automate tasks, trigger actions, and control flow logic.

Integrations
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Integrations

Connect your workflows with the tools your team already uses. Jotform Workflows integrates with popular apps like Google Drive, Slack, Airtable, QuickBooks, and more.

Approvals
Learn More: Approvals

Approvals

Streamline your decision-making processes with built-in approval and task features. Assign reviewers, track approvals, and collect decisions or sign-offs with a single click.

Flow Tracking
Learn More: Flow Tracking

Flow Tracking

Get full visibility into your workflows with real-time tracking and activity logs. Monitor each step, spot bottlenecks, and review past actions with a clear audit trail.

Payments
Learn More: Payments

Payments

Collect payments directly within your workflows using integrated forms. Charge for bookings, services, or fees and track transactions at any step.

Mobile Actions
Learn More: Mobile Actions

Mobile Actions

Approve tasks, track progress, and manage your inbox from your mobile device. Stay connected and in control of your workflows wherever you go.

Data Management
Learn More: Data Management

Data Management

Easily organize, view, and analyze all your workflow data in one place. Use customizable reports and dashboards to track progress, measure performance, and gain actionable insights.

Enterprise
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Enterprise

Access advanced features designed for large organizations, including multiuser management, white labeling, and custom domains.

Security
Learn More: Security

Security

Jotform has always been committed to safeguarding your data. We implement the same security features for AI Agents.

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Jotform Enterprise enables organizations to design powerful, no-code forms that automate workflows, gather e-signatures, and generate real-time reports — all with role-based access and advanced security. With features like white-labeling, single sign-on, local data residency, and dedicated support, it delivers both control and flexibility for enterprise-level needs.

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