Actions
Create dynamic workflows with powerful step actions. Send forms and emails, assign tasks, and collect approvals, signatures, and payments for smooth automation.
Trigger automated emails at any stage of your workflow. From approvals to task updates, ensure the right message reaches the right people exactly when it matters.
Streamline decisions with the Approval element. Drag and drop approval steps into your workflow, notify approvers automatically, and let them approve requests with one click.
Assign forms to the right people at the right time automatically. With Jotform Workflows’ Send Form element, you can trigger form requests at any step of your process.
Simplify decision-making with Jotform Workflows' Group Approvals. Set rules, track progress in Jotform Inbox or Tables, and let each approver provide feedback independently.
Assign tasks directly within your workflows to keep everything on track. Customize each task and monitor progress to ensure nothing gets missed.
Add payment collection directly to your workflows for smooth, automatic transactions that keep your processes moving.
Select submissions from multiple forms in your flow to be converted into PDFs and sent as soon as the workflow reaches that step. Perfect for invoices, receipts, or reports.
Keep everyone aligned with flow reports. Generate and share summaries that show who did what, ensuring clarity and accountability across your team.
Embed document signing into your workflows to keep things moving. Automatically assign signing tasks and ensure important documents are completed on time.
