# Jotform Workflows for Enterprise: Automate your business processes

Jotform Workflows for Enterprise

# 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.

[Contact Sales](https://www.jotform.com/enterprise/contact-sales/)

![Image 1: Jotform Workflows for Enterprise](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvZW50ZXJwcmlzZS12Mi9hc3NldHMvaW1nLW1pbi93b3JrZmxvd3MvaGVyby5wbmc/dj0xLjAuMQ==/hero.png?w=1024&t=1)

![Image 2: Create drag-and-drop workflows](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvZW50ZXJwcmlzZS12Mi9hc3NldHMvaW1nLW1pbi93b3JrZmxvd3MvY3JlYXRlLWRyYWcucG5nP3Y9MS4wLjE=/create-drag.png?w=1024&t=1)

## Create drag-and-drop workflows

![Image 3: Create drag-and-drop workflows](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvZW50ZXJwcmlzZS12Mi9hc3NldHMvaW1nLW1pbi93b3JrZmxvd3MvY3JlYXRlLWRyYWcucG5nP3Y9MS4wLjE=/create-drag.png?w=40&t=1)

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.

[Contact Sales](https://www.jotform.com/enterprise/contact-sales/)

## Create. Customize. Track.

![Image 4: Intuitive builder](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvZW50ZXJwcmlzZS12Mi9hc3NldHMvaW1nLW1pbi93b3JrZmxvd3Mvc2xpZGVyLWNyZWF0ZS5wbmc/dj0xLjAuMQ==/slider-create.png?w=40&t=1)

### Intuitive builder

Create complex, automated workflows in minutes with our drag-and-drop builder.

![Image 5: Customized branding](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvZW50ZXJwcmlzZS12Mi9hc3NldHMvaW1nLW1pbi93b3JrZmxvd3Mvc2xpZGVyLWN1c3RvbWl6ZS5wbmc/dj0xLjAuMQ==/slider-customize.png?w=40&t=1)

### Customized branding

Design workflows to match your exact brand standards with white labeling from Jotform Enterprise.

![Image 6: Progress tracking](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvZW50ZXJwcmlzZS12Mi9hc3NldHMvaW1nLW1pbi93b3JrZmxvd3Mvc2xpZGVyLXRyYWNrLnBuZz92PTEuMC4x/slider-track.png?w=40&t=1)

### 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

HR

IT

Sales

Event Management

### 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.

[Contact Sales](https://www.jotform.com/enterprise/contact-sales/)

![Image 7: Event Management](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvZW50ZXJwcmlzZS12Mi9hc3NldHMvaW1nLW1pbi93b3JrZmxvd3Mvc2xpZGVyL2V2ZW50LW1hbmFnZW1lbnQucG5nP3Y9MS4wLjE=/event-management.png?w=40&t=1)

### 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.

[Contact Sales](https://www.jotform.com/enterprise/contact-sales/)

![Image 8: HR](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvZW50ZXJwcmlzZS12Mi9hc3NldHMvaW1nLW1pbi93b3JrZmxvd3Mvc2xpZGVyL2hyLnBuZz92PTEuMC4x/hr.png?w=40&t=1)

### IT

Coordinate access requests, ticket management, and equipment requests with Jotform Workflows. Automate manual tasks and improve cross-department collaboration for enhanced operations.

[Contact Sales](https://www.jotform.com/enterprise/contact-sales/)

![Image 9: IT](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvZW50ZXJwcmlzZS12Mi9hc3NldHMvaW1nLW1pbi93b3JrZmxvd3Mvc2xpZGVyL2l0LnBuZz92PTEuMi4x/it.png?w=40&t=1)

### Sales

Simplify order processing, invoicing, and payment collection with Jotform Workflows. Streamline sales operations to minimize manual tasks, improve accuracy, and drive revenue growth.

[Contact Sales](https://www.jotform.com/enterprise/contact-sales/)

![Image 10: Sales](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvZW50ZXJwcmlzZS12Mi9hc3NldHMvaW1nLW1pbi93b3JrZmxvd3Mvc2xpZGVyL3NhbGVzLnBuZz92PTEuMC4x/sales.png?w=40&t=1)

### Legal

Manage contracts, NDAs, and document reviews with Jotform Workflows. Streamline document tracking and approvals and automate manual tasks to enhance efficiency.

[Contact Sales](https://www.jotform.com/enterprise/contact-sales/)

![Image 11: Legal](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvZW50ZXJwcmlzZS12Mi9hc3NldHMvaW1nLW1pbi93b3JrZmxvd3Mvc2xpZGVyL2xlZ2FsLnBuZz92PTEuMC4x/legal.png?w=40&t=1)

### 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.

[Contact Sales](https://www.jotform.com/enterprise/contact-sales/)

![Image 12: Event Management](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvZW50ZXJwcmlzZS12Mi9hc3NldHMvaW1nLW1pbi93b3JrZmxvd3Mvc2xpZGVyL2V2ZW50LW1hbmFnZW1lbnQucG5nP3Y9MS4wLjE=/event-management.png?w=40&t=1)

### 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.

[Contact Sales](https://www.jotform.com/enterprise/contact-sales/)

![Image 13: HR](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvZW50ZXJwcmlzZS12Mi9hc3NldHMvaW1nLW1pbi93b3JrZmxvd3Mvc2xpZGVyL2hyLnBuZz92PTEuMC4x/hr.png?w=40&t=1)

![Image 14: Create tasks from your workflows](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvZW50ZXJwcmlzZS12Mi9hc3NldHMvaW1nLW1pbi93b3JrZmxvd3MvY3JlYXRlLXRhc2tzLnBuZz92PTEuMC4x/create-tasks.png?w=40&t=1)

## Create tasks from your workflows

![Image 15: Create tasks from your workflows](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvZW50ZXJwcmlzZS12Mi9hc3NldHMvaW1nLW1pbi93b3JrZmxvd3MvY3JlYXRlLXRhc2tzLnBuZz92PTEuMC4x/create-tasks.png?w=40&t=1)

Maximize your team’s use of Jotform Workflows by sending workflow tasks straight to Jotform Boards. Visualize your queued tasks and share your board with others to increase workflow efficiency. Collect requests from multiple forms and assign requests to your collaborators — it’s that easy.

[Contact Sales](https://www.jotform.com/enterprise/contact-sales/)

![Image 16: Collect payments within workflows](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvZW50ZXJwcmlzZS12Mi9hc3NldHMvaW1nLW1pbi93b3JrZmxvd3MvY29sbGVjdC1wYXltZW50LnBuZz92PTEuMS4x/collect-payment.png?w=40&t=1)

## Collect payments within workflows

![Image 17: Collect payments within workflows](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvZW50ZXJwcmlzZS12Mi9hc3NldHMvaW1nLW1pbi93b3JrZmxvd3MvY29sbGVjdC1wYXltZW50LnBuZz92PTEuMS4x/collect-payment.png?w=40&t=1)

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.

[Contact Sales](https://www.jotform.com/enterprise/contact-sales/)

![Image 18: Use integrations with conditional logic](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvZW50ZXJwcmlzZS12Mi9hc3NldHMvaW1nLW1pbi93b3JrZmxvd3MvdXNlLWludGVncmF0aW9ucy5wbmc/dj0xLjAuMQ==/use-integrations.png?w=40&t=1)

## Use integrations with conditional logic

![Image 19: Use integrations with conditional logic](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvZW50ZXJwcmlzZS12Mi9hc3NldHMvaW1nLW1pbi93b3JrZmxvd3MvdXNlLWludGVncmF0aW9ucy5wbmc/dj0xLjAuMQ==/use-integrations.png?w=40&t=1)

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.

[Contact Sales](https://www.jotform.com/enterprise/contact-sales/)

![Image 20: Gather data from different forms](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvZW50ZXJwcmlzZS12Mi9hc3NldHMvaW1nLW1pbi93b3JrZmxvd3MvZ2F0aGVyLWRhdGEucG5nP3Y9MS4yLjE=/gather-data.png?w=40&t=1)

## Gather data from different forms

![Image 21: Gather data from different forms](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvZW50ZXJwcmlzZS12Mi9hc3NldHMvaW1nLW1pbi93b3JrZmxvd3MvZ2F0aGVyLWRhdGEucG5nP3Y9MS4yLjE=/gather-data.png?w=40&t=1)

Pull data from different forms into your workflows to streamline complex business processes. Prefill data from multiple form fields for advanced personalization.

[Contact Sales](https://www.jotform.com/enterprise/contact-sales/)

![Image 22: Assign tasks inside your workflows](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvZW50ZXJwcmlzZS12Mi9hc3NldHMvaW1nLW1pbi93b3JrZmxvd3MvYXNzaWduLXRhc2tzLnBuZz92PTEuMC4x/assign-tasks.png?w=40&t=1)

## Assign tasks inside your workflows

![Image 23: Assign tasks inside your workflows](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvZW50ZXJwcmlzZS12Mi9hc3NldHMvaW1nLW1pbi93b3JrZmxvd3MvYXNzaWduLXRhc2tzLnBuZz92PTEuMC4x/assign-tasks.png?w=40&t=1)

Assign and manage tasks within workflows to minimize emails and manual work. Automate notifications and reminders for seamless communication and tracking.

[Contact Sales](https://www.jotform.com/enterprise/contact-sales/)

![Image 24: Customize branding within workflow elements](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvZW50ZXJwcmlzZS12Mi9hc3NldHMvaW1nLW1pbi93b3JrZmxvd3MvY3VzdG9taXplLWJyYW5kaW5nLnBuZz92PTEuMC4x/customize-branding.png?w=40&t=1)

## Customize branding within workflow elements

![Image 25: Customize branding within workflow elements](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvZW50ZXJwcmlzZS12Mi9hc3NldHMvaW1nLW1pbi93b3JrZmxvd3MvY3VzdG9taXplLWJyYW5kaW5nLnBuZz92PTEuMC4x/customize-branding.png?w=40&t=1)

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.

[Contact Sales](https://www.jotform.com/enterprise/contact-sales/)

![Image 26: Automate your approval processes](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvZW50ZXJwcmlzZS12Mi9hc3NldHMvaW1nLW1pbi93b3JrZmxvd3MvYXV0b21hdGUucG5nP3Y9MS4wLjE=/automate.png?w=40&t=1)

## Automate your approval processes

![Image 27: Automate your approval processes](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvZW50ZXJwcmlzZS12Mi9hc3NldHMvaW1nLW1pbi93b3JrZmxvd3MvYXV0b21hdGUucG5nP3Y9MS4wLjE=/automate.png?w=40&t=1)

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.

[Contact Sales](https://www.jotform.com/enterprise/contact-sales/)

![Image 28: Simplify team decision-making](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvZW50ZXJwcmlzZS12Mi9hc3NldHMvaW1nLW1pbi93b3JrZmxvd3Mvc2ltcGxmeS10ZWFtLnBuZz92PTEuMC4x/simplfy-team.png?w=40&t=1)

## Simplify team decision-making

![Image 29: Simplify team decision-making](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvZW50ZXJwcmlzZS12Mi9hc3NldHMvaW1nLW1pbi93b3JrZmxvd3Mvc2ltcGxmeS10ZWFtLnBuZz92PTEuMC4x/simplfy-team.png?w=40&t=1)

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.

[Contact Sales](https://www.jotform.com/enterprise/contact-sales/)

## What our customers say about Jotform Enterprise

*     With Jotform’s approval flows and Enterprise account features, we're creating that circular workflow that everyone can contribute to. This one form and approval workflow will save teams about 300 hours across the year.  **James Watts**
Business Systems Analyst

ExCel London   
*     Jotform Enterprise is not just a form service to us. We use Jotform Enterprise for everything.  **Jasmine Smith**
Business Intelligence Analyst & IT Manager

Career Path Services   
*     Jotform Enterprise changed a days-long permit process into a five-minute application.  **Ed Coates**
Ground Transportation and Parking Coordinator

Port of Oakland   
*     With Jotform’s approval flows and Enterprise account features, we're creating that circular workflow that everyone can contribute to. This one form and approval workflow will save teams about 300 hours across the year.  **James Watts**
Business Systems Analyst

ExCel London   
*     Jotform Enterprise is not just a form service to us. We use Jotform Enterprise for everything.  **Jasmine Smith**
Business Intelligence Analyst & IT Manager

Career Path Services   
*     Jotform Enterprise changed a days-long permit process into a five-minute application.  **Ed Coates**
Ground Transportation and Parking Coordinator

Port of Oakland   
*     With Jotform’s approval flows and Enterprise account features, we're creating that circular workflow that everyone can contribute to. This one form and approval workflow will save teams about 300 hours across the year.  **James Watts**
Business Systems Analyst

ExCel London   

## FAQ

*    
### 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.   
*    
### 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.   
*    
### 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.   
*    
### 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.   
*    
### 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.   

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## Build Powerful Automations

![Image 30: Build Powerful Automations video](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvZW50ZXJwcmlzZS12Mi9hc3NldHMvaW1nLW1pbi93b3JrZmxvd3MvdmlkZW8tcGxhY2Vob2xkZXIucG5nP3Y9MS4xLjE=/video-placeholder.png?w=40&t=1)

## Discover Jotform Workflows

[Contact Sales](https://www.jotform.com/enterprise/contact-sales/)[Watch the Webinar](https://www.jotform.com/products/workflows/webinar/)