Jotformワークフロー

Top 27 Features of Jotform Workflows

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

Build your first WorkflowIt’s Free!

Drag and drop to build your workflow

Design custom workflows effortlessly with our intuitive drag-and-drop builder. No coding required - just easy-to-use tools to help you create your ideal process.

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Drag and drop to build your workflow

Turn forms into flows

Instantly turn your forms into workflows that automate approvals, tasks, and data collection. Everything you need to turn input into action.

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Turn forms into flows

Add powerful workflow elements

Create custom workflows that assign tasks, request approvals, collect payments, and integrate with third-party platforms. Customize every step to meet your unique business needs.

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Add powerful workflow elements

Create and assign tasks

Create, assign, and track tasks across your team, ensuring everyone knows their role and responsibilities at each stage of the workflow.

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Create and assign tasks

Get approvals

Request approvals from individuals, teams, or groups and customize approval rules to fit your business needs. Speed up decision-making with ease.

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Get approvals

Integrations with third-party tools

Seamlessly connect your workflows to the tools you already use, from Google Drive to Slack. Automate data sharing and streamline collaboration.

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Integrations with third-party tools

Send automated emails

Say goodbye to follow-up emails. Automated notifications keep your team and clients informed at every step of your workflow, ensuring timely updates without the need for manual effort.

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Send automated emails

Request payments

Integrate payment collection into your workflows. Request and process payments securely using your choice of 40+ popular payment processors - while paying no extra transaction fees to Jotform.

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Request payments

Automate with conditional logic

Trigger specific actions based on the content of form responses. Automatically send a form to be filled out, request a payment, approve or deny a submission, or perform another action.

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Automate with conditional logic

Run integrations conditionally

Integration actions are triggered only when specific conditions are met, giving you full control over your workflows.

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Run integrations conditionally

Comment on approvals

Add comments to approvals to make collaboration smoother and ensure every stakeholder has a voice in the process.

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Comment on approvals

Request e-signatures

Securely collect e-signatures directly from your workflows - great for quickly completing agreements, contracts, approvals, and other documents.

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Request e-signatures

Run parallel paths

Run multiple tasks or approvals simultaneously, streamlining complex workflows that require several steps to happen at the same time.

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Run parallel paths

Integrate data from multiple forms

Combine data from different forms in your workflow to trigger integrations and keep everything connected.

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Integrate data from multiple forms

Send workflow reports

Automatically generate and send detailed reports that include every action taken in your workflow. Keep everyone in the loop and your processes transparent.

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Send workflow reports

White label your action pages

Add your logo and branding to task and approval pages to create a consistent and professional experience for every participant in your workflow.

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White label your action pages

Control tasks and approval actions

Keep your workflow on track by customizing task and approval actions like adding comments, setting reminders, reassigning tasks, and more.

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Control tasks and approval actions

Advanced Workflow Settings

Level up your approval flow with advanced settings.

Set approval completion rules

Tailor your approval process to fit your organization. Require responses from everyone, from specific people, or from a majority of respondents to ensure decisions are made the right way every time.

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Set approval completion rules

Use custom outcomes

Set custom outcomes for tasks and approvals to automatically create branches and direct your workflow based on the decisions your team makes.

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Use custom outcomes

Escalate approvals

Ensure urgent matters get addressed in a timely manner by setting up approval escalation paths. Keep things moving even when certain responses are delayed.

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Escalate approvals

有効期限の設定

Create deadlines for approvals and tasks to keep your workflow on track. Automatically escalate or remind when due dates approach.

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Set expiration dates

Send task and approval reminders

Automate reminders for pending tasks and approvals to keep everyone on top of their responsibilities.

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Send task and approval reminders

すべての受信内容を一か所で管理

Easily access and manage all of your workflow submissions from one central location. Stay organized and in control of your data.

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View all submissions in one place

Complete tasks on the go with our mobile app

Stay connected and productive wherever you are by completing tasks and approvals directly from our mobile app.

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Complete tasks on the go with our mobile app

Send submission PDFs

Automatically convert completed forms into PDF documents to keep a secure and shareable record of every submission.

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Send submission PDFs

Track every step in real time

Stay on top of every action in your workflow with real-time tracking, so you know who did what, and when, at all times.

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Track every step in real time

Choose from 200+ templates

Want to get started faster? Explore our library of ready-made templates, and choose one that suits your industry and use case.

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Choose from 200+ templates

ワークフローからタスクへ簡単に変換

ワークフローを実行可能なタスクに変換できます。業務プロセスに合わせたボードを作成し、すべてのステップを追跡して期限内に完了させることができます。

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Workflows to Tasks Made Easy