What is Jotform Workflows?
| Jotform Workflows is used to manage and automate business processes. With a drag-and-drop, no-code interface, users can create complex workflows, set up conditional logic, request payments, and automate approvals. The solution includes 200+ pre-built and fully customizable workflow templates. These workflows can automate payment collection and processing, with options from 40+ popular payment processors including PayPal, Square, and Stripe. Conditional logic is available to support advanced decision-making, such as to automatically approve or deny requests, forward a submission to the relevant member of a company, and perform other tasks based on the content of each submission. Jotform Workflows can connect with 200+ other popular platforms, so it can be used to assign tasks, send notifications, respond to approval requests, and send data to third-party platforms the instant a new submission is received. Users can also create, assign, and track tasks. The platform centralizes task management and automates follow-up actions based on form responses. With Jotform Enterprise, users can fully customize the look and branding of a workflow, to create a customized experience. Jotform Tables and Inbox help users to keep track of all aspects of a workflow and can be used to manage submissions in a variety of helpful formats. Submissions can be replied to from Jotform Inbox, or data can be viewed as a spreadsheet, calendar, or individual cards in Jotform Tables. The solution includes team permission management, allowing for varying levels of visibility into a workflow’s actions and participants. |
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