Jotform Workflows Reviews & Product Details

I found it incredibly easy to manage, remarkably efficient, and profoundly helpful in daily operations. It is far more than just a form builder; it's a powerful data management tool that utilizes complex conditional logic, secure payment integrations, and automated approvals to dramatically boost my team's efficiency and cut administrative overhead. While it make take a few days, learning jotform is easy. It is easy impleneted on the go with its simple menu boxes. Customer support if quick and fast and the number of features deals with a lot of the common need. Review collected by and hosted on G2.com.

sometimes, navigating to find a topic, item or function is complex Review collected by and hosted on G2.com.

With Jotform Workflows, I find that almost everything I need to accomplish is possible. Simple tasks are straightforward and easy to set up. For more complex needs, I can usually achieve my goals by using workarounds, often with assistance from customer support or by referencing answers to similar questions in the forums. Review collected by and hosted on G2.com.

When I need to handle complex tasks or create intricate workflows and forms, I find the user interface becomes quite cumbersome. I really wish there was an option to edit the raw JSON, particularly for setting up form conditions and managing workflow connections. Review collected by and hosted on G2.com.

I truly appreciate how Jotform Workflows has transformed my workflow processes over the past five years. It significantly minimizes tedious manual tasks through seamless automation, which not only saves me a great deal of time but also enhances accuracy and improves record-keeping. The flexibility it offers is invaluable, allowing me to tailor workflows to suit a variety of tasks such as gym memberships, invoicing, and approvals for expenses and annual leave. I can effortlessly construct large and complex workflows, accommodating the real-world flexibility required for handling intricate processes, like following up on unpaid invoices. The fact that Jotform Workflows is a no-code platform makes it incredibly accessible and easy to use, even for those with no technical background, despite a minor learning curve initially. Its simple setup and the ability to easily integrate with tools like Stripe and Gmail enhance its appeal. Additionally, the platform's upgrades have addressed previous feature gaps, like the delay feature, further enhancing its functionality. The time-saving benefits combined with its ease of use make Jotform Workflows a reliable and efficient tool, deserving of a solid recommendation score of 10 out of 10 from me. Review collected by and hosted on G2.com.

I could not think of anything to critique. There have been major upgrades recently that solved slight issues I did have. Review collected by and hosted on G2.com.

We implemented the use of JotForm in our hiring and recruiting process! This has eliminated the need for so many back and forth emails between HR & the hiring manager to obtain all necessary information. This has saved so much time and energy, but also has cleared up my inbox so much!!! We will be using it for more things in the future! It is so very easy to use and I love being able to track all new requests in the same place! Review collected by and hosted on G2.com.

I am relatively new to software, but I like what I see so far & I am looking forward to learning more. Review collected by and hosted on G2.com.

Jotform workflows have streamlined several of our school processes such as purchase order approvals and work repair requests. This has eliminated back to forth emails and disjointed google forms/spreadsheets and has made this process smooth for our teachers and directors making it easy and convenient for them to submit and approve.

Building the workflows themselves were fairly simple and not difficult to use. There are many features to the workflows that allow for more automation and streamlining steps so that everything is much more efficient and less jumbled. The app integration with other applications is also very useful. Review collected by and hosted on G2.com.

The app integration is helpful, however, the integration with apps like Google Sheets does not update if the submission on the Jotform side is changed or updated once the initial form responses have been submitted. So it does require a manual update on the Google Sheets side. It is a small hiccup, but only if you integrate with an app like Google, since my colleagues would not have access to the Jotform submission table as I have the only active (licensed) account. Additionally, the integration with Asana doesn't allow for easy field to field integration if the Jotform form has branched questions/answers. Review collected by and hosted on G2.com.

I really value the pure ease of creating workflows visually and how everything links up seamlessly with Jotform Workflows. I also appreciate the fairly advanced workflows that can be created, which were initially used for single tasks but have evolved to include multiple steps. This has led to clearer reporting and a reduction in the time frame for work being completed. Review collected by and hosted on G2.com.

When you are new to using Jotform Workflows, they can be fairly daunting. You need to have a level of understanding of what each step in the workflow is going to do. Used incorrectly, it can add pain points to a journey. Review collected by and hosted on G2.com.

I like that you don't have to be a programmer to use it and there are a lot of features and options to use in the workflow. It's simple, but it can accomplish a lot if you know how to use it correctly. Review collected by and hosted on G2.com.

I think there needs to be more in-depth training on workflows in JotForm Academy. The details are found under the help button, but it took me awhile to find/notice the help button. It would be nice if help button (by your profile image) were more prominent or if the owl popped up for Chat. Review collected by and hosted on G2.com.

Working in administration for higher education, I’ve used Jotform on a daily bases to build approval workflows, eliminate repetitive emails, and streamline how we share and save documents by automatically triggering emails and storing files in Google Drive. This has significantly reduced manual work and improved overall efficiency.

One of the biggest advantages is the drag-and-drop builder. Since I don’t have a background in coding, this feature has been extremely helpful and makes it easy to design and manage workflows without technical expertise.

Jotform’s customer support is excellent. The team is very responsive and does an outstanding job troubleshooting issues, often providing help that’s specific to our individual workflows.

Overall, Jotform Workflows is a user-friendly automation tool with outstanding support. It was easy to implement Jotform-generated forms with our faculty with minimal training. Review collected by and hosted on G2.com.

There are a few areas where improvements would be welcome. An undo or restore button would be very helpful, especially when making changes to complex workflows. Additionally, when cloning workflows, some email settings reset and need to be reconfigured, which can be time-consuming. I would also love to see an option to add an approval “stamp” that appears on the finalized document when using an uploaded PDF to create a form, as this would further streamline our approval process. Review collected by and hosted on G2.com.

Ease of use:

The creation of flows is completely visual and intuitive — just drag and drop elements (approvals, emails, conditions, etc.) without needing to program anything.

Automatic integration with forms:

Any JotForm form can become the trigger for the flow, which greatly simplifies processes such as vacation requests, budget approvals, or registrations. Review collected by and hosted on G2.com.

Limitations in complex automations:

When the process requires many conditions, branches, or advanced calculations, the flow can become difficult to manage or may not offer all the necessary features.

Lack of more detailed reports:

The tracking of approvals is good, but the reports and dashboards could be more complete and customizable.

Integrations with restrictions:

Despite having many integrations, some require the use of paid plans or do not allow very deep automations.

Little control over interface and flow design:

There is not much freedom to customize the appearance of emails and approval screens. Review collected by and hosted on G2.com.

I like Jotform workflows because the drag-and-drop interface makes setup simple and straightforward. Workflows allow us to create proper approval paths, eliminate paper processes, and automatically send notifications for incoming requests. For example, we use a workflow for time-off requests—something that used to take 15 to 30 minutes (or longer) is now handled with a single click from an email. Review collected by and hosted on G2.com.

If I could improve the workflow, I’d add more reporting options and the ability to sort by approval status. It would be extremely helpful to separate approved items from pending ones, so I can easily see which need attention and which can be exported to Excel for processing by our office team. Review collected by and hosted on G2.com.