Jotform Workflows Reviews & Product Details

The ease to set it up and use it and how much time it shaves off my practice with automation. It performs consistently and the price is very fair as well. I also like the AI assistance that I get in my Gmail. Integrating with Gmail is very helpful as well since I only use Gmail. Review collected by and hosted on G2.com.

Nothing that I can think of at this time, I am overall very happy with it Review collected by and hosted on G2.com.

It is very straight forward and is able to be set up step by step, as well as ensures your flows work easily. We use on a daily basis, which makes it streamlined for our teams. It was very easy for us to integrate with our existing forms as well as new ones. Review collected by and hosted on G2.com.

Sometimes the flow can get broken and it can take some work to fix it. Review collected by and hosted on G2.com.

I really appreciate Jotform Workflows for the consistent, streamlined communication it provides, which prevents important things from falling through the cracks and allows us to operate more efficiently. I like the ability to customize and add all of the if/then logic. The conditional logic questions are particularly useful as they allow me to set up questions or fields to only show up for agents if they're relevant to their other answers, helping to prevent overwhelm and gather more specific information when necessary. The initial setup was also very easy. Review collected by and hosted on G2.com.

I wish that I could have a master dropdown list, that would automatically update all the dropdown options for a certain field on all forms at the same time. Right now, every time a new team member joins I have to remember to add them to all of our forms manually. Review collected by and hosted on G2.com.

I find Jotform Workflows to be very visually appealing and intuitive with very easy settings. I appreciate the great number of dropdown menus which allow for a lot of data disaggregation. It's really helpful that it links well to Power BI for visual dashboards, and it seems to function well without losing any data. The initial setup was really easy because all the conditions are easy to set up, allowing me to select conditions and jump to the next question effortlessly. I love the ability to enter a question and duplicate it multiple times, which is great for us because we have a lot of similar questions. The feature that allows uploading an Excel file has been really helpful, especially with dropdowns that accommodated 300 different species, which I thought was quite amazing. And overall, it's a lot easier to manage than using Excel. Review collected by and hosted on G2.com.

The main thing is when you want to put in a numerical value in a multi-select, multi-field table, the option for a numerical figure isn't there. It would be better if you could add numbers in table menus because the lack of this feature means people could enter a number or text, which could get jumbled. Also, collaborators' links only last for seventy-two hours, which is slightly annoying. Review collected by and hosted on G2.com.

Using Jotform Workflows has eliminated a lot of manual effort, saving both time and reducing human errors. It improved the participant experience by allowing them to self-service without needing someone from our side involved. I really appreciate that it saved me tons of time and was easy to set up. Additionally, I also like that I could use it for our web chatbot. Review collected by and hosted on G2.com.

I wanted the ability to send multiple emails (i.e., reminders) if people did not take the next step and set up an appointment, but there was no way for Jotform Workflows to read our Google study calendar to see if a person set up an appointment. So, reminders were still a manual process. Review collected by and hosted on G2.com.

I find Jotform Workflows incredibly useful for streamlining communication between Slack and Gmail. The integration is a huge time-saver, allowing me to automatically trigger notifications in Slack and send structured emails through Gmail without manual effort. I love that I can eliminate manual follow-ups, which vastly reduces errors and saves me time. The drag-and-drop workflow builder is intuitive and lets me set up workflows without spending time on complicated setups. Once configured, the automation is reliable and consistently delivers notifications and responses. Jotform Workflows has significantly reduced my repetitive manual tasks, giving me more time to focus on important work. I appreciate the flexibility to customize workflows for different scenarios, like notifying a Slack channel or sending structured email updates. Plus, it seamlessly integrates with the tools I use daily, making it feel like a natural extension of my workflow. The initial setup was smooth and easy, with the interface guiding me step-by-step, connecting Slack and Gmail workflows effortlessly. The automatic logging of form submissions into Google Sheets has made tracking and analyzing data much easier. Review collected by and hosted on G2.com.

Integration depth: While Slack and Gmail connections are solid, some advanced features (like formatting Slack messages with richer layouts or handling Gmail threading intelligently) feel limited. Learning curve for complex flows: Simple automations are easy, but when workflows involve multiple conditional branches, the interface can get a bit overwhelming. A more guided setup or visual cues would help. Notification management: Slack alerts are great, but without fine‑tuned controls, they can become noisy. More granular options for filtering or batching notifications would reduce clutter. Error handling transparency: If a workflow fails (say, due to a Gmail API hiccup), the error messages aren’t always clear. Review collected by and hosted on G2.com.

Workflows ease the workload for me as Manager and the supervisor. It is faster and easier than sifting through emails looking for important information that needs signatures or approval from the director. All documents go into a folder automatically and can be printed and signed at once. Review collected by and hosted on G2.com.

On Hipaa accounts a password is required for other together sign documents. Review collected by and hosted on G2.com.

I like Jotform Workflows because it streamlines the process of approving applications and saves us quite a bit of time. The ease of setup is great, and it's efficient. It helps us cut down on unnecessary emails and allows us to simplify our approval process with just the click of a button. Overall, it saved us a lot of work time within the team. Review collected by and hosted on G2.com.

When we first started with Jotform Workflows, we wanted to create parallel workflows for each request, but this did not work at the time and we haven't tried to set it up since. It was a feature that we found lacking. For each form, we are only able to have one approval flow, while we specifically needed parallel workflows to have multiple people approving applicants based on different conditions. Without this, the feature was only half as effective as it could have been. It was fairly straightforward but since we wanted it to do more than it could, we spent unnecessary time building parallel workflows only to find out that they didn't work as needed. Review collected by and hosted on G2.com.

I use Jotform Workflows to route applications and forms for review and approvals, which helps with more consistent tracking and reduces the need for sending out emails or paper copies. I really like the convenience and the ability to see workflows laid out as a diagram, which makes it easier to understand the flow and set up approval processes correctly. The visualization feature makes it simple to review each step of an approval process and create necessary branches. Additionally, it was relatively easy to set up. Review collected by and hosted on G2.com.

Being able to refine the layout to make the diagrams more organized could be improved. Sometimes it's challenging to have the lines between steps/conditions "snap" to the shape you want. Review collected by and hosted on G2.com.