Jotform Workflows Reviews & Product Details

I use Jotform Workflows to build and test conditional logic for fictional companies, which helps me sharpen my skills for freelancing. I love how I can set up IF conditions, automate multi-approval workflows with E-signatures, and customize auto-responder emails. What I like most is the no-code logic, making it user-friendly and saving me the time and complexity of learning code. The setup process is extremely easy, intuitive, and navigating the platform felt completely natural from the start. Jotform Workflows eliminates manual and repetitive tasks, organizes data in Google Sheets automatically, streamlines multi-step approvals, and replaces complex systems with its no-code logic. Review collected by and hosted on G2.com.

The AI assistant still struggles with proper workflow layout. One time, I asked it to generate a workflow and it ended up making the process confusing. It would be a huge improvement if Jotform enhanced the AI's ability to set up clean, logical workflows. Review collected by and hosted on G2.com.

I am hoping that Jotform workflows in conjunction with the AI agents will help me save time and energy doing Manahan lead capture… and sales. Review collected by and hosted on G2.com.

I used Gemini to help me make a prompt for Jotforms AI to help me create my workflow. It still had issues. I had to stop using the stripe payment feature inside Jotform and just send links… think AI agent wasnt registering it. I spent way more time on the setup then I wanted to Review collected by and hosted on G2.com.

I love how Jotform Workflows eliminates the hassle of chasing down paper, scanning documents, renaming them, and organizing them. It's incredibly user-friendly with its drag and drop feature, allowing me to easily translate physical actions into automated processes, which significantly reduces human error. Plus, I appreciate how the forms update in real-time, making any necessary updates instantly available to users. Setting it up was very easy for us, and it integrates well with Dropbox, saving everything in an organized way for audits. Review collected by and hosted on G2.com.

I'm trying to create a workflow that lets me collect payment and details about the person paying, and it's not quite straightforward. There's something about the Stripe integration that requires extra steps I haven't figured out yet. It looks like you can drag and drop Stripe and connect it, but I feel like there's an extra step that it didn’t guide me through. We did some test payments, and I don't see those payments in my Stripe account, so I can tell something's missing, but I'm not sure what. Review collected by and hosted on G2.com.

Clearly designed UI and helpful UX. Your options are clear, and customizations are easy to find. Review collected by and hosted on G2.com.

Nothing comes to mind currently. I'll let you know if that changes. Review collected by and hosted on G2.com.

I like how Jotform Workflows makes it easy to manage tasks and automate repetitive work. Everything is organized in one place, and the simple setup helps save time and makes the whole process smoother without any hassle Review collected by and hosted on G2.com.

Sometimes it takes a little time to understand how everything works, and making changes to a workflow could be easier. Apart from that, it’s pretty good to use. Review collected by and hosted on G2.com.

I use Jotform Workflows for scheduled emails, which helps me avoid the hassle of remembering to send them. What I really like is having full control over the type of workflows, such as setting them based on the time of day or days later. This functionality allows me to ensure that follow-up emails reach the recipient at a more alert time, rather than 24 hours after a form submission late in the evening. Additionally, the initial setup was very easy, and I found the form builders to be very intuitive. Review collected by and hosted on G2.com.

It's a little hard to get started with some of the automations. It feels a little daunting activating some of the workflows. I think a tutorial video that gives suggestions on different workflow automations could help. Review collected by and hosted on G2.com.

I particularly like the visual workflow builder, approval steps and automated notifications. They allow me to structure a process clearly and ensure requests move to the appropriate person without having to keep following up manually. An unexpected benefit has been the improved visibility, as it is much easier to identify where something is being held up. Review collected by and hosted on G2.com.

There is nothing I dislike to be honest. I recently started using it and have not experienced any issues. Review collected by and hosted on G2.com.

The auto-approval feature is exactly what we needed to streamline our process — once it's configured correctly, it handles the routing automatically without us having to manually check and approve each submission. Having Jotform's support team (Podo) available to help with setup made a complex process much more manageable. I wouldn't have gotten it working without that support. Review collected by and hosted on G2.com.

The initial setup was more complex than I expected. At first, the workflow wasn't behaving the way we intended, and it took some trial and error to figure out what needed adjusting — I didn't realize certain settings needed tweaking until we actually ran into issues with real submissions. A clearer setup guide for auto-approval logic specifically would have saved us some frustration early on. Review collected by and hosted on G2.com.

We are bringing our PTA into the now with using Jotforms. We were able to easily create our custom forms for our general membership and used automated flows for workflow approval. Now our approvals process flows faster and things get done quicker. The tools are super user friendly and bots help when we get stuck. Review collected by and hosted on G2.com.

Some of the custom methods of our approvals process were tricky and didn't flow correctly at first. After reviewing help areas, we were able to get it back on track. Review collected by and hosted on G2.com.

I love being able to automate contact with multiple team members. I can set a workflow so that whenever a certain form is received an email is sent to one person, who then has to review the form and approve or deny it. If it is denied the workflow can be set to automatically send the form back to the submitter, if it's approved it is automatically passed along to the next person in the chain. We no longer have to worry about whether or not someone remembers to send a reminder because emails triggered by workflow do that for us. Review collected by and hosted on G2.com.

The UI is meant to be intuitive but is actually very busy and clunky. I'd prefer selecting options from a drop-down rather than building a visual map and trying to figure out how to connect items. Review collected by and hosted on G2.com.