Hilary W.
HW
Hilary W.
Project Manager
Enterprise (> 1000 emp.)
"Intuitive, Versatile, and Seamlessly Integrative"
5/5
What do you like best about Jotform Workflows?

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.

What do you dislike about Jotform Workflows?

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.

Response from Elton Regs of Jotform Workflows

Hi Hilary,

Thanks for your detailed and thoughtful feedback about your experience with Jotform Workflows. It's great to hear that our platform helped you build complex conditions with ease, especially when working with large datasets and repeated questions.

Regarding the Number field type for multi-type columns in the Input Table field, I've escalated this as a feature request for future consideration. You can track updates on that request here: https://www.jotform.com/answers/38311101.

As for collaborator link expiration, you can generate a new collaboration link anytime the previous one expires. You can find more details in this guide: https://www.jotform.com/help/419-understanding-form-collaboration/.

If you have any questions or suggestions, feel free to create a Help Center thread from our Contact Us page: https://www.jotform.com/contact. We'll do our best to help.

Brittany J.
BJ
Brittany J.
Patient Care Manager
Mid-Market (51-1000 emp.)
"Jotform is Professional-Grade forms"
5/5
What do you like best about Jotform Workflows?

Jotform is easy for our staff to use and is so customizable to our specific needs. I appreciate being able to use the AI features to describe what I need and be walked through the building of the form. The form always performs as we programmed it, leaving little need to reach out to the support team. Review collected by and hosted on G2.com.

What do you dislike about Jotform Workflows?

Jotform does not yet integrate with our pharmacy software Review collected by and hosted on G2.com.

Response from Elton Regs of Jotform Workflows

Hi Brittany,

Thanks for your thoughtful feedback and for sharing your experience using our platform. It's great to hear that the ease of use, flexibility, and the AI features have been valuable for you.

Regarding integration, you can often connect external apps using features available like our API or third-party apps like Zapier, MS Power Automate, and more. Many users set this up through Zapier or webhooks to pass form data into their existing systems. You can learn more from using webhooks here: https://www.jotform.com/help/245-how-to-send-submission-data-via-a-webhook/. You can also find our API documentation on this page: https://api.jotform.com/docs/.

If you have a specific workflow in mind, sharing a few more details would help us guide you more precisely. If you have any questions or suggestions, you can create a Help Center thread from the Contact Us page: https://www.jotform.com/contact. We'll be happy to help.

Verified User in Consumer Services
UC
Verified User in Consumer Services
Small-Business (50 or fewer emp.)
"Efficient Vendor Application Management, Needs UI Refinements"
4/5
What do you like best about Jotform Workflows?

I find it great for designing applications, promoting events, and managing vendor applications efficiently by approving or denying them all in one place. What stands out to me is how it saves me the time of manually doing all the work. Review collected by and hosted on G2.com.

What do you dislike about Jotform Workflows?

I wish the UI was a bit more intuitive. There are some things that require a lot of clicks. It would just be nice to not have to reengage workflows every time, and also it'd be great if it just prompted me to build as I go. Review collected by and hosted on G2.com.

Response from Elton Regs of Jotform Workflows

Hi,

Thanks for your helpful feedback and for sharing how you're using our platform to manage applications and events more efficiently. It's great to hear that it's helping you save time and keep everything organized in one place.

If you'd like to share specific areas where the interface feels less intuitive, we'd really value the details so we can take a closer look.

If you have any questions or suggestions, you can create a Help Center thread from the Contact Us page: https://www.jotform.com/contact. We'll be happy to help.

Candace E.
CE
Candace E.
Office Manager
Small-Business (50 or fewer emp.)
"Streamlined Event Workflows That Keep the Right People in the Loop"
4/5
What do you like best about Jotform Workflows?

I like that I can set up a series of events and then not have to worry later about whether the forms and information are reaching the right team members. It takes a lot off my plate and makes the whole process feel more manageable. Review collected by and hosted on G2.com.

What do you dislike about Jotform Workflows?

It’s a bit cumbersome to set up. There’s a lot of clicking involved, followed by editing and customizing, which makes the whole process feel more tedious than it needs to be. Review collected by and hosted on G2.com.

Response from Elton Regs of Jotform Workflows

Hi Candace,

Thanks for leaving a positive review. We're glad to hear that Jotform Workflows is helping take some of the pressure off your plate. Your feedback means a lot to us.

If you have any questions or suggestions, feel free to create a Help Center thread from our Contact Us page: https://www.jotform.com/contact. We'll do our best to help.

Sierra N.
SN
Sierra N.
Director of Community Outreach
Small-Business (50 or fewer emp.)
"Speeds Up Automation, but Troubleshooting Errors Could Be Easier"
3.5/5
What do you like best about Jotform Workflows?

It refines and speeds up our processes. We’ve been able to automate things that used to be manual which is much more efficient and frees up time for our team Review collected by and hosted on G2.com.

What do you dislike about Jotform Workflows?

Sometimes small kinks cause a hold up and it would be helpful if Jotform could identify the issue in a form, for example, that is causing an error for an if/then Review collected by and hosted on G2.com.

Response from Elton Regs of Jotform Workflows

Hi Sierra,

Thanks for leaving a positive review. We're glad to hear that Jotform is helping refine and speed up your work processes. Automating tasks that were once manual can make a huge difference, and it's great to know it's improving and freeing up valuable time for your team. Your feedback means a lot to us.

If you have any questions or suggestions, feel free to create a Help Center thread from our Contact Us page: https://www.jotform.com/contact. We'll do our best to help.

Jill M.
JM
Jill M.
Small-Business (50 or fewer emp.)
"Time-Saving, User-Friendly Workflow Solution with Room for Growth"
4/5
What do you like best about Jotform Workflows?

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.

What do you dislike about Jotform Workflows?

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.

Response from Elton Regs of Jotform Workflows

Hi Jill,

Thanks for your detailed feedback and for sharing how Jotform Workflows helped you save time, reduce manual work, and improve the experience for participants through self-service and chatbot use.

If you'd like to send emails based on data from your Google Calendar, one possible approach is to use the Webhook element in Jotform Workflows. If you're comfortable working with webhooks, you can configure the Webhook step to send a GET request to your Google Calendar API endpoint, retrieve calendar event data, and then use that data later in your workflow to trigger emails based on your specific conditions. You can follow this guide to set up the Webhook element in Jotform Workflows: https://www.jotform.com/help/how-to-create-a-webhook-in-jotform-workflows/.

If you'd like to walk through your setup more closely or share ideas around reminders and scheduling, you can create a Help Center thread from the Contact Us page: https://www.jotform.com/contact. We'll be happy to help.

Jay M.
JM
Jay M.
CEO
Mid-Market (51-1000 emp.)
"Simplifies Workflows with Drag-and-Drop Ease"
5/5
What do you like best about Jotform Workflows?

I really like the simplicity of Jotform Workflows' design process, especially the drag-and-drop interface. It’s very user-friendly, making it easy to set up workflows exactly how I want them. I also appreciate the ability to integrate so many different third-party add-ons into the workflow, as it enhances communication efficiency with my clients and partners and saves a lot of time. These features make the setup process much easier and more flexible. Review collected by and hosted on G2.com.

What do you dislike about Jotform Workflows?

I think the ability to customize some of the email templates and its integration with Google Apps is something that I might consider them to look at. Review collected by and hosted on G2.com.

Response from Elton Regs of Jotform Workflows

Hi Jay,

Thanks for your thoughtful review and for sharing your experience building workflows on our platform. It's great to hear that it helped you create efficient workflows and improve communication with your clients and partners.

Regarding email templates, you can easily customize them. We have a guide here: https://www.jotform.com/help/430-how-to-edit-the-email-template-for-notifications-and-autoresponders/. We also have integrations with different Google apps like Sheets, Drive, and Contacts. You can find all the guides for these integrations in the User Guide section here: https://www.jotform.com/help/.

If you have any questions or suggestions, you can create a Help Center thread from the Contact Us page: https://www.jotform.com/contact. We'll be happy to help.

Verified User in Civic & Social Organization
AC
Verified User in Civic & Social Organization
Small-Business (50 or fewer emp.)
"Workflows- Excellent if they were more reliable."
0/5
What do you like best about Jotform Workflows?

We were very excited to try out Workflows as we use Jotform throughout our business and find it very good. We've had endless problems with Workflows and have tried everything to get them to work reliably. They appear to work well but emails between those involved are so unreliable with data vanishing and blank emails being passed between participants that we are considering removing all workflows attached to our forms. We've spoken with our IT people and Jotform Customer Services repeatedly to try and source the problems and although Jotform Customer Services are usually excellent, they have been unable to sort out this problem. Review collected by and hosted on G2.com.

What do you dislike about Jotform Workflows?

Their unreliability passing emails between participants. Review collected by and hosted on G2.com.

Response from Elton Regs of Jotform Workflows

Hi,

Thanks for your detailed feedback and for sharing your experience using Jotform Workflows alongside the rest of our platform.

Reliability is essential for multistep processes, especially when emails and assigned roles are involved. In many cases, issues like missing data or blank notifications can be related to how workflow roles, email notifications, or conditional logic are set up. Reviewing role assignments and confirming that form fields are properly referenced in each step can often improve consistency.

We appreciate that you've already spent time working with our support team, and we'd still welcome the chance to take another close look if you still need any help. If you have any questions or would like us to review a specific workflow setup, you can create a Help Center thread from the Contact Us page: https://www.jotform.com/contact. We'll be happy to help.

Felipe G.
FG
Felipe G.
Engenheiro
Small-Business (50 or fewer emp.)
"Excellent integrations that greatly facilitate the integrator's daily life"
5/5
What do you like best about Jotform Workflows?

I really like the available integrations that make our life easier as an integrator. Review collected by and hosted on G2.com.

What do you dislike about Jotform Workflows?

The definitions of some items that are limited. Review collected by and hosted on G2.com.

Pramatma V.
PV
Pramatma V.
Technical Trainer
Small-Business (50 or fewer emp.)
"Streamlined Notifications, Seamless Integrations"
4.5/5
What do you like best about Jotform Workflows?

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.

What do you dislike about Jotform Workflows?

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.

Response from Elton Regs of Jotform Workflows

Hi Pramatma,

Thanks for your detailed review. We're glad to hear that Jotform Workflows is helping streamline communication and that the automation is saving you time by reducing manual follow-ups and repetitive tasks. It's also great to know that it makes tracking and managing your data easier.

Regarding your feedback about integration limitations, notification management, and clearer error messages, we’d appreciate it if you could share more details or examples so we can better understand what you're trying to achieve.

If you'd like to share more or need help with complex workflows, feel free to create a Help Center thread from the Contact Us page at https://www.jotform.com/contact/. We’ll be happy to assist.