WorkflowMax Jotform

WorkflowMax + Jotform Integrations, Built by an AI Agent

Put WorkflowMax + Jotform to work with AI and enterprise-grade automation

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See the kind of workflows teams build with WorkflowMax and Jotform below — describe the exact one you want above and the Agent builds it on demand.

WorkflowMax + Jotform When a new job category is created in WorkflowMax, sync category choices to Jotform. See details
Turn form submissions into project tasks When a new form response is received in Jotform, automatically create a new task in WorkflowMax for team assignment. See details
Attach survey results to project board tasks When a survey is completed in Jotform, automatically add a comment containing customer responses to the relevant task in WorkflowMax. See details
Add respondents to feedback forms when tasks complete When a task is completed in WorkflowMax, automatically add the project client as a respondent to a satisfaction survey in Jotform. See details

Browse the full workflow library →

Looking to achieve something else with WorkflowMax and Jotform?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for WorkflowMax and Jotform

Everything WorkflowMax and Jotform can do inside a workflow — the triggers that start one and the actions that run when it fires.

WorkflowMax Explore WorkflowMax →

A project management software tool that handles job costing, time tracking, invoicing, and reporting for service businesses.

Triggers
Job Category Created

Triggers when a job category is created in job settings.

Job Cost Added

Triggers when a cost is added to a job.

Job Document Added

Triggers when a document is added to a job.

Job Task Added

Triggers when a task is added to a job.

Job Task Completed

Triggers when a job task is completed.

Job Updated

Triggers when a job is updated.

Actions
Create Client

Creates a new client.

Create Cost Admin

Creates a cost in cost admin.

Create Job

Creates a new job.

Create Job Cost

Creates a cost on a job using either the job number or the job uuid.

Create Job Task

Creates a task on a job using either the job number or the job uuid.

Create Lead

Creates a new lead.

Jotform Explore Jotform →

Jotform is an online form builder that allows users to create custom forms for collecting data, payments, and signatures.

Triggers
New Submission

Triggers when a new submission has been added to a specific form.

New Signed Document

Triggers when a signed document is received.

Actions
Assign Form

Invite assignees to complete your form

Assign Prefilled Form

Invite assignees to complete your pre-populated form

Create Submission

Generate a new submission for your form

API Request (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Enterprise-grade security

SOC 2 certified GDPR compliant ISO 27001 certified
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Customer Stories

See how leading technology firms are scaling their operations

Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
H
Huynh H
Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
J
Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
P
Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
A
Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
R
Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

G2 Leader, Spring 2026G2 Fastest Implementation, Spring 2026G2 High Performer, Spring 2026G2 Best Est. ROI, Spring 2026
FAQ

Common questions about WorkflowMax + Jotform

Is there a pre-built WorkflowMax + Jotform automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches WorkflowMax and Jotform's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built WorkflowMax or Jotform connector?

No. The Agent works whether or not WorkflowMax or Jotform already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

Can form responses automatically generate task items?

Yes, each new submission in Jotform can create a structured task in WorkflowMax with form answers pre-filled in the task description.

Can survey updates modify existing project tasks?

Yes, when survey responses are updated in Jotform, corresponding task details or comments in WorkflowMax update automatically.

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