Case Study: Splio achieves faster custom workflow delivery with Jotform Enterprise and Make

Splio delivers customer workflows in hours with Jotform and Make, backed by 1.9M form submissions

Splio, an AI-powered CRM platform, faced challenges scaling its custom client workflows due to a fragmented system of ad hoc forms and spreadsheets. This reliance on custom engineering for each new workflow slowed delivery, complicated coordination, and prevented their professional services teams from responding quickly to customer needs. Their challenge was to find a way to deliver these customer-specific solutions at scale without increasing engineering overhead.

By implementing Jotform Enterprise, Splio standardized its data capture and management. Integrating Jotform with the Make automation platform allowed form submissions to automatically trigger workflows that validated and routed data across systems. The solution enabled Splio's team to build and deploy fully customized workflows for clients in a fraction of the time, reducing a process that took days to just hours. This eliminated the need for custom engineering each time, freeing developers for higher-impact work and making processes more consistent and auditable.

Splio