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123FormBuilder + Casebook

123FormBuilder + Casebook

123FormBuilder + Casebook integrations

Create intake reports in Casebook for new 123FormBuilder forms

Effortlessly streamline your data collection and case management process with this workflow. Whenever a new form is submitted in 123FormBuilder, an intake report will be created in Casebook to ensure seamless organization and tracking. Say goodbye to manual data entry and improve your overall efficiency by implementing this time-saving automation.

  1. When this happens...
    New Form
    New Form
    New FormTriggers when a new form is added to your account.
    TriggerPolling
  2. automatically do this!
    Create an Intake Report
    Create an Intake Report
    Create an Intake ReportCreates a new Report in cb Intake.
    ActionWrite
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More things you can do with 123FormBuilder and Casebook

Discover other triggers and actions you can use with 123FormBuilder and Casebook

  • 123FormBuilder triggers, actions, and search
    New Form

    Triggers when a new form is added to your account.

    Trigger
    Polling
    Try It
    • Name
      Required
    • Type
      Required
    • Status
      Required
    • County
    • Legacy case ID
    • Goals
      Required
    • Labels
    Action
    Write
    • First name
      Required
    • Middle name
    • Last name
      Required
    • Suffix
    • Marital status
    • Date of birth
    • Is deceased
    • Date of death
    • Place of birth
    • Sex
    • Gender identities
    • Sexual orientation
    • Labels
    • Races
    • Hispanic or latino origin
    • Ethnicities
    • Indigenous affiliations
    • Indigenous affiliations - Verified
    • Indigenous affiliations - Verification source
    • Immigration status
    • Immigration status - Verified
    • Immigration status - Verification source
    • Veteran status
    • Primary language
    • Other languages
    • Medicaid number
    • Medicaid effective date
    • Highest level of education completed
    • Above or below poverty level
    Action
    Write
    • Form
      Required
    Trigger
    Polling
    Try It
    • Report name
      Required
    • Report date
      Required
    • Report method
      Required
    • Report type
      Required
    • Narrative
      Required
    • Screening Decision
    • Response Type
    • Response Time
    • Labels
    • Additional Info
    • First Name
    • Last Name
    • Birth Date
    • Street Address
    • Apt/Suite
    • City
    • State
    • Zip Code
    • Email Address
    • Phone Number
    Action
    Write
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About 123FormBuilder
123FormBuilder is an easy way to create and use free html forms for your website using their online contact form generator!
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About Casebook
Casebook is a platform for human and social services.
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