123FormBuilder + Casebook
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.
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.
- When this happens...New Form
Triggers when a new form is added to your account.
- automatically do this!Create an Intake Report
Creates a new Report in cb Intake.
- Free forever for core features
- 14 day trial for premium features & apps
New Form
Triggers when a new form is added to your account.
Try ItNameRequired
TypeRequired
StatusRequired
County
Legacy case ID
GoalsRequired
FormRequired
Try ItReport nameRequired
Report dateRequired
Report method
Report type
NarrativeRequired
First Name
Last Name
Birth Date
Street Address
Apt/Suite
City
State
Zip Code
Email Address
Phone Number
