Acuity Scheduling + Casebook

Acuity Scheduling + Casebook integrations

Create intake reports in Casebook for new appointments in Acuity Scheduling

When a new appointment is scheduled in Acuity Scheduling, streamline your workflow by having an intake report simultaneously created in Casebook. This automation helps to save time, reduce manual data entry and ensure each client's information is promptly and accurately recorded in your system. Make your scheduling process more efficient and organized with this Acuity Scheduling to Casebook integration.

When this happens...
New AppointmentTriggers when a new appointment is scheduled.
TriggerInstant
automatically do this!
Create an Intake ReportCreates a new Report in cb Intake.
ActionWrite

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More things you can do with Acuity Scheduling and Casebook

Discover other triggers and actions you can use with Acuity Scheduling and Casebook

- Time Before (Unit)
- Appointment Type
- Calendar
- Time Before
  Required
Trigger
Polling
Try It
- Calendar
- Appointment Type
Trigger
Instant
Try It
New Product Order
Triggers when a new order is completed.
Trigger
Instant
Try It
- Package
  Required
- Certificate Code
- Email Address
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

- Appointment ID
  Required
Action
Search
- 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

- Calendar
- Appointment Type
Trigger
Instant
Try It
- Calendar
- Appointment Type
Trigger
Instant
Try It
- Coupon
  Required
- Certificate Code
Action
Write
- Calendar
  Required
- Start Date and Time
  Required
- End Date and Time
  Required
- Notes
Action
Write
Add or Update Client
This action updates a client's information in Acuity Scheduling. If the client does not exist, it creates a new client.
Action
Write
- First Name
- Last Name
- E-Mail
Action
Search
- 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

About Acuity Scheduling

Easy online appointment scheduling software. Save time by having clients book appointments, complete custom intake forms, and pay in advance 24/7 anywhere in the world.

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About Casebook

Casebook is a platform for human and social services.

HelpHelp

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