Casebook Integrations

Name: Zapier
Availability: InStock

Put Casebook to work with AI and enterprise-grade automation

Automate smarter with Casebook and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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Start free with email

Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
8,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

Google Forms

Forms & Surveys, Google

Jotform

Forms & Surveys

Google Forms (Legacy)

Forms & Surveys, Google

Salesforce

CRM (Customer Relationship Management)

Google Sheets

Google, Spreadsheets

Calendly

Scheduling & Booking

Squarespace Forms

Forms & Surveys

Digital Practice

CRM (Customer Relationship Management)

Lawmatics

Marketing Automation

Google Forms

Forms & Surveys, Google

Jotform

Forms & Surveys

Google Forms (Legacy)

Forms & Surveys, Google

Salesforce

CRM (Customer Relationship Management)

Google Sheets

Google, Spreadsheets

Calendly

Scheduling & Booking

Google Forms

Forms & Surveys, Google

Jotform

Forms & Surveys

Google Forms (Legacy)

Forms & Surveys, Google

Salesforce

CRM (Customer Relationship Management)

Google Sheets

Google, Spreadsheets

Calendly

Scheduling & Booking

Squarespace Forms

Forms & Surveys

Digital Practice

CRM (Customer Relationship Management)

Lawmatics

Marketing Automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Produce intake reports in Casebook from new Jotform submissions
Details
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Jotform + Casebook
Generate intake reports in Casebook from newly-updated fields in Salesforce
Premium
Details
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Salesforce + Casebook
Create cases in Casebook from new records in Salesforce
Premium
Details
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Salesforce + Casebook
Create Casebook intake reports when Gmail emails match a search
Details
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Gmail + Casebook
Save new Typeform entries to intake reports in Casebook
Details
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Typeform + Casebook
Create intake reports in Casebook from new Gravity Forms submissions
Details
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Gravity Forms + Casebook

Produce intake reports in Casebook from new Jotform submissions

Details

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Jotform + Casebook

Generate intake reports in Casebook from newly-updated fields in Salesforce

Details

Try it

Salesforce + Casebook

Create cases in Casebook from new records in Salesforce

Details

Try it

Salesforce + Casebook

Create Casebook intake reports when Gmail emails match a search

Details

Try it

Gmail + Casebook

Save new Typeform entries to intake reports in Casebook

Details

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Typeform + Casebook

Create intake reports in Casebook from new Gravity Forms submissions

Details

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Gravity Forms + Casebook

Add new Google Forms submissions to intake reports in Casebook

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Google Forms + Casebook

Create intake reports in Casebook from new form submissions in Cognito Forms

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Cognito Forms + Casebook

Produce intake reports in Casebook from new WPForms submissions

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WPForms + Casebook

Generate intake reports in Casebook from new form submissions in Ninja Forms

Details

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Ninja Forms + Casebook

Create intake reports in Casebook for new events scheduled in Calendly

Details

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Calendly + Casebook

Create cases in Casebook for new rows in Smartsheet

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Smartsheet + Casebook

Add new Google Forms submissions to intake reports in Casebook
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Google Forms + Casebook
Create intake reports in Casebook from new form submissions in Cognito Forms
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Cognito Forms + Casebook
Produce intake reports in Casebook from new WPForms submissions
Details
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WPForms + Casebook
Generate intake reports in Casebook from new form submissions in Ninja Forms
Details
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Ninja Forms + Casebook
Create intake reports in Casebook for new events scheduled in Calendly
Details
Try it
Calendly + Casebook
Create cases in Casebook for new rows in Smartsheet
Details
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Smartsheet + Casebook

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- 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

- 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

Casebook Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About Casebook

Casebook is a platform for human and social services.

HelpHelp

Related categories

Productivity

Casebook Integrations

Put Casebook to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Produce intake reports in Casebook from new Jotform submissions

Generate intake reports in Casebook from newly-updated fields in Salesforce

Create cases in Casebook from new records in Salesforce

Create Casebook intake reports when Gmail emails match a search

Save new Typeform entries to intake reports in Casebook

Create intake reports in Casebook from new Gravity Forms submissions

Produce intake reports in Casebook from new Jotform submissions

Generate intake reports in Casebook from newly-updated fields in Salesforce

Create cases in Casebook from new records in Salesforce

Create Casebook intake reports when Gmail emails match a search

Save new Typeform entries to intake reports in Casebook

Create intake reports in Casebook from new Gravity Forms submissions

Add new Google Forms submissions to intake reports in Casebook

Create intake reports in Casebook from new form submissions in Cognito Forms

Produce intake reports in Casebook from new WPForms submissions

Generate intake reports in Casebook from new form submissions in Ninja Forms

Create intake reports in Casebook for new events scheduled in Calendly

Create cases in Casebook for new rows in Smartsheet

Add new Google Forms submissions to intake reports in Casebook

Create intake reports in Casebook from new form submissions in Cognito Forms

Produce intake reports in Casebook from new WPForms submissions

Generate intake reports in Casebook from new form submissions in Ninja Forms

Create intake reports in Casebook for new events scheduled in Calendly

Create cases in Casebook for new rows in Smartsheet

Supported triggers and actions

Casebook Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Casebook Integrations

Popular Casebook Integrations

Casebook Integrations

Put Casebook to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Produce intake reports in Casebook from new Jotform submissions

Generate intake reports in Casebook from newly-updated fields in Salesforce

Create cases in Casebook from new records in Salesforce

Create Casebook intake reports when Gmail emails match a search

Save new Typeform entries to intake reports in Casebook

Create intake reports in Casebook from new Gravity Forms submissions

Produce intake reports in Casebook from new Jotform submissions

Generate intake reports in Casebook from newly-updated fields in Salesforce

Create cases in Casebook from new records in Salesforce

Create Casebook intake reports when Gmail emails match a search

Save new Typeform entries to intake reports in Casebook

Create intake reports in Casebook from new Gravity Forms submissions

Add new Google Forms submissions to intake reports in Casebook

Create intake reports in Casebook from new form submissions in Cognito Forms

Produce intake reports in Casebook from new WPForms submissions

Generate intake reports in Casebook from new form submissions in Ninja Forms

Create intake reports in Casebook for new events scheduled in Calendly

Create cases in Casebook for new rows in Smartsheet

Add new Google Forms submissions to intake reports in Casebook

Create intake reports in Casebook from new form submissions in Cognito Forms

Produce intake reports in Casebook from new WPForms submissions

Generate intake reports in Casebook from new form submissions in Ninja Forms

Create intake reports in Casebook for new events scheduled in Calendly

Create cases in Casebook for new rows in Smartsheet

Casebook Help & Support

Common questions

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Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Casebook Integrations

Popular Casebook Integrations

Connect Your App Accounts to Zapier