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Casebook Integrations

Productivity

Do more with Casebook integrations

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Or pick an app to pair witharrow pointing down
Integrate Google Forms with CasebookIntegrate Google Forms with Casebook

Google Forms

Forms & Surveys, Google
Integrate Jotform with CasebookIntegrate Jotform with Casebook

Jotform

Forms & Surveys
Integrate Google Sheets with CasebookIntegrate Google Sheets with Casebook

Google Sheets

Google, Spreadsheets
Integrate Microsoft Excel with CasebookIntegrate Microsoft Excel with Casebook

Microsoft Excel

Microsoft, Spreadsheets
Integrate Squarespace with CasebookIntegrate Squarespace with Casebook

Squarespace

Forms & Surveys
Integrate Gravity Forms with CasebookIntegrate Gravity Forms with Casebook

Gravity Forms

Forms & Surveys, WordPress
Integrate Formsite with CasebookIntegrate Formsite with Casebook

Formsite

Forms & Surveys
Integrate Calendly with CasebookIntegrate Calendly with Casebook

Calendly

Scheduling & Booking
Integrate Salesforce with CasebookIntegrate Salesforce with Casebook

Salesforce

CRM (Customer Relationship Management)
Integrate Google Forms with CasebookIntegrate Google Forms with Casebook

Google Forms

Forms & Surveys, Google
Integrate Jotform with CasebookIntegrate Jotform with Casebook

Jotform

Forms & Surveys
Integrate Google Sheets with CasebookIntegrate Google Sheets with Casebook

Google Sheets

Google, Spreadsheets
Integrate Microsoft Excel with CasebookIntegrate Microsoft Excel with Casebook

Microsoft Excel

Microsoft, Spreadsheets
Integrate Squarespace with CasebookIntegrate Squarespace with Casebook

Squarespace

Forms & Surveys
Integrate Gravity Forms with CasebookIntegrate Gravity Forms with Casebook

Gravity Forms

Forms & Surveys, WordPress
Integrate Google Forms with CasebookIntegrate Google Forms with Casebook

Google Forms

Forms & Surveys, Google
Integrate Jotform with CasebookIntegrate Jotform with Casebook

Jotform

Forms & Surveys
Integrate Google Sheets with CasebookIntegrate Google Sheets with Casebook

Google Sheets

Google, Spreadsheets
Integrate Microsoft Excel with CasebookIntegrate Microsoft Excel with Casebook

Microsoft Excel

Microsoft, Spreadsheets
Integrate Squarespace with CasebookIntegrate Squarespace with Casebook

Squarespace

Forms & Surveys
Integrate Gravity Forms with CasebookIntegrate Gravity Forms with Casebook

Gravity Forms

Forms & Surveys, WordPress
Integrate Formsite with CasebookIntegrate Formsite with Casebook

Formsite

Forms & Surveys
Integrate Calendly with CasebookIntegrate Calendly with Casebook

Calendly

Scheduling & Booking
Integrate Salesforce with CasebookIntegrate Salesforce with Casebook

Salesforce

CRM (Customer Relationship Management)

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Quickly automate Casebook integrations with Zapier's templates

  • Add new Google Forms submissions to intake reports in Casebook

    Details
    • Google Forms logo
    • Casebook logo
    Google Forms + Casebook
  • Produce intake reports in Casebook from new Jotform submissions

    • Jotform logo
    • Casebook logo
    Jotform + Casebook
  • Generate intake reports in Casebook from newly-updated fields in Salesforce

    Premium
    Details
    • Salesforce logo
    • Casebook logo
    Salesforce + Casebook
  • Create cases in Casebook from new records in Salesforce

    Premium
    Details
    • Salesforce logo
    • Casebook logo
    Salesforce + Casebook
  • Create Casebook intake reports when Gmail emails match a search

    • Gmail logo
    • Casebook logo
    Gmail + Casebook
  • Save new Typeform entries to intake reports in Casebook

    • Typeform logo
    • Casebook logo
    Typeform + Casebook

Add new Google Forms submissions to intake reports in Casebook

Try it
  • Google Forms logo
  • Casebook logo
Google Forms + Casebook

Produce intake reports in Casebook from new Jotform submissions

  • Jotform logo
  • Casebook logo
Jotform + Casebook

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

Premium
Details
  • Salesforce logo
  • Casebook logo
Salesforce + Casebook

Create cases in Casebook from new records in Salesforce

Premium
Details
  • Salesforce logo
  • Casebook logo
Salesforce + Casebook

Create Casebook intake reports when Gmail emails match a search

  • Gmail logo
  • Casebook logo
Gmail + Casebook

Save new Typeform entries to intake reports in Casebook

  • Typeform logo
  • Casebook logo
Typeform + Casebook

Supported triggers and actions

What does this mean?
    • NameRequired

    • TypeRequired

    • StatusRequired

    • County

    • Legacy case ID

    • GoalsRequired

    Action
    Write
    • Report 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

    Action
    Write
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About Casebook

Casebook is a platform for human and social services.

Related categories

  • Productivity