Casebook + Cognito Forms

Casebook + Cognito Forms integrations

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

If you're one of many organizations capturing data from clients and partners through Cognito Forms, you can use this Zap to reduce errors and save time. Once this integration is active, new form submissions are acted upon by copying data automatically into Casebook's cb Intake business application.

When this happens...
New EntryTriggers when someone fills out your form.
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 Cognito Forms and Casebook

Discover other triggers and actions you can use with Cognito Forms and Casebook

- Form
  Required
Trigger
Instant
Try It
- Form
  Required
Trigger
Instant
Try It
- Form
  Required
- Id
  Required
Action
Write
- Form
  Required
- Availability Start
- Availability End
- Not Available Message
Action
Write
- Form
  Required
- Entry Id
  Required
- Template Number
  Required
Action
Search

- Form
  Required
- Entry View ID
  Required
- Max Results per Page
- Skip Count
- Return IDs Only
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

- Form
  Required
Trigger
Instant
Try It
- Form
  Required
Action
Write
- Id
  Required
- Form
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Form
  Required
- 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

About Casebook

Casebook is a platform for human and social services.

HelpHelp

Related categories

Productivity

About Cognito Forms

Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their website, and start capturing entries without having to do any development.

Learn moreLearn moreHelpHelp

Related categories

Forms & Surveys

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