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Casebook + Delighted

Casebook + Delighted

Casebook + Delighted integrations

Create intake reports in Casebook for new Delighted responses

Effortlessly manage customer feedback and case reports with this Delighted to Casebook workflow. Whenever a new response is received in Delighted, an intake report is created in Casebook, instantly consolidating valuable information. Stay organized and focused on providing top-notch customer service by letting this automation handle the data transfer for you.

  1. When this happens...
    logo
    logo
    TriggerPolling
  2. automatically do this!
    Create an Intake Report
    Create an Intake Report
    Create an Intake ReportCreates a new Report in cb Intake.
    ActionWrite
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More things you can do with Casebook and Delighted

Discover other triggers and actions you can use with Casebook and Delighted

    • 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
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About Casebook
Casebook is a platform for human and social services.
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Related categories
Productivity
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About Delighted
Delighted is the easiest and most beautiful way to measure customer happiness.
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Related categories
Forms & Surveys
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