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.

When this happens...
New ResponseTriggers when a new response is received in this Delighted Project.
TriggerPolling
automatically do this!
Create an Intake ReportCreates a new Report in cb Intake.
ActionWrite

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More things you can do with Delighted and Casebook

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

New Response
Triggers when a new response is received in this Delighted Project.
Trigger
Polling
Try It
- Person ID
- Email
  Required
- Phone Number
- Name
- Properties
Action
Write
- Email
  Required
- Name
- Last Sent At
Action
Write
- Person ID
- Email
- Phone Number
Action
Write
- Email
  Required
- Name
- Delay
- Properties
Action
Write

- Email
  Required
Action
Write
- Platform ID
  Required
Action
Search

- Trend ID
- Groups
- Since
- Until
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

New Unsubscribe
Triggers when a person unsubscribes from Delighted surveys.
Trigger
Polling
Try It
- Person ID
- Email
- Phone Number
  Required
- Name
- Properties
Action
Write
- Person ID
  Required
- Created At
- Score
  Required
- Comment
- Properties
Action
Write
- Person ID
- Email
- Phone Number
Action
Write
- Phone Number
  Required
- Email
- Name
- Delay
- Properties
Action
Write
- Email
- Phone Number
Action
Search
- Platform ID
- Per Page
- Person ID
- Email
- Phone Number
Action
Search
- Email
  Required
- Phone Number
- Name
- Last Sent At
Action
Search or 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

About Casebook

Casebook is a platform for human and social services.

HelpHelp

Related categories

Productivity

About Delighted

Delighted is the easiest and most beautiful way to measure customer happiness.

Learn moreLearn moreHelpHelp

Related categories

Forms & Surveys

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