Casebook + Formsite

Casebook + Formsite integrations

Convert new Formsite form results into Casebook intake reports

Effortlessly streamline your data management process with this Formsite and Casebook integration. When a new form result is submitted in Formsite, this workflow will instantly create an intake report in Casebook, ensuring all your information stays up-to-date and organized. Save time on manual data entry and stay focused on more important tasks with this seamless data management solution.

When this happens...
New Form ResultTriggers when a user submits a new form result.
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 Formsite and Casebook

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

- Form
  Required
Trigger
Instant
Try It
- 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

- 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 Formsite

Formsite enables non-technical users to build professional quality web forms and surveys with no HTML or coding experience.

Learn moreLearn moreHelpHelp

Related categories

Forms & Surveys

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