Casebook + Formsite
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.
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 Result
Triggers when a user submits a new form result.
- automatically do this!Create an Intake Report
Creates a new Report in cb Intake.
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FormRequired
Try ItReport 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
NameRequired
TypeRequired
StatusRequired
County
Legacy case ID
GoalsRequired
