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Casebook + Formsite
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.
- When this happens...New Form ResultTriggers when a user submits a new form result.
- automatically do this!Create an Intake ReportCreates a new Report in cb Intake.
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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
- FormRequired
Try ItTriggerInstant- Report nameRequired
- Report dateRequired
- Report methodRequired
- Report typeRequired
- NarrativeRequired
- 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
ActionWrite
- NameRequired
- TypeRequired
- StatusRequired
- County
- Legacy case ID
- GoalsRequired
- Labels
ActionWrite- Match before creating
ActionWrite
Related categories
About Formsite
Formsite enables non-technical users to build professional quality web forms and surveys with no HTML or coding experience.
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