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Choose an Action
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Formstack
Formstack
1. Choose trigger event
Casebook
Casebook
2. Choose action
1. Select the event
Setup
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Formstack
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Form" from Formstack.
Add your action
An action happens after the trigger—such as "Create a Case" in Casebook.
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Zapier seamlessly connects Formstack and Casebook, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Form
Triggers when a new Form is created.
Try ItTriggerPolling - FormRequired
- User Agent
- Remote Address
- Mark Submission as "read"?
ActionWrite- NameRequired
- TypeRequired
- StatusRequired
- County
- Legacy case ID
- GoalsRequired
- Labels
ActionWrite- First nameRequired
- Middle name
- Last nameRequired
- 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
ActionWrite
- FormRequired
- Field identification
Try ItTriggerInstant- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionWrite- 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
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Learn how to automate Formstack on the Zapier blog
Formstack is one of the easiest ways to build custom forms that let you collect data your way.
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