Casebook + Gmail integrations
Create Casebook intake reports when Gmail emails match a search
Do you receive requests for service or inquiries via your company email address? Zapier can automatically create a Casebook Intake Report when an email meets a certain criteria, such as a subject that contains "Foster Parent Inquiry". A worker can then be assigned to the request and this data can be reported on through Casebook.
- When this happens...New Email Matching SearchTriggers when you receive a new email that matches a search string you provide.
- automatically do this!Create an Intake ReportCreates a new Report in cb Intake.
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More things you can do with Gmail and Casebook
Discover other triggers and actions you can use with Gmail and Casebook
- Label or mailbox
- Search keywords
Try ItTriggerPolling- Label or mailboxRequired
Try ItTriggerPolling- Label or mailbox
Try ItTriggerPolling- New Starred Email
Triggers when you receive a new email and star it within two days.
Try ItTriggerPolling
- New Label
Triggers when you add a new label.
Try ItTriggerPolling - Label or mailboxRequired
Try ItTriggerPolling- Search keywordsRequired
Try ItTriggerPolling- Label/Mailbox
Try ItTriggerPolling
Related categories
One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.






