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Casebook + Google Forms

Casebook + Google Forms

Casebook + Google Forms integrations

Create new Casebook cases from Google Forms form responses

Streamline your workflow by connecting Google Forms and Casebook. This automation creates a new case in Casebook every time a new response is submitted in Google Forms. It saves you from manually transfer information, ensuring all responses are documented for case management purposes and you never miss critical information. Increase efficiency and stay organized with this digital workflow.

  1. When this happens...
    New Form Response
    New Form Response
    New Form ResponseTriggers when a new form response is received.
    TriggerInstant
  2. automatically do this!
    Create a Case
    Create a Case
    Create a CaseCreates a new Case in cb Engage.
    ActionWrite
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More things you can do with Google Forms and Casebook

Discover other triggers and actions you can use with Google Forms and Casebook

    • Form
      Required
    Trigger
    Instant
    Try It
    • Stop on error
      Required
    • HTTP Method
      Required
    • URL
      Required
    • Query string parameters
    • Additional request headers
    • Body
    Action
    Write
    • 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
    • Form
      Required
    Trigger
    Instant
    Try It
    • 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
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About Casebook
Casebook is a platform for human and social services.
HelpHelp
Related categories
Productivity
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google-forms logo
About Google Forms
Google Forms is an easy way to collect data from the web with a simple UI and powerful editor. Works hand-in-hand with Google Sheets!
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Related categories
Forms & Surveys
Google
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