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Casebook + Google Forms

Casebook + Google Forms

Casebook + Google Forms integrations

Generate Casebook reports from new or updated Google Forms responses

Keep your case management efficient and updated with this streamlining workflow. When a new or updated form response is received in Google Forms, this workflow instantly generates an Intake Report in Casebook. Efficiently transferring data and keeping your Casebook records up-to-date, this workflow takes over the time-consuming task, leaving you free to focus on more important tasks.

  1. When this happens...
    New or Updated Form Response
    New or Updated Form Response
    New or Updated Form ResponseTriggers when a form response is added or modified.
    TriggerInstant
  2. automatically do this!
    Create an Intake Report
    Create an Intake Report
    Create an Intake ReportCreates a new Report in cb Intake.
    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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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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