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Casebook + Google Forms
Casebook + Google Forms
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.
- When this happens...New or Updated Form ResponseTriggers when a form response is added or modified.
- automatically do this!Create an Intake ReportCreates a new Report in cb Intake.
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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
- FormRequired
Try ItTriggerInstant- Api_docs_info
- 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
- FormRequired
Try ItTriggerInstant- NameRequired
- TypeRequired
- StatusRequired
- County
- Legacy case ID
- GoalsRequired
- Labels
ActionWrite- Match before creating
ActionWrite
Related categories
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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