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Casebook + Gravity Forms
Casebook + Gravity Forms
Create intake reports in Casebook from new Gravity Forms submissions
Combine the power of Gravity Forms with Casebook by collecting intake information through any Gravity Form. This Zap automatically copies the data directly into Casebook Intake, reducing the chance of errors and saving you from manual copy and paste tasks.
- When this happens...Form SubmissionTriggers when the specified form is submitted.
- automatically do this!Create an Intake ReportCreates a new Report in cb Intake.
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More things you can do with Gravity Forms and Casebook
Discover other triggers and actions you can use with Gravity Forms and Casebook
- FormRequired
- Use Admin Field Labels?
Try ItTriggerInstant- FormRequired
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
ActionWrite- NameRequired
- TypeRequired
- StatusRequired
- County
- Legacy case ID
- GoalsRequired
- Labels
ActionWrite- Match before creating
ActionWrite
Related categories
About Gravity Forms
Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.
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