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Casebook + Gravity Forms

Casebook + Gravity Forms

Casebook + Gravity Forms integrations

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.

  1. When this happens...
    Form Submission
    Form Submission
    Form SubmissionTriggers when the specified form is submitted.
    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 Gravity Forms and Casebook

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

    • Form
      Required
    • Use Admin Field Labels?
    Trigger
    Instant
    Try It
    • Form
      Required
    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
    Action
    Write
    • 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.
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Related categories
Productivity
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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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Related categories
Forms & Surveys
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