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Casebook + involve.me

Casebook + involve.me

Casebook + involve.me integrations

Create intake reports in Casebook from new completed submissions in involve.me

Easily transform completed submissions in involve.me into actionable intake reports in Casebook with this seamless workflow. Once set up, every time a new submission is marked as completed in involve.me, an intake report will be created in Casebook, keeping your data organized and up-to-date. Streamline your processes and improve efficiency with this time-saving automation.

  1. When this happens...
    New Completed Submission
    New Completed Submission
    New Completed SubmissionTriggers when a participant completes a submission in your funnel.
    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 involve.me and Casebook

Discover other triggers and actions you can use with involve.me and Casebook

    • involve.me Funnel
      Required
    Trigger
    Instant
    Try It
    • Organization
      Required
    • Email
      Required
    • Tag
      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
    • Organization
      Required
    • Email
      Required
    Action
    Write
    • Organization
      Required
    • Email
      Required
    • Tag
      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
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About Casebook
Casebook is a platform for human and social services.
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Related categories
Productivity
involveme logo
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About involve.me
involve.me is an interactive lead funnel builder for sales, marketing and HR teams, that use it to convert more visitors to qualified leads.
Learn moreLearn moreHelpHelp
Related categories
Forms & Surveys
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