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Casebook + involve.me

Casebook + involve.me

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
    • Match before creating
    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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casebook logo
About Casebook
Casebook is a platform for human and social services.
HelpHelp
Related categories
Productivity
involveme logo
involveme logo
About involve.me
involve.me is a AI quiz funnel builder with built-in email automation. Create quizzes, assessments, calculators & forms with personalized email sequences.
Learn moreLearn moreHelpHelp
Related categories
Forms & Surveys
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