Casebook + Jotform
Produce intake reports in Casebook from new Jotform submissions
Set up this integration to streamline your reporting workflows. Let users and clients submit forms such as applications, interest forms, and hotline reports from a JotForm embedded on your website, or sent directly via email. Each new submission will automatically create a new intake report in Casebook.
Set up this integration to streamline your reporting workflows. Let users and clients submit forms such as applications, interest forms, and hotline reports from a JotForm embedded on your website, or sent directly via email. Each new submission will automatically create a new intake report in Casebook.
- When this happens...New Submission
Triggers when a new submission has been added to a specific form.
- automatically do this!Create an Intake Report
Creates a new Report in cb Intake.
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- 14 day trial for premium features & apps
FormRequired
Try ItSelect a formRequired
Asignee emailRequired
Invitation Message
Assignee Permission
Select a formRequired
NameRequired
TypeRequired
StatusRequired
County
Legacy case ID
GoalsRequired
DocumentRequired
Try ItSelect a formRequired
Assignee emailRequired
Invitation Message
Prefilled Field Permissions
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
Report nameRequired
Report dateRequired
Report methodRequired
Report typeRequired
NarrativeRequired
First Name
Last Name
Birth Date
Street Address
Apt/Suite
City
State
Zip Code
Email Address
Phone Number
