Casebook + Jotform

Casebook + Jotform integrations

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.

When this happens...
New SubmissionTriggers when a new submission has been added to a specific form.
TriggerInstant
automatically do this!
Create an Intake ReportCreates a new Report in cb Intake.
ActionWrite

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More things you can do with Jotform and Casebook

Discover other triggers and actions you can use with Jotform and Casebook

- Form
  Required
Trigger
Instant
Try It
- Select a form
  Required
- Asignee email
  Required
- Invitation Message
- Assignee Permission
Action
Write
- Select a 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

- Document
  Required
Trigger
Polling
Try It
- Select a form
  Required
- Assignee email
  Required
- Invitation Message
- Prefilled Field Permissions
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
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

About Casebook

Casebook is a platform for human and social services.

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Related categories

Productivity

About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.

Learn moreLearn moreHelpHelp

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Create Casebook intake reports from new Jotform submissions

Create new Casebook cases from new Jotform submissions