Casebook + Ninja Forms
Casebook + Ninja Forms
Casebook + Ninja Forms integrations
Generate intake reports in Casebook from new form submissions in Ninja Forms
If you and your team use Ninja Forms to collect information or receive inquiries from clients or prospective service providers, this Zap can save you time and effort. Once active, it automatically creates a new intake report in Casebook from data submitted through Ninja Forms.
- When this happens...New Form SubmissionTriggers when a form is submitted.
- automatically do this!Create an Intake ReportCreates a new Report in cb Intake.
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More things you can do with Ninja Forms and Casebook
Discover other triggers and actions you can use with Ninja Forms and Casebook
- New Form Submission
Triggers when a form is submitted.
Try ItTriggerInstant - Report nameRequired
- Report dateRequired
- Report methodRequired
- Report typeRequired
- NarrativeRequired
- 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
ActionWrite
- NameRequired
- TypeRequired
- StatusRequired
- County
- Legacy case ID
- GoalsRequired
- Labels
ActionWrite- First nameRequired
- Middle name
- Last nameRequired
- 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
ActionWrite
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