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Casebook + Ninja Forms
Casebook + Ninja Forms
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 Report (Basic)Creates an intake report in Casebook with standard fields and one person. Use Create an Intake Report for custom fields or multiple people.
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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 - Help
- 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- Help
- Match before creating
ActionWrite
- NameRequired
- TypeRequired
- StatusRequired
- County
- Legacy case ID
- GoalsRequired
- Labels
ActionWrite- Help
ActionWrite
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