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.
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 Submission
Triggers when a form is submitted.
- automatically do this!Create an Intake Report
Creates a new Report in cb Intake.
- Free forever for core features
- 14 day trial for premium features & apps
New Form Submission
Triggers when a form is submitted.
Try ItReport nameRequired
Report dateRequired
Report method
Report type
NarrativeRequired
First Name
Last Name
Birth Date
Street Address
Apt/Suite
City
State
Zip Code
Email Address
Phone Number
NameRequired
TypeRequired
StatusRequired
County
Legacy case ID
GoalsRequired
About Ninja Forms
Ninja Forms is the easiest and most flexible WordPress Form builder.
