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Casebook + Qualtrics

Casebook + Qualtrics

Casebook + Qualtrics integrations

Create intake reports in Casebook from new Qualtrics survey responses

Effortlessly manage survey responses in your Casebook app by connecting it with Qualtrics. With this workflow, each time you receive a new survey response in Qualtrics, an Intake Report will be created in Casebook—streamlining your data management process and allowing you to focus on analyzing the results. Improve your efficiency and keep your Casebook app updated with the latest survey insights in real-time.

  1. When this happens...
    New Survey Response
    New Survey Response
    New Survey ResponseTriggers when a new response for a survey is received.
    TriggerPolling
  2. automatically do this!
    Create an Intake Report
    Create an Intake Report
    Create an Intake ReportCreates a new Report in cb Intake.
    ActionWrite
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More things you can do with Qualtrics and Casebook

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

    • Survey
      Required
    Trigger
    Polling
    Try It
    • Mailing List
      Required
    • RecipientFirstName
    • RecipientLastName
    • RecipientEmailAddress
      Required
    • PhoneNumber
    • EmbeddedData
    • External Reference
    • Survey
      Required
    • EmailFromName
      Required
    • ReplyToEmail
    • MessageSubject
      Required
    • Message
      Required
    • SendingDelay
    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
    • Mailing List
      Required
    • ContactFirstName
    • ContactLastName
    • ContactEmailAddress
    • PhoneNumber
    • EmbeddedData
    • External Reference
    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
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About Casebook
Casebook is a platform for human and social services.
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Related categories
Productivity
qualtrics logo
qualtrics logo
About Qualtrics
Qualtrics is a research and experience platform making sophisticated research simple and empowering users to capture customer, product, brand & employee experience insights in one place.
Learn moreLearn moreHelpHelp
Related categories
Forms & Surveys
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Related Zap Templates

  • Create Casebook cases from new Qualtrics survey responses

Related Zap Templates

 

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