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Casebook + Tally

Casebook + Tally

Casebook + Tally integrations

Create intake reports in Casebook for new submissions in Tally

Effortlessly manage your case intakes by connecting Tally and Casebook with this seamless workflow. When a new submission is received in Tally, an intake report is instantly created in Casebook, enabling you to keep track of case information and streamline your organization's processes. Stay efficient and organized by allowing Tally and Casebook to work hand-in-hand to simplify your case management tasks.

  1. When this happens...
    New Submission
    New Submission
    New SubmissionTriggers when a new form submission is received.
  2. automatically do this!
    Create an Intake Report
    Create an Intake Report
    Create an Intake ReportCreates a new Report in cb Intake.
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More things you can do with Tally and Casebook

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

    • Select a form
      Required
    Trigger
    Instant
    Try It
    • 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
    • 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
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About Casebook
Casebook is a platform for human and social services.
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About Tally
The simplest way to create beautiful forms and surveys, for free.
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