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Casebook + WPForms

Casebook + WPForms

Casebook + WPForms integrations

Produce intake reports in Casebook from new WPForms submissions

If you're using WordPress for your nonprofit or small government website and want to capture information from visitors, you can combine the ease of WPForms with the power of Casebook with this integration. Once it's active, this Zap automatically generates an intake report in Casebook with each new WPForms submission, creating a simple path for your human and social services clients to follow.

  1. When this happens...
    New Form Entry
    New Form Entry
    New Form EntryTriggers when a form entry is submitted.
    TriggerInstant
  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 WPForms and Casebook

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

    • Form
      Required
    Trigger
    Instant
    Try It
    • 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
    • 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.
HelpHelp
Related categories
Productivity
wpforms logo
wpforms logo
About WPForms
WPForms is a drag and drop online form builder for WordPress that allows you to easily create contact forms, email subscription forms, billing forms, donation forms, online order forms, and more.
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Forms & Surveys
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