Casebook + Zapier Forms

Casebook + Zapier Forms integrations

Create intake reports in Casebook from new form submissions in Zapier Forms

Enhance your experience managing Form Submission Created events with this streamlined process. Once a new entry is initiated in Zapier Forms, a corresponding intake report is immediately generated in Casebook. This process reduces the need for manual data entry and captures all important information consistently, saving you precious time that can be diverted to other pressing tasks.

When this happens...
Form Submission CreatedTriggers when a new form submission is created.
TriggerInstant
automatically do this!
Create an Intake ReportCreates a new Report in cb Intake.
ActionWrite

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More things you can do with Zapier Forms and Casebook

Discover other triggers and actions you can use with Zapier Forms and Casebook

- Form Project
  Required
- Page
  Required
- Button
  Required
Trigger
Instant
Try It
- Form Project
  Required
Trigger
Instant
Try It
- Form Project
  Required
Trigger
Instant
Try It
- Form Project
  Required
- Page
  Required
- Stripe Payment
  Required
Trigger
Instant
Try It
- Form Project
  Required
- Email Address
  Required
Action
Write

- Form Project
  Required
- Email Address
  Required
- Name
  Required
Action
Search or 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

- Form Project
  Required
- Page
  Required
- Block Type
Trigger
Instant
Try It
- Form Project
  Required
- Page
  Required
- Form
  Required
Trigger
Instant
Try It
Form Project Created
Triggers when a new Form Project is created.
Trigger
Instant
Try It
- Form Project
  Required
- Name
  Required
- Email Address
  Required
Action
Write
- Form Project
  Required
- Email Address
  Required
Action
Search
- 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

About Casebook

Casebook is a platform for human and social services.

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Related categories

Productivity

About Zapier Forms

Zapier Forms is an automated way to collect data and integrate your form with workflows that can connect to 8,000+ apps.

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Related categories

App Builder

CRM (Customer Relationship Management)

Forms & Surveys

Zapier

Zapier products

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier, Zapier products