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.
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 Created
Triggers when a new form submission is created.
- automatically do this!Create an Intake Report
Creates a new Report in cb Intake.
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