Casebook + Zapier Forms

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

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Supported triggers and actions

- Form ProjectRequired
- PageRequired
- ButtonRequired
Trigger
Instant
Try It
- Form ProjectRequired
Trigger
Instant
Try It
- Form ProjectRequired
Trigger
Instant
Try It
- Form ProjectRequired
- PageRequired
- Stripe PaymentRequired
Trigger
Instant
Try It
- Form ProjectRequired
- Email AddressRequired
Action
Write

- Form ProjectRequired
- Email AddressRequired
- NameRequired
Action
Search or write
- Report nameRequired
- Report dateRequired
- Report methodRequired
- Report typeRequired
- NarrativeRequired
- 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 ProjectRequired
- PageRequired
- Block Type
Trigger
Instant
Try It
- Form ProjectRequired
- PageRequired
- FormRequired
Trigger
Instant
Try It
Form Project Created
Triggers when a new Form Project is created.
Trigger
Instant
Try It
- Form ProjectRequired
- NameRequired
- Email AddressRequired
Action
Write
- Form ProjectRequired
- Email AddressRequired
Action
Search
- NameRequired
- TypeRequired
- StatusRequired
- County
- Legacy case ID
- GoalsRequired
- Labels
Action
Write
- First nameRequired
- Middle name
- Last nameRequired
- 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