Casebook + Gravity Forms
Create intake reports in Casebook from new Gravity Forms submissions
Combine the power of Gravity Forms with Casebook by collecting intake information through any Gravity Form. This Zap automatically copies the data directly into Casebook Intake, reducing the chance of errors and saving you from manual copy and paste tasks.
Combine the power of Gravity Forms with Casebook by collecting intake information through any Gravity Form. This Zap automatically copies the data directly into Casebook Intake, reducing the chance of errors and saving you from manual copy and paste tasks.
- When this happens...Form Submission
Triggers when the specified form is submitted.
- automatically do this!Create an Intake Report
Creates a new Report in cb Intake.
- Free forever for core features
- 14 day trial for premium features & apps
FormRequired
Use Admin Field Labels?
Try ItFormRequired
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
FormRequired
NameRequired
TypeRequired
StatusRequired
County
Legacy case ID
GoalsRequired
Labels
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
