Casebook + involve.me
Create intake reports in Casebook from new completed submissions in involve.me
Easily transform completed submissions in involve.me into actionable intake reports in Casebook with this seamless workflow. Once set up, every time a new submission is marked as completed in involve.me, an intake report will be created in Casebook, keeping your data organized and up-to-date. Streamline your processes and improve efficiency with this time-saving automation.
Easily transform completed submissions in involve.me into actionable intake reports in Casebook with this seamless workflow. Once set up, every time a new submission is marked as completed in involve.me, an intake report will be created in Casebook, keeping your data organized and up-to-date. Streamline your processes and improve efficiency with this time-saving automation.
- When this happens...New Completed Submission
Triggers when a participant completes a submission in your funnel.
- 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
involve.me FunnelRequired
Try ItReport 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
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
