Casebook + Ninja Forms
Generate intake reports in Casebook from new form submissions in Ninja Forms
If you and your team use Ninja Forms to collect information or receive inquiries from clients or prospective service providers, this Zap can save you time and effort. Once active, it automatically creates a new intake report in Casebook from data submitted through Ninja Forms.
If you and your team use Ninja Forms to collect information or receive inquiries from clients or prospective service providers, this Zap can save you time and effort. Once active, it automatically creates a new intake report in Casebook from data submitted through Ninja Forms.
- When this happens...New Form Submission
Triggers when a 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
New Form Submission
Triggers when a form is submitted.
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
