123FormBuilder + Casebook
Create intake reports in Casebook for new 123FormBuilder forms
Effortlessly streamline your data collection and case management process with this workflow. Whenever a new form is submitted in 123FormBuilder, an intake report will be created in Casebook to ensure seamless organization and tracking. Say goodbye to manual data entry and improve your overall efficiency by implementing this time-saving automation.
Effortlessly streamline your data collection and case management process with this workflow. Whenever a new form is submitted in 123FormBuilder, an intake report will be created in Casebook to ensure seamless organization and tracking. Say goodbye to manual data entry and improve your overall efficiency by implementing this time-saving automation.
- When this happens...New Form
Triggers when a new form is added to your account.
- automatically do this!Create an Intake Report
Creates a new Report in cb Intake.
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New Form
Triggers when a new form is added to your account.
Try ItNameRequired
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
FormRequired
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
