Acuity Scheduling + Casebook

Create intake reports in Casebook for new appointments in Acuity Scheduling

When a new appointment is scheduled in Acuity Scheduling, streamline your workflow by having an intake report simultaneously created in Casebook. This automation helps to save time, reduce manual data entry and ensure each client's information is promptly and accurately recorded in your system. Make your scheduling process more efficient and organized with this Acuity Scheduling to Casebook integration.

When this happens...
New Appointment
Triggers when a new appointment is scheduled.
TriggerInstant
automatically do this!
Create an Intake Report
Creates a new Report in cb Intake.
ActionWrite

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Supported triggers and actions

- Time Before (Unit)
- Appointment Type
- Calendar
- Time BeforeRequired
Trigger
Polling
Try It
- Calendar
- Appointment Type
Trigger
Instant
Try It
New Product Order
Triggers when a new order is completed.
Trigger
Instant
Try It
- PackageRequired
- Certificate Code
- Email Address
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write

- Appointment IDRequired
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

- Calendar
- Appointment Type
Trigger
Instant
Try It
- Calendar
- Appointment Type
Trigger
Instant
Try It
- CouponRequired
- Certificate Code
Action
Write
- CalendarRequired
- Start Date and TimeRequired
- End Date and TimeRequired
- Notes
Action
Write
Add or Update Client
This action updates a client's information in Acuity Scheduling. If the client does not exist, it creates a new client.
Action
Write
- First Name
- Last Name
- E-Mail
Action
Search
- 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

About Acuity Scheduling

Easy online appointment scheduling software. Save time by having clients book appointments, complete custom intake forms, and pay in advance 24/7 anywhere in the world.