Casebook + Cognito Forms
Create intake reports in Casebook from new form submissions in Cognito Forms
If you're one of many organizations capturing data from clients and partners through Cognito Forms, you can use this Zap to reduce errors and save time. Once this integration is active, new form submissions are acted upon by copying data automatically into Casebook's cb Intake business application.
If you're one of many organizations capturing data from clients and partners through Cognito Forms, you can use this Zap to reduce errors and save time. Once this integration is active, new form submissions are acted upon by copying data automatically into Casebook's cb Intake business application.
- When this happens...New Entry
Triggers when someone fills out your form.
- 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
About Cognito Forms
Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their website, and start capturing entries without having to do any development.
