Casebook + Google Forms
Create new Casebook cases from Google Forms form responses
Streamline your workflow by connecting Google Forms and Casebook. This automation creates a new case in Casebook every time a new response is submitted in Google Forms. It saves you from manually transfer information, ensuring all responses are documented for case management purposes and you never miss critical information. Increase efficiency and stay organized with this digital workflow.
Streamline your workflow by connecting Google Forms and Casebook. This automation creates a new case in Casebook every time a new response is submitted in Google Forms. It saves you from manually transfer information, ensuring all responses are documented for case management purposes and you never miss critical information. Increase efficiency and stay organized with this digital workflow.
- When this happens...New Form Response
Triggers when a new form response is received.
- automatically do this!Create a Case
Creates a new Case in cb Engage.
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FormRequired
Try ItStop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
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
FormRequired
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
