Casebook + Google Forms
Generate Casebook reports from new or updated Google Forms responses
Keep your case management efficient and updated with this streamlining workflow. When a new or updated form response is received in Google Forms, this workflow instantly generates an Intake Report in Casebook. Efficiently transferring data and keeping your Casebook records up-to-date, this workflow takes over the time-consuming task, leaving you free to focus on more important tasks.
Keep your case management efficient and updated with this streamlining workflow. When a new or updated form response is received in Google Forms, this workflow instantly generates an Intake Report in Casebook. Efficiently transferring data and keeping your Casebook records up-to-date, this workflow takes over the time-consuming task, leaving you free to focus on more important tasks.
- When this happens...New or Updated Form Response
Triggers when a form response is added or modified.
- automatically do this!Create an Intake Report
Creates a new Report in cb Intake.
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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
