Casebook + Interact
Create intake reports in Casebook for new leads in Interact
Effortlessly streamline your lead management process with this workflow between Interact and Casebook. When a new lead is generated in Interact, an Intake Report will be instantly created in Casebook, ensuring that you have all the information you need to efficiently handle every prospect. Save time, increase productivity, and never miss a potential client opportunity again with this automation.
Effortlessly streamline your lead management process with this workflow between Interact and Casebook. When a new lead is generated in Interact, an Intake Report will be instantly created in Casebook, ensuring that you have all the information you need to efficiently handle every prospect. Save time, increase productivity, and never miss a potential client opportunity again with this automation.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!Create an Intake Report
Creates a new Report in cb Intake.
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QuizRequired
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
NameRequired
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
