Casebook + Zapier Interfaces

Create intake reports in Casebook from new form submissions in Zapier Interfaces

Enhance your experience managing Form Submission Created events with this streamlined process. Once a new entry is initiated in Zapier Interfaces, a corresponding intake report is immediately generated in Casebook. This process reduces the need for manual data entry and captures all important information consistently, saving you precious time that can be diverted to other pressing tasks.

When this happens...
Form Submission Created
Triggers when a new form submission is created.
TriggerInstant
automatically do this!
Create an Intake Report
Creates a new Report in cb Intake.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

- InterfaceRequired
- PageRequired
- ButtonRequired
Trigger
Instant
Try It
- InterfaceRequired
Trigger
Instant
Try It
- InterfaceRequired
Trigger
Instant
Try It
- InterfaceRequired
- PageRequired
- Stripe PaymentRequired
Trigger
Instant
Try It
- InterfaceRequired
- Email AddressRequired
Action
Write

- InterfaceRequired
- Email AddressRequired
- NameRequired
Action
Search or write
- 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

- InterfaceRequired
- PageRequired
- Block Type
Trigger
Instant
Try It
- InterfaceRequired
- PageRequired
- FormRequired
Trigger
Instant
Try It
Interface Created
Triggers when a new Interface is created.
Trigger
Instant
Try It
- InterfaceRequired
- NameRequired
- Email AddressRequired
Action
Write
- InterfaceRequired
- Email AddressRequired
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

About Casebook

Casebook is a platform for human and social services.

Related categories

Productivity

About Zapier Interfaces

Instantly build dynamic interfaces that connect to Zaps and a data source (like Tables). Interfaces gives you a drag-and-drop way to build visual workflows for any business process, without writing code.

Learn more