Casebook + Squarespace Forms
Create intake reports in Casebook for new Squarespace Forms form submissions
Automate your case management process with this Squarespace Forms to Casebook integration. Whenever a new form submission occurs in Squarespace Forms, an intake report will be created in Casebook, streamlining your data collection and saving you time on manual entry. Keep your case information up-to-date and organized, allowing you to focus on more important tasks.
Automate your case management process with this Squarespace Forms to Casebook integration. Whenever a new form submission occurs in Squarespace Forms, an intake report will be created in Casebook, streamlining your data collection and saving you time on manual entry. Keep your case information up-to-date and organized, allowing you to focus on more important tasks.
- When this happens...New Form Submission
Triggers when form submission is submitted.
- 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
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
Api Docs Info
Stop 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
