Casebook + WPForms
Produce intake reports in Casebook from new WPForms submissions
If you're using WordPress for your nonprofit or small government website and want to capture information from visitors, you can combine the ease of WPForms with the power of Casebook with this integration. Once it's active, this Zap automatically generates an intake report in Casebook with each new WPForms submission, creating a simple path for your human and social services clients to follow.
If you're using WordPress for your nonprofit or small government website and want to capture information from visitors, you can combine the ease of WPForms with the power of Casebook with this integration. Once it's active, this Zap automatically generates an intake report in Casebook with each new WPForms submission, creating a simple path for your human and social services clients to follow.
- When this happens...New Form Entry
Triggers when a form entry 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
