Casebook + Delighted

Create intake reports in Casebook for new Delighted responses

Effortlessly manage customer feedback and case reports with this Delighted to Casebook workflow. Whenever a new response is received in Delighted, an intake report is created in Casebook, instantly consolidating valuable information. Stay organized and focused on providing top-notch customer service by letting this automation handle the data transfer for you.

When this happens...
New Response
Triggers when a new response is received in this Delighted Project.
TriggerPolling
automatically do this!
Create an Intake Report
Creates a new Report in cb Intake.
ActionWrite

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Supported triggers and actions

New Response
Triggers when a new response is received in this Delighted Project.
Trigger
Polling
Try It
- Person ID
- EmailRequired
- Phone Number
- Name
- Properties
Action
Write
- EmailRequired
- Name
- Last Sent At
Action
Write
- Person ID
- Email
- Phone Number
Action
Write
- EmailRequired
- Name
- Delay
- Properties
Action
Write

- EmailRequired
Action
Write
- Platform IDRequired
Action
Search

- Trend ID
- Groups
- Since
- Until
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

New Unsubscribe
Triggers when a person unsubscribes from Delighted surveys.
Trigger
Polling
Try It
- Person ID
- Email
- Phone NumberRequired
- Name
- Properties
Action
Write
- Person IDRequired
- Created At
- ScoreRequired
- Comment
- Properties
Action
Write
- Person ID
- Email
- Phone Number
Action
Write
- Phone NumberRequired
- Email
- Name
- Delay
- Properties
Action
Write
- Email
- Phone Number
Action
Search
- Platform ID
- Per Page
- Person ID
- Email
- Phone Number
Action
Search
- EmailRequired
- Phone Number
- Name
- Last Sent At
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