Casebook + Qualtrics
Create intake reports in Casebook from new Qualtrics survey responses
Effortlessly manage survey responses in your Casebook app by connecting it with Qualtrics. With this workflow, each time you receive a new survey response in Qualtrics, an Intake Report will be created in Casebook—streamlining your data management process and allowing you to focus on analyzing the results. Improve your efficiency and keep your Casebook app updated with the latest survey insights in real-time.
Effortlessly manage survey responses in your Casebook app by connecting it with Qualtrics. With this workflow, each time you receive a new survey response in Qualtrics, an Intake Report will be created in Casebook—streamlining your data management process and allowing you to focus on analyzing the results. Improve your efficiency and keep your Casebook app updated with the latest survey insights in real-time.
- When this happens...New Survey Response
Triggers when a new response for a survey is received.
- 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
SurveyRequired
Try ItMailing ListRequired
Recipient First Name
Recipient Last Name
Recipient Email AddressRequired
Phone Number
Embedded Data
External Reference
SurveyRequired
Email From NameRequired
Reply To Email
Message SubjectRequired
MessageRequired
Sending Delay
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
Mailing ListRequired
Contact First Name
Contact Last Name
Contact Email Address
Phone Number
Embedded Data
External Reference
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
