Casebook + Formsite
Convert new Formsite form results into Casebook intake reports
Effortlessly streamline your data management process with this Formsite and Casebook integration. When a new form result is submitted in Formsite, this workflow will instantly create an intake report in Casebook, ensuring all your information stays up-to-date and organized. Save time on manual data entry and stay focused on more important tasks with this seamless data management solution.
Effortlessly streamline your data management process with this Formsite and Casebook integration. When a new form result is submitted in Formsite, this workflow will instantly create an intake report in Casebook, ensuring all your information stays up-to-date and organized. Save time on manual data entry and stay focused on more important tasks with this seamless data management solution.
- When this happens...New Form Result
Triggers when a user submits a new form result.
- automatically do this!Create an Intake Report
Creates a new Report in cb Intake.
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FormRequired
Try ItReport 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
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
