Casebook + GoCanvas
Create Casebook intake reports from new GoCanvas submissions
Effortlessly streamline your data management with this powerful workflow between GoCanvas and Casebook. When a new submission is made in GoCanvas, it will automatically create an Intake Report in Casebook, saving you precious time and reducing manual data entry errors. Keep your records up-to-date and improve your overall efficiency with this seamless integration.
Effortlessly streamline your data management with this powerful workflow between GoCanvas and Casebook. When a new submission is made in GoCanvas, it will automatically create an Intake Report in Casebook, saving you precious time and reducing manual data entry errors. Keep your records up-to-date and improve your overall efficiency with this seamless integration.
- When this happens...New Submission
Triggers when a new submission is uploaded to GoCanvas for the specified app. You should have a submission to get the dynamic fields.
- automatically do this!Create an Intake Report
Creates a new Report in cb Intake.
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Trigger Mid Workflow
App NameRequired
Try ItApp NameRequired
Item Description
Assign Item To
Schedule At
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
App NameRequired
Item DescriptionRequired
Reference Data IDRequired
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
