Casebook + Instapage
Create intake reports in Casebook from new Instapage form submissions
Streamline your Instapage form submissions with this efficient workflow that creates Intake Reports in Casebook for each submitted form. As soon as a user submits a form on your Instapage, this automation will generate an Intake Report in Casebook, saving you time and ensuring your case management system stays up-to-date. Enhance your productivity and minimize manual data entry with this seamless integration.
Streamline your Instapage form submissions with this efficient workflow that creates Intake Reports in Casebook for each submitted form. As soon as a user submits a form on your Instapage, this automation will generate an Intake Report in Casebook, saving you time and ensuring your case management system stays up-to-date. Enhance your productivity and minimize manual data entry with this seamless integration.
- When this happens...Form Submission
Triggers when a new form is submitted.
- automatically do this!Create an Intake Report
Creates a new Report in cb Intake.
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PageRequired
Help Text
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
