Casebook + Outgrow
Create Casebook intake reports from new Outgrow leads
Easily manage leads and streamline your intake process with this Outgrow to Casebook workflow. When a new lead comes in from Outgrow, this automation will create an Intake Report in Casebook, saving you time and ensuring proper organization of your incoming prospects. Don't waste time on repetitive tasks—let this integration help you stay focused on turning leads into clients.
Easily manage leads and streamline your intake process with this Outgrow to Casebook workflow. When a new lead comes in from Outgrow, this automation will create an Intake Report in Casebook, saving you time and ensuring proper organization of your incoming prospects. Don't waste time on repetitive tasks—let this integration help you stay focused on turning leads into clients.
- When this happens...New Lead
Triggers when a new lead is created. Works on all Outgrow plans.
- automatically do this!Create an Intake Report
Creates a new Report in cb Intake.
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Calculator / QuizRequired
Try ItNameRequired
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
Calculator / QuizRequired
SegmentRequired
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
