Casebook + Wix

Create new Casebook intake reports from new Wix forms

Simplify your work process between Wix Forms and Casebook with this handy workflow. With every new form completion in Wix, an intake report gets created in Casebook instantly. This practical automation ensures all relevant data is directly pushed into Casebook, bypassing manual entry to amplify your reporting efficacy.

When this happens...
Forms
Triggers when a form is submitted.
TriggerInstant
automatically do this!
Create an Intake Report
Creates a new Report in cb Intake.
ActionWrite

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Supported triggers and actions

- Copy Field Install App Help Text
Trigger
Instant
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- Copy Field Install App Help Text
- Event startsRequired
Trigger
Instant
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- Copy Field Install App Help Text
Trigger
Instant
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- Copy Field Install App Help Text
Trigger
Instant
Try It
- Copy Field Install App Help Text
Trigger
Instant
Try It

- Copy Field Install App Help Text
Trigger
Instant
Try It
- Copy Field Install App Help Text
Trigger
Instant
Try It

- Copy Field Install App Help Text
Trigger
Instant
Try It
- Copy Field Install App Help Text
Trigger
Instant
Try It
- Copy Field Install App Help Text
Trigger
Instant
Try It
- Copy Field Install App Help Text
Trigger
Instant
Try It
- 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
Action
Write

- Copy Field Install App Help Text
Trigger
Instant
Try It
- Copy Field Install App Help Text
Trigger
Instant
Try It
- Copy Field Install App Help Text
Trigger
Instant
Try It
- Copy Field Install App Help Text
Trigger
Instant
Try It
- Copy Field Install App Help Text
Trigger
Instant
Try It
- Copy Field Install App Help Text
Trigger
Instant
Try It
- Copy Field Install App Help Text
Trigger
Instant
Try It
- Copy Field Install App Help Text
Trigger
Instant
Try It
- Copy Field Install App Help Text
Trigger
Instant
Try It
- Copy Field Install App Help Text
Trigger
Instant
Try It
- NameRequired
- TypeRequired
- StatusRequired
- County
- Legacy case ID
- GoalsRequired
- Labels
Action
Write
- 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
Action
Write