Connect Zoho Forms and Casebook to power AI-driven automation
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Choose a Trigger
Choose an Action
How Zapier works
Zapier makes it easy to integrate Zoho Forms with Casebook - no code necessary. See how you can get setup in minutes.
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Zoho Forms
Zoho Forms
1. Choose trigger event
Casebook
Casebook
2. Choose action
1. Select the event
Setup
Test
Zoho Forms
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Form Entry" from Zoho Forms.
Add your action
An action happens after the trigger—such as "Create a Case" in Casebook.
You’re connected!
Zapier seamlessly connects Zoho Forms and Casebook, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- FormRequired
Try ItTriggerInstant- NameRequired
- TypeRequired
- StatusRequired
- County
- Legacy case ID
- GoalsRequired
- Labels
ActionWrite- 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
ActionWrite
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionWrite- 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
ActionWrite
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Customers who say using Zapier has made them better at their job
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Customers have created over 25 million Zaps on the platform
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The average user takes less than 6 minutes to set up a Zap
Connect Zoho Forms and Casebook to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
Create more impactful campaigns with automation
Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
Provide world-class support with a little help from automation
Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
Automate your way to actionable, up-to-date data
The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
Resolve incidents faster with automation
Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
Learn how to automate Zoho Forms on the Zapier blog
About Zoho Forms
Zoho Forms is a free online form builder that lets you create custom forms, receive responses by email, and collaborate with your team.
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