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Casebook Integrations

Productivity

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Or pick an app to pair witharrow pointing down
Integrate Google Sheets with CasebookIntegrate Google Sheets with Casebook

Google Sheets

Google, Spreadsheets
Integrate Google Forms with CasebookIntegrate Google Forms with Casebook

Google Forms

Forms & Surveys, Google
Integrate Acuity Scheduling with CasebookIntegrate Acuity Scheduling with Casebook

Acuity Scheduling

Scheduling & Booking
Integrate Jotform with CasebookIntegrate Jotform with Casebook

Jotform

Forms & Surveys
Integrate Microsoft Excel with CasebookIntegrate Microsoft Excel with Casebook

Microsoft Excel

Microsoft, Spreadsheets
Integrate Calendly with CasebookIntegrate Calendly with Casebook

Calendly

Scheduling & Booking
Integrate Gmail with CasebookIntegrate Gmail with Casebook

Gmail

Email, Google
Integrate Digital Practice with CasebookIntegrate Digital Practice with Casebook

Digital Practice

CRM (Customer Relationship Management)
Integrate Lawmatics with CasebookIntegrate Lawmatics with Casebook

Lawmatics

Marketing Automation
Integrate Google Sheets with CasebookIntegrate Google Sheets with Casebook

Google Sheets

Google, Spreadsheets
Integrate Google Forms with CasebookIntegrate Google Forms with Casebook

Google Forms

Forms & Surveys, Google
Integrate Acuity Scheduling with CasebookIntegrate Acuity Scheduling with Casebook

Acuity Scheduling

Scheduling & Booking
Integrate Jotform with CasebookIntegrate Jotform with Casebook

Jotform

Forms & Surveys
Integrate Microsoft Excel with CasebookIntegrate Microsoft Excel with Casebook

Microsoft Excel

Microsoft, Spreadsheets
Integrate Calendly with CasebookIntegrate Calendly with Casebook

Calendly

Scheduling & Booking
Integrate Google Sheets with CasebookIntegrate Google Sheets with Casebook

Google Sheets

Google, Spreadsheets
Integrate Google Forms with CasebookIntegrate Google Forms with Casebook

Google Forms

Forms & Surveys, Google
Integrate Acuity Scheduling with CasebookIntegrate Acuity Scheduling with Casebook

Acuity Scheduling

Scheduling & Booking
Integrate Jotform with CasebookIntegrate Jotform with Casebook

Jotform

Forms & Surveys
Integrate Microsoft Excel with CasebookIntegrate Microsoft Excel with Casebook

Microsoft Excel

Microsoft, Spreadsheets
Integrate Calendly with CasebookIntegrate Calendly with Casebook

Calendly

Scheduling & Booking
Integrate Gmail with CasebookIntegrate Gmail with Casebook

Gmail

Email, Google
Integrate Digital Practice with CasebookIntegrate Digital Practice with Casebook

Digital Practice

CRM (Customer Relationship Management)
Integrate Lawmatics with CasebookIntegrate Lawmatics with Casebook

Lawmatics

Marketing Automation

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Quickly automate Casebook integrations with Zapier's templates

  • Create Casebook intake reports from new Jotform submissions

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    • Jotform logo
    • Casebook logo
    Jotform + Casebook

  • Produce intake reports in Casebook from new Jotform submissions

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    • Jotform logo
    • Casebook logo
    Jotform + Casebook

  • Generate intake reports in Casebook from newly-updated fields in Salesforce

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    • Salesforce logo
    • Casebook logo
    Salesforce + Casebook

  • Create cases in Casebook from new records in Salesforce

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    • Salesforce logo
    • Casebook logo
    Salesforce + Casebook

  • Create Casebook intake reports when Gmail emails match a search

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    • Gmail logo
    • Casebook logo
    Gmail + Casebook

  • Save new Typeform entries to intake reports in Casebook

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    • Typeform logo
    • Casebook logo
    Typeform + Casebook

Create Casebook intake reports from new Jotform submissions

Details
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  • Jotform logo
  • Casebook logo
Jotform + Casebook

Produce intake reports in Casebook from new Jotform submissions

Details
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  • Jotform logo
  • Casebook logo
Jotform + Casebook

Generate intake reports in Casebook from newly-updated fields in Salesforce

Premium
Details
Try it
  • Salesforce logo
  • Casebook logo
Salesforce + Casebook

Create cases in Casebook from new records in Salesforce

Premium
Details
Try it
  • Salesforce logo
  • Casebook logo
Salesforce + Casebook

Create Casebook intake reports when Gmail emails match a search

Details
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  • Gmail logo
  • Casebook logo
Gmail + Casebook

Save new Typeform entries to intake reports in Casebook

Details
Try it
  • Typeform logo
  • Casebook logo
Typeform + Casebook

Supported triggers and actions

    • NameRequired

    • TypeRequired

    • StatusRequired

    • County

    • Legacy case ID

    • GoalsRequired

    Action
    Write

    • Report nameRequired

    • Report dateRequired

    • Report methodRequired

    • Report typeRequired

    • NarrativeRequired

    • First Name

    • Last Name

    • Birth Date

    • Street Address

    • Apt/Suite

    • City

    • State

    • Zip Code

    • Email Address

    • Phone Number

    Action
    Write
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About Casebook

Casebook is a platform for human and social services.

Related categories

  • Productivity

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Popular Casebook Integrations

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  • Schedule by Zapier