Casebook + Gmail

Create Casebook intake reports when Gmail emails match a search

Do you receive requests for service or inquiries via your company email address? Zapier can automatically create a Casebook Intake Report when an email meets a certain criteria, such as a subject that contains "Foster Parent Inquiry". A worker can then be assigned to the request and this data can be reported on through Casebook.

When this happens...
New Email Matching Search
Triggers when you receive a new email that matches a search string you provide.
TriggerScheduled
automatically do this!
Create an Intake Report
Creates a new Report in cb Intake.
ActionWrite

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Supported triggers and actions

- Label or mailbox
- Search keywords
Trigger
Scheduled
Try It
- Label or mailboxRequired
Trigger
Scheduled
Try It
- Search keywordsRequired
Trigger
Scheduled
Try It
- Label/Mailbox
Trigger
Scheduled
Try It
- Email message to be DeletedRequired
Action
Write

- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write

- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- Body type
- BodyRequired
- Label or mailbox
- Attachments
Action
Write
- Search StringRequired
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Search or 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

New Label
Triggers when you add a new label.
Trigger
Scheduled
Try It
- Label or mailbox
Trigger
Scheduled
Try It
New Starred Email
Triggers when you receive a new email and star it within two days.
Trigger
Scheduled
Try It
- Label
- MessageRequired
Action
Write
- Recipient Instructions
- To
- Cc
- Bcc
- SubjectRequired
- From
- From Name
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- Name of labelRequired
Action
Write
- MessageRequired
- Label(s) to removeRequired
Action
Write
- Search StringRequired
Action
Search
- NameRequired
- TypeRequired
- StatusRequired
- County
- Legacy case ID
- GoalsRequired
Action
Write

About Casebook

Casebook is a platform for human and social services.

Related categories

Productivity

About Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.

Learn more

Related categories

Similar apps

Casebook + Gmail

Create Casebook intake reports when Gmail emails match a search

Supported triggers and actions

New Attachment

New Labeled Email

New Email Matching Search

New Thread

Delete Email

Create Draft Reply

Send Email

Reply to Email

Find or Send Email

Create an Intake Report

New Label

New Email

New Starred Email

Add Label to Email

Create Draft

Create Label

Remove Label From Email

Find Email

Create a Case

About Casebook

Related categories

About Gmail

Related categories

Similar apps

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