Casebook + Gravity Forms
Create intake reports in Casebook from new Gravity Forms submissions
Combine the power of Gravity Forms with Casebook by collecting intake information through any Gravity Form. This Zap automatically copies the data directly into Casebook Intake, reducing the chance of errors and saving you from manual copy and paste tasks.
Combine the power of Gravity Forms with Casebook by collecting intake information through any Gravity Form. This Zap automatically copies the data directly into Casebook Intake, reducing the chance of errors and saving you from manual copy and paste tasks.
- When this happens...Form Submission
Triggers when the specified form is submitted.
- automatically do this!Create an Intake Report
Creates a new Report in cb Intake.
- Free forever for core features
- 14 day trial for premium features & apps
FormRequired
Use Admin Field Labels?
Try ItFormRequired
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
FormRequired
NameRequired
TypeRequired
StatusRequired
County
Legacy case ID
GoalsRequired
About Gravity Forms
Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.
