Casebook + Jotform
Create Casebook intake reports from new Jotform submissions
Streamline your intake process with this efficient workflow. As soon as a new submission is made on Jotform, it will promptly create an intake report in Casebook. This automation not only saves time but also ensures thorough record-keeping, allowing you to focus on more critical tasks. It’s an essential tool for improving organization and productivity in managing your cases.
Streamline your intake process with this efficient workflow. As soon as a new submission is made on Jotform, it will promptly create an intake report in Casebook. This automation not only saves time but also ensures thorough record-keeping, allowing you to focus on more critical tasks. It’s an essential tool for improving organization and productivity in managing your cases.
- When this happens...New Submission
Triggers when a new submission has been added to a specific form.
- automatically do this!Create an Intake Report
Creates a new Report in cb Intake.
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FormRequired
Try ItSelect a formRequired
Asignee emailRequired
Invitation Message
Assignee Permission
Select a formRequired
NameRequired
TypeRequired
StatusRequired
County
Legacy case ID
GoalsRequired
DocumentRequired
Try ItSelect a formRequired
Assignee emailRequired
Invitation Message
Prefilled Field Permissions
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
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
