Casebook + Jotform
Create new Casebook cases from new Jotform submissions
Streamline your workflow with this integration that instantly creates a new case in Casebook when a new submission is received in Jotform. It helps you to save time, reduce manual data entry and allows you to focus more on case management rather than administrative tasks. Keep everything organized and ensure no details get missed in the seamless process.
Streamline your workflow with this integration that instantly creates a new case in Casebook when a new submission is received in Jotform. It helps you to save time, reduce manual data entry and allows you to focus more on case management rather than administrative tasks. Keep everything organized and ensure no details get missed in the seamless process.
- When this happens...New Submission
Triggers when a new submission has been added to a specific form.
- automatically do this!Create a Case
Creates a new Case in cb Engage.
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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
