--- title: Using Zapier to Create an Intake Report description: You can build a Zap to connect a form outside of Casebook and an Intake Report. --- [Skip to content](https://gohub.casebook.net/knowledge/using-zapier-to-create-an-intake-report#main-content) [More support](https://gohub.casebook.net/knowledge/kb-tickets/new) [![logo-raspberry (1)](https://gohub.casebook.net/hs-fs/hubfs/logo-raspberry%20(1).png?width=1286&height=255&name=logo-raspberry%20(1).png)](https://gohub.casebook.net/) - [Knowledge Base](https://gohub.casebook.net/knowledge) - [Video Library](https://gohub.casebook.net/video-library) - [Still Need Help?](https://gohub.casebook.net/knowledge/kb-tickets/new) Open main navigation Close main navigation - [Knowledge Base](https://gohub.casebook.net/knowledge) - [Video Library](https://gohub.casebook.net/video-library) - [Still Need Help?](https://gohub.casebook.net/knowledge/kb-tickets/new) - [More support](https://gohub.casebook.net/knowledge/kb-tickets/new) Hi. How can we help? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://gohub.casebook.net/knowledge) 2. [Integrations](https://gohub.casebook.net/knowledge/integrations) 3. [Low-code incoming integrations with Zapier](https://gohub.casebook.net/knowledge/integrations#low-code-incoming-integrations-with-zapier) # Using Zapier to Create an Intake Report ## You can build a Zap to connect a form outside of Casebook and an Intake Report. The **Create an Intake Report** actions allow you to automatically create intake reports in Casebook from the applications your organization already uses, such as forms hosted on websites, spreadsheets, CRMs, and other systems connected through Zapier. Instead of manually entering information, Zapier can create an intake report as soon as your chosen trigger occurs. Casebook offers two intake report actions to support different automation needs. | **Action** | **Best For** | | --- | --- | | **Create an Intake Report** | Automations that require custom fields or multiple people linked to an intake report. | | **Create an Intake Report (Basic)** | Simple automations using standard fields and a single linked person. Works well with Zapier's free plan. |   **Not sure which action to choose?** Use **Create an Intake Report (Basic)** unless your workflow requires custom fields or multiple people associated with the same intake report. ### **Before You begin** Before creating your Zap, make sure you have: - Admin access to your Casebook Tenant. - A Zapier account (free or paid, depending on your workflow). - Your Casebook External Application credentials (Client ID, Client Secret, and Casebook URL). - Any custom fields already configured in Casebook. **TIP**: If you haven't connected Casebook to Zapier yet, see [**Integrate Casebook with Zapier**.](https://gohub.casebook.net/knowledge/setting-up-integration-via-zapier) ### **Create Your Zap** #### Step 1: Create a New Zap 1. In Zapier, click **Create**. 2. Select **New Zap**. ![Screen Shot 2023-03-24 at 1.03.10 PM](https://gohub.casebook.net/hs-fs/hubfs/Screen%20Shot%202023-03-24%20at%201.03.10%20PM.png?width=670&height=222&name=Screen%20Shot%202023-03-24%20at%201.03.10%20PM.png) #### Step 2: Configure Your Trigger Choose the application that will start your workflow. For example: - Google Forms - Jotform - Typeform - Microsoft Forms - Airtable - Your CRM Zapier will guide you through connecting the application and selecting the appropriate trigger event. **Tip:** Test your trigger before continuing to make sure Zapier can retrieve sample data. ![Screen Shot 2023-03-24 at 1.08.17 PM](https://gohub.casebook.net/hs-fs/hubfs/Screen%20Shot%202023-03-24%20at%201.08.17%20PM.png?width=670&height=292&name=Screen%20Shot%202023-03-24%20at%201.08.17%20PM.png) #### Step 3: Add the Casebook Action 1. Under **Action**, search for **Casebook**. 2. Select one of the following events: - **Create an Intake Report** - **Create an Intake Report (Basic)** Choose the action that best matches your workflow.  ![Screen Shot 2023-03-24 at 1.10.45 PM](https://gohub.casebook.net/hs-fs/hubfs/Screen%20Shot%202023-03-24%20at%201.10.45%20PM.png?width=670&height=311&name=Screen%20Shot%202023-03-24%20at%201.10.45%20PM.png) ### **Configure Your Intake Report** ### Option 1: Create an Intake Report (Basic) Use this action for simple workflows that create an intake report for **one linked person** using standard Casebook fields. Map information from your trigger to the appropriate Casebook fields, including: - Standard intake report fields - Status - Assignee - Labels - Decision fields - Additional information Once your fields are mapped, continue to **Test Your Zap**. ### Option 2: Create an Intake Report Use this action when your workflow needs to: - Map custom fields - Associate multiple people with a single intake report ### Create or Locate People First Before creating the intake report, you'll typically create or locate the people who should be associated with it. 1. Add a **Create a Person** action for each person you want linked to the intake report. 2. Configure each action by following the instructions in **Create a Person Using Zapier**. 3. Each Create Person action returns a **Person ID**. 4. Use those Person IDs when configuring the **Create an Intake Report** action. **Important:** The **Create a Person** actions must run **before** the **Create an Intake Report** action. The intake report uses the Person IDs returned from those earlier steps to associate people with the report. ### **Map Your Intake Report Fields** Map information from your trigger to the appropriate Casebook fields. In addition to the standard intake report fields, the **Create an Intake Report** action also supports: - Custom fields - Multiple linked people **Tip:** If you've recently added or updated custom fields in Casebook, click **Refresh** in Zapier before mapping your fields. ### **Working with Multiple People** If your intake form collects information for multiple people,  such as a parent and child, spouses, or members of the same household, you'll need to add **one Create a Person action for each possible person**. For example: 1. Trigger (Google Form submission) 2. Create Person (Parent) 3. Create Person (Child) 4. Create an Intake Report 5. Map both Person IDs into the intake report This ensures each person receives their own Casebook record while also being associated with the same intake report. **Tip:** Add one **Create a Person** action for every possible person your form can collect. For example, if your referral form allows users to submit information for two household members, your Zap should include two Create Person actions—even if the second person isn't included in every submission. ### **Frequently Asked Questions** **Which intake report action should I use?** Use **Create an Intake Report** if your workflow requires custom fields or multiple linked people. Use **Create an Intake Report (Basic)** for simple automations with one linked person and standard fields. **Will my existing Zap continue to work?** Yes. Existing Zaps will continue to run without interruption. You can upgrade to the newer action whenever you're ready. **Are custom fields supported?** Yes. Custom fields are available when using Create an Intake Report. They aren't supported in Create an Intake Report (Basic). **I added a new custom field. Why don't I see it in Zapier?** Click Refresh within the Zap action to load the latest field configuration from Casebook. **Can I link more than one person to an intake report?** Yes. **Create an Intake Report** supports linking multiple people to a single intake report. **Create an Intake Report (Basic)** supports one linked person. **Does this work with Zapier's free plan?** Yes. The Create an Intake Report (Basic) action works with Zapier's free plan. The full Create an Intake Report action requires a paid Zapier plan. - [Getting Started With Casebook](https://gohub.casebook.net/knowledge/getting-started-with-casebook#main-content) - [Casebook Overview](https://gohub.casebook.net/knowledge/getting-started-with-casebook#casebook-overview) - [Getting Started for New Users](https://gohub.casebook.net/knowledge/getting-started-with-casebook#getting-started-for-new-users) - [Services in Casebook](https://gohub.casebook.net/knowledge/getting-started-with-casebook#services-in-casebook) - [Notes](https://gohub.casebook.net/knowledge/getting-started-with-casebook#notes) - [Admin](https://gohub.casebook.net/knowledge/admin#main-content) - [Casebook Security](https://gohub.casebook.net/knowledge/admin#casebook-security) - [Roles and Permissions](https://gohub.casebook.net/knowledge/admin#roles-and-permissions) - [User Management](https://gohub.casebook.net/knowledge/admin#user-management) - [Notifications](https://gohub.casebook.net/knowledge/admin#notifications) - [Data](https://gohub.casebook.net/knowledge/admin#data) - [Field Configuration](https://gohub.casebook.net/knowledge/admin#field-configuration) - [Dynamic Fields](https://gohub.casebook.net/knowledge/admin#dynamic-fields) - [Forms](https://gohub.casebook.net/knowledge/admin#forms) - [Implementation & Adoption](https://gohub.casebook.net/knowledge/admin#implementation-adoption) - [People](https://gohub.casebook.net/knowledge/people) - [Intake](https://gohub.casebook.net/knowledge/intake) - [Engage](https://gohub.casebook.net/knowledge/engage#main-content) - [Text Messages](https://gohub.casebook.net/knowledge/engage#text-messages) - [Configuration](https://gohub.casebook.net/knowledge/engage#configuration) - [Notes](https://gohub.casebook.net/knowledge/engage#notes) - [Track](https://gohub.casebook.net/knowledge/track) - [Access](https://gohub.casebook.net/knowledge/access) - [Workflow & Tasks](https://gohub.casebook.net/knowledge/workflow-tasks) - [Reporting](https://gohub.casebook.net/knowledge/reporting#main-content) - [Overview](https://gohub.casebook.net/knowledge/reporting#overview) - [Datasets](https://gohub.casebook.net/knowledge/reporting#datasets) - [Dashboards](https://gohub.casebook.net/knowledge/reporting#dashboards) - [Pre-built Reports](https://gohub.casebook.net/knowledge/reporting#pre-built-reports) - [Custom Reports](https://gohub.casebook.net/knowledge/reporting#custom-reports) - [Data Visualizations](https://gohub.casebook.net/knowledge/reporting#data-visualizations) - [Filters](https://gohub.casebook.net/knowledge/reporting#filters) - [Calculated Fields](https://gohub.casebook.net/knowledge/reporting#calculated-fields) - [Other](https://gohub.casebook.net/knowledge/reporting#other) - [Audit Logs](https://gohub.casebook.net/knowledge/audit-logs) - [Integrations](https://gohub.casebook.net/knowledge/integrations#main-content) - [Low-code incoming integrations with Zapier](https://gohub.casebook.net/knowledge/integrations#low-code-incoming-integrations-with-zapier) - [Custom incoming integrations with Casebook API](https://gohub.casebook.net/knowledge/integrations#custom-incoming-integrations-with-casebook-api) - [Custom outgoing integrations with Webhooks](https://gohub.casebook.net/knowledge/integrations#custom-outgoing-integrations-with-webhooks) - [Program Area Specific](https://gohub.casebook.net/knowledge/program-area-specific#main-content) - [VOCA Reporting](https://gohub.casebook.net/knowledge/program-area-specific#voca-reporting) - [Customer Support](https://gohub.casebook.net/knowledge/customer-support#main-content) - [Getting Unstuck](https://gohub.casebook.net/knowledge/customer-support#getting-unstuck) - [Account Management](https://gohub.casebook.net/knowledge/customer-support#account-management) - [Product Release Notes](https://gohub.casebook.net/knowledge/product-release-notes#main-content) - [2026](https://gohub.casebook.net/knowledge/product-release-notes#2026) - [2025](https://gohub.casebook.net/knowledge/product-release-notes#2025) - [2024](https://gohub.casebook.net/knowledge/product-release-notes#2024) - [2023](https://gohub.casebook.net/knowledge/product-release-notes#2023) - [2022](https://gohub.casebook.net/knowledge/product-release-notes#2022) - [2021](https://gohub.casebook.net/knowledge/product-release-notes#2021) - [2020](https://gohub.casebook.net/knowledge/product-release-notes#2020) - [Frequently Asked Questions](https://gohub.casebook.net/knowledge/frequently-asked-questions#main-content) - [Global](https://gohub.casebook.net/knowledge/frequently-asked-questions#global) - [Casebook Calendar](https://gohub.casebook.net/knowledge/frequently-asked-questions#casebook-calendar) - [Casebook Services](https://gohub.casebook.net/knowledge/frequently-asked-questions#casebook-services) - [Casebook Forms](https://gohub.casebook.net/knowledge/frequently-asked-questions#casebook-forms) - [Casebook Notes](https://gohub.casebook.net/knowledge/frequently-asked-questions#casebook-notes) - [cb Admin](https://gohub.casebook.net/knowledge/frequently-asked-questions#cb-admin) - [cb Track](https://gohub.casebook.net/knowledge/frequently-asked-questions#cb-track) - [cb Reporting](https://gohub.casebook.net/knowledge/frequently-asked-questions#cb-reporting) - [cb Access](https://gohub.casebook.net/knowledge/frequently-asked-questions#cb-access) - [Program Specific](https://gohub.casebook.net/knowledge/frequently-asked-questions#program-specific) [![logo-raspberry-1-1](https://gohub.casebook.net/hs-fs/hubfs/logo-raspberry-1-1.png?width=32&height=30&name=logo-raspberry-1-1.png "logo-raspberry-1-1")](https://www.casebook.net/) © 2025 Casebook. All rights reserved. Casebook Knowledge Base [Video Library](https://gohub.casebook.net/video-library) [Still Need Help?](https://gohub.casebook.net/knowledge/kb-tickets/new)