--- title: Zapier Use Cases for Human Services Organizations description: Discover common Zapier use cases for Casebook, including automated referrals, intake reports, case creation, and seamless integrations with your favorite apps. --- [Skip to content](https://gohub.casebook.net/knowledge/zapier-use-cases-for-human-services-organizations#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) # Zapier Use Cases for Human Services Organizations Zapier connects Casebook with thousands of applications so information can move automatically between systems. Instead of manually entering the same information in multiple places, you can create automated workflows (called **Zaps**) that save time, reduce errors, and help your team respond faster. Below are some common ways organizations use Zapier with Casebook. ### Common Use Cases | **Use Case** | **Incoming Source** | **Automatically Create** | | --- | --- | --- | | **Client or Participant Referrals** | Google Forms, Jotform, Typeform, Microsoft Forms | Person, Intake Report | | **Community Partner Referrals** | Airtable, Smartsheet, Monday.com, shared databases | Person, Intake Report | | **Program Applications** | Online application or registration forms | Person, Intake Report | | **Housing or Shelter Intake** | External screening or housing assessment tools | Person, Intake Report | | **Behavioral Health Referrals** | Referral management systems or secure intake forms | Person, Intake Report | | **Workforce Program Enrollment** | Registration forms, spreadsheets, or CRM systems | Person, Case | | **Youth or Family Services** | School referrals, partner agencies, or intake forms | Person, Intake Report | | **Client Case Openings** | CRM systems (Salesforce, HubSpot, etc) | Person, Case | | **Referral Tracking Spreadsheets** | Google Sheets or Microsoft Excel | Person, Intake Report, Case | | **Service Requests from Your Website** | Website contact or referral forms | Person, Intake Report | #### **Ready to Get Started?** Once you've identified a workflow you'd like to automate, follow the appropriate setup guide: - 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