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: