Here is a comprehensive list of fields that can be brought in via a zap.
You can use Zapier to create an Intake Report or a Case Record from an outside form. This action can be helpful if you have a form that potential clients use to reach out to you on your website. By using this integration, every time someone submits a response to that form, Casebook will automatically create an Intake Report or a Case Record. For more information on setting up this integration, click here.
Intake Report Fields - You are also able to add/create a Person Profile with a report.
Report Name (required) - This is your report's name in Casebook. We suggest using a standard naming convention for your organization.
Report Date (required) - This is the date the report was created.
Report Method - This is how this report came into your organization. This is a drop down list and the values can be edited in Admin.
Report Type - This is the category of the report: Inquiry, Service Referral, or Incident.
Narrative (required) - This is a free text area where you can capture large amounts of data. We suggest using this space to record information that may not fit into other fields.
Person First Name - First name of the client.
Person Last Name - Last name of the client.
Person Birth Date - Date of Birth of the client.
Person Address - Address information of the client.
Street Address
Apt/Suite
City
State
Zipcode
Person Email Address - Email contact information of the client.
Person Phone Number - Phone contact information of the client.
Case Record Fields
Case Name (required) - This is your case name in Casebook. We suggest using a standard naming convention for your organization.
Case Type (required) - This is category of case. This is a drop down list and the values can be edited in Admin.
Case Status (required) - This is the status of the case. This is a drop down list and the values can be edited in Admin.
County - This is the county or other location information for the case record. This is a drop down list and the values can be edited in Admin.
Legacy Case ID - This is a free text field where you can record any additional identification information.
Overall Goals (required) - This is a free text area where you can capture large amounts of data. We suggest using this space to record information that may not fit into other fields.
