Integrations / CRM / Casebook / Create an Intake Report with New Submission

Create intake reports on Casebook with new submissions

Automatically generate intake reports on Casebook with Jotform's seamless integration. With this automation, new submissions from Jotform will be instantly used to create intake reports on Casebook, streamlining your human and social services workflow.

Generate Casebook intake reports with Jotform submissions

Utilize Jotform submissions to create intake reports on Casebook. This integration ensures that new submissions received through Jotform are efficiently utilized to generate intake reports on Casebook.

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When this happens...

New Submission

A user submits a new form submission

Casebook

Do this!

Create an Intake Report

An intake report is created on Casebook

Integrate with Casebook