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

Create intake reports on Casebook with new submissions

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

Generate Casebook intake reports with Jform submissions

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

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When this happens...

신규 제출

A user submits a new form submission

Casebook

Do this!

Create an Intake Report

An intake report is created on Casebook

Casebook과(와) 통합