Case Management & Intake AutomationPurpose
1.2. Enables automated routing to case managers or intake coordinators based on risk, location, or other pre-defined logic.
1.3. Ensures rapid, confidential intake to facilitate access to abuse treatment resources.
1.4. Automates pre-screening for eligibility, prior history, and potential urgency.
1.5. Reduces manual entry and administrative workload, mitigating errors and accelerating response time.
1.6. Automates data integration into EHR, case management, or reporting systems for immediate action.
1.7. Automates notifications, tasks, and recordkeeping for compliance and documentation.
Trigger Conditions
2.2. API call from partner healthcare/provider systems.
2.3. New record created in CRM or case database.
2.4. SMS or email containing client information received.
2.5. Intake phone call transcribed and entry detected by speech-to-text automation.
2.6. Scheduled batch import from third-party referral agencies.
2.7. Data upload from secure portals/partner organizations.
Platform Variants
• Feature/Setting: Webhook POST on form submission; configure to automator endpoint.
3.2. Typeform
• Feature/Setting: Integrate ‘Connect’ API for real-time submission automation.
3.3. Google Forms
• Feature/Setting: Apps Script‘onFormSubmit’ trigger to automate push to backend API.
3.4. Microsoft Forms
• Feature/Setting: Power Automate + HTTP action for automated data routing.
3.5. Salesforce
• Feature/Setting: Process Builder automation on new ‘Intake__c’ object; outbound message to automator URL.
3.6. HubSpot
• Feature/Setting: Workflow trigger on ‘Form Submission’; Webhook action to automator layer.
3.7. Zoho CRM
• Feature/Setting: Workflow Rules + Webhook for automated intake submission processing.
3.8. Formstack
• Feature/Setting: Formstack Webhooks to custom automator flow for parsing and routing.
3.9. Airtable
• Feature/Setting: Airtable Automations; ‘When record created’ triggers webhook to intake processor.
3.10. Smartsheet
• Feature/Setting: Automated workflows; row added triggers webhook for further automation.
3.11. Cognito Forms
• Feature/Setting: Webhook on submission; automate to secure intake processor.
3.12. Trello
• Feature/Setting: Butler Automation; card created with specific label triggers webhook execution.
3.13. Zendesk
• Feature/Setting: Trigger on ticket with “Intake” tag; use HTTP target for external posting.
3.14. ServiceNow
• Feature/Setting: Flow Designer; intake record created—automate with REST API call for workflow intake.
3.15. Slack
• Feature/Setting: Slash command or Workflow Builder automation hooks to automator endpoint.
3.16. Twilio
• Feature/Setting: SMS received Webhook to automate intake record creation and triage.
3.17. SendGrid
• Feature/Setting: Inbound Parse Webhook, automate email intake form parsing and forwarding.
3.18. DocuSign
• Feature/Setting: Completed envelope Webhook triggers automator for confidential intake submission.
3.19. Monday.com
• Feature/Setting: Automate with “Item Created” automation; HTTP action for data hand-off.
3.20. Asana
• Feature/Setting: Rule triggers on new task with ‘Intake Form’ custom field; automates webhook call.
3.21. Power Automate
• Feature/Setting: Automated flow; HTTP Request trigger configured for any intake submission event.
3.22. BambooHR
• Feature/Setting: Webhook on “New Employee”; automate intake processing for internal referrals.
Benefits
4.2. Automates error reduction by removing manual data handling.
4.3. Provides automated, auditable intake documentation for regulatory compliance.
4.4. Enables staff to focus on care delivery, not data entry, through automation.
4.5. Improves confidentiality by automating secure transmission of sensitive data.
4.6. Automates reminders, escalations, and follow-ups to avoid intake bottlenecks.
4.7. Enhances service delivery speed through consistent automated intake processing.
4.8. Supports 24/7 availability, automating round-the-clock new client onboarding.