When something happens in Casebook, sync it to Google Forms (Legacy).

When a new trigger or update occurs in Casebook, automatically record and sync the relevant details as a new response in Google Forms.

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See all Casebook + Google Forms (Legacy) integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Casebook Explore Casebook →

Triggers

New lead created

Fires when a new lead or contact is created in Casebook.

Deal stage changed

Fires when a deal moves to a new stage in Casebook.

Deal won

Fires when a deal is marked won in Casebook.

Contact updated

Fires when a field on a contact changes in Casebook.

Actions

Create or update contact

Creates or updates a contact in Casebook.

Create deal

Creates a new deal in Casebook.

Update deal stage

Moves a deal to a new stage in Casebook.

Log activity

Logs a call, email, or note against a record in Casebook.

Google Forms (Legacy) Explore Google Forms (Legacy) →

Triggers

New form response

Fires when a form is submitted in Google Forms (Legacy).

Survey completed

Fires when a respondent finishes a survey in Google Forms (Legacy).

Response updated

Fires when an existing response is edited in Google Forms (Legacy).

Actions

Create or update form

Creates or updates a form or survey in Google Forms (Legacy).

Retrieve a response

Looks up a specific form response in Google Forms (Legacy).

Add a respondent

Adds a respondent or contact to a form in Google Forms (Legacy).

Convert form responses into CRM contacts When a prospect submits a new form response in Google Forms (Legacy), automatically create or update their contact profile in Casebook. See details

Send customer feedback surveys on closed deals When a deal is marked won in Casebook, automatically add the customer as a respondent in Google Forms (Legacy) to gather post-sale feedback. See details

Log survey feedback directly to CRM activity logs When a customer completes a survey in Google Forms (Legacy), automatically log the activity under their profile in Casebook so reps see customer sentiment. See details

See all Casebook + Google Forms (Legacy) integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “When something happens in Casebook, sync it to Google Forms (Legacy).” between Casebook and Google Forms (Legacy)?

Yes — describe it in the box above and Knit's Integrations Agent researches Casebook and Google Forms (Legacy)'s public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

Can form submissions automatically create deals in Casebook?

Yes, inbound responses from Google Forms (Legacy) can instantly generate new lead records or deals in Casebook without manual data entry.

Can I send survey invitations based on deal updates in Casebook?

Yes, when a deal is won or updated in Casebook, you can automatically add the contact as a respondent in Google Forms (Legacy) to collect feedback.