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Integrate Zapier with Zocks
Turn every conversation into automated action across 8,000+ apps
Zocks captures life-changing moments from client conversations and instantly triggers your marketing, task management, and document signing workflows through Zapier.
Your clients' lives are changing. Your systems aren't keeping up.
Home purchases, new babies, early retirement – these “money-in-motion” moments are buried in meeting notes and lost to manual follow-up.
Traditional meeting tools just log that a call happened and give you a transcript. They don't tell your systems what important events happened and what to do next.
Zocks changes that. We detect Client Signals – life events, milestones, and opportunities – and use them to drive actions across your entire tech stack through Zapier. Every conversation becomes a future catalyst, not just a record.
What can you do with Zocks + Zapier?
Connect Zocks to the tools you already use with Zapier and turn every client conversation into automated action. Here's how advisors are using it:
Never miss a life event
Client mentions buying a house? Notify your tax specialist in Slack, create an Asana task to update their financial plan assumptions, and trigger a housewarming gift through Sendoso.
Automate compliance & paperwork
The moment a meeting ends, Zocks can trigger document preparation, compliance logging, and client follow-up tasks — all automated for you.
Delight clients at every milestone
When Zocks detects a marriage, retirement, or graduation, automatically trigger a handwritten card, a congratulatory gift, or a scheduling link for a planning review.
What automation triggers are available
Standard meeting events
Meeting prep created: Triggers when a meeting prep is automatically created
Meeting completed: Triggers the moment a call ends
Meeting summary available: Triggers once Zocks processes the conversation
Task generated: Pushes action items to external tools
Client signals (the intelligence layer)
Referral detected; contact information, timing, referrer
Life or business event detected; marriage, birth, health update, etc.
Career change detected; job change, retirement, etc.
Asset event detected; home purchase, account opening, etc.
Zocks is my monkey in the middle... We've all lost a client at some point because we forgot to do something. We're human, we're fallible. This allows us to keep our promises in an incredibly efficient way.
Neal Slafsky
Managing Director, Head Office | Osaic
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Zocks seamlessly integrates with your tech stack
Categories
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Zoom
Capture and access meeting prep, client insights, and task management live from Zoom meetings.
Coming Soon
Native Experience
Meeting
Microsoft Teams
Integrated directly with Teams to support efficient collaboration and smart meeting insights—all in one workspace.
Coming Soon
Native Experience
Meeting
Wealthbox
Keep client records updated effortlessly with seamless note syncing and task automation.
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CRM
Google Meet
Easily sync with your calendar and meetings while your AI assistant handles notes and action items in real time.
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Meeting
Salesforce
Automate workflows, sync meeting insights, and enhance client engagement with two-way data sync from Salesforce.
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Native Experience
CRM
Ring central
Manage video calls and phone meetings with built-in AI support for summaries, transcripts, and follow-ups.
Coming Soon
Native Experience
Meeting
Redtail
Capture detailed notes and action items directly into Redtail for streamlined client management.
Coming Soon
Native Experience
CRM
Goto Connect
Bring together video and voice with smart assistance—automate scheduling, join calls, and capture key points with ease.
Coming Soon
Native Experience
Meeting
Practifi
Power your advisory workflows with intelligent note-taking and real-time data syncing.
Coming Soon
Native Experience
CRM
Zoom Phone
Enable AI-powered call handling and smart summaries directly through your Zoom Phone conversations—perfect for busy client calls.
Coming Soon
Native Experience
Meeting
XLR8
Ensure accurate, up-to-date client records with automated meeting summaries and follow-ups.
Coming Soon
Native Experience
CRM
Teams Phone
Integrate AI assistance into Teams calls to automatically capture insights, action items, and key moments during every conversation.
Coming Soon
Native Experience
Meeting
Zoho
Simplify client interactions by syncing meeting notes and tasks directly into Zoho CRM.
Coming Soon
Native Experience
CRM
Intulse
Zocks provides full 360-degree coverage for phone meetings and easy configuration for phone group calls.
Coming Soon
Native Experience
Meeting
HubSpot
Automate your workflows and client data management with Zocks' Hubspot integration.
Coming Soon
Native Experience
CRM
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Webex
Connect Zocks with Webex for a more productive and efficient client meeting experience.
Coming Soon
Native Experience
Meeting
SmartOffice
Keep your team in sync and stay compliant with auto-synced notes, field-level client data, and intelligent task delegation.
Coming Soon
Native Experience
CRM
Outlook Calendar
Sync your meetings effortlessly with Outlook Calendar to stay on top of your schedule and never miss an important client conversation.
Coming Soon
Native Experience
Calendar
Mobile
Support mobile conversations with AI that joins, records, and summarises calls—keeping your meetings productive anywhere you go.
Coming Soon
Native Experience
Meeting
Microsoft Dynamics 365
Auto-syncs meeting notes, client data, and tasks while pulling relevant information from your CRM.
Coming Soon
Native Experience
CRM
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AdvisorEngine
Save meeting summaries, assign tasks, and update contacts instantly with Zocks’ AdvisorEngine integration.
Coming Soon
Native Experience
CRM
eMoney
Automatically fill out Facts, update a client’s financial plan, reply to client emails & more.
Coming Soon
Native Experience
Financial Planning
Google Calendar
Automatically track and organize your meetings with Google Calendar integration, ensuring seamless scheduling and timely follow-ups.
Coming Soon
Native Experience
Calendar
Microsoft Outlook
Automate email replies, access client insights, update client records, and manage tasks directly from Outlook.
Coming Soon
Native Experience
Email
Landline
Bring AI capabilities to your traditional landline, with hands-free call logging, notes, and summary generation built in.
Coming Soon
Native Experience
Meeting
RightCapital
Easily sync 200+ fields from conversations to RightCapital. Deliver plans faster than ever so you can close more prospects and onboard clients quickly.
Coming Soon
Native Experience
Financial Planning
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LeadCenter.ai
Automate lead follow-ups and ensure client data stays perfectly in sync across your advisory tools.
Coming Soon
Native Experience
CRM
CRM-based calendar
Keep all your client meetings in one place with direct integration into your CRM’s calendar, ensuring accurate scheduling and streamlined workflows.
Coming Soon
Native Experience
Calendar
Gmail
Send and sync emails with a click, and update contacts and tasks from emails with Zocks' Gmail integration.
Coming Soon
Native Experience
Email
Shared Landline
Ideal for team-based or shared setups—AI listens, extracts highlights, and delivers summaries accessible to the entire team.
Coming Soon
Native Experience
Meeting
Zapier
Automatically trigger workflows after every client conversation, connecting Zocks to 8,000+ apps.
Coming Soon
Native Experience
Automation
Holistiplan
Connect Holistiplan’s advanced tax analysis with Zocks to gain instant access to the tax data and insights you need to turn every client interaction into a planning opportunity.
Coming Soon
Native Experience
Tax Planning
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You'll have full access to the Zocks platform, with help from our team, to make sure you get the most out of your experience.
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