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Zocks Integrations

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AI Assistants

Put Zocks to work with AI and enterprise-grade automation

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Start free with email
Start free with email
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  • No-code AI automation
  • Full audit trails and controls
  • SOC 2 and GDPR compliant
  • Easy visual workflow builder
  • 8,000+ apps, 450+ AI tools
  • Free tier available
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Integrate Slack with ZocksIntegrate Slack with Zocks
Slack
Team Chat
Integrate Asana with ZocksIntegrate Asana with Zocks
Asana
Project Management
Integrate Docusign with ZocksIntegrate Docusign with Zocks
Docusign
AI Document Extraction, Signatures
Integrate Airtable with ZocksIntegrate Airtable with Zocks
Airtable
Databases
Integrate LeadConnector with ZocksIntegrate LeadConnector with Zocks
LeadConnector
Marketing Automation
Integrate Salesforce with ZocksIntegrate Salesforce with Zocks
Salesforce
CRM (Customer Relationship Management)
Integrate ActiveCampaign with ZocksIntegrate ActiveCampaign with Zocks
ActiveCampaign
Marketing Automation
Integrate Microsoft Excel with ZocksIntegrate Microsoft Excel with Zocks
Microsoft Excel
Microsoft, Spreadsheets
Integrate Microsoft To Do with ZocksIntegrate Microsoft To Do with Zocks
Microsoft To Do
Microsoft, Task Management
Integrate Slack with ZocksIntegrate Slack with Zocks
Slack
Team Chat
Integrate Asana with ZocksIntegrate Asana with Zocks
Asana
Project Management
Integrate Docusign with ZocksIntegrate Docusign with Zocks
Docusign
AI Document Extraction, Signatures
Integrate Airtable with ZocksIntegrate Airtable with Zocks
Airtable
Databases
Integrate LeadConnector with ZocksIntegrate LeadConnector with Zocks
LeadConnector
Marketing Automation
Integrate Salesforce with ZocksIntegrate Salesforce with Zocks
Salesforce
CRM (Customer Relationship Management)
Integrate Slack with ZocksIntegrate Slack with Zocks
Slack
Team Chat
Integrate Asana with ZocksIntegrate Asana with Zocks
Asana
Project Management
Integrate Docusign with ZocksIntegrate Docusign with Zocks
Docusign
AI Document Extraction, Signatures
Integrate Airtable with ZocksIntegrate Airtable with Zocks
Airtable
Databases
Integrate LeadConnector with ZocksIntegrate LeadConnector with Zocks
LeadConnector
Marketing Automation
Integrate Salesforce with ZocksIntegrate Salesforce with Zocks
Salesforce
CRM (Customer Relationship Management)
Integrate ActiveCampaign with ZocksIntegrate ActiveCampaign with Zocks
ActiveCampaign
Marketing Automation
Integrate Microsoft Excel with ZocksIntegrate Microsoft Excel with Zocks
Microsoft Excel
Microsoft, Spreadsheets
Integrate Microsoft To Do with ZocksIntegrate Microsoft To Do with Zocks
Microsoft To Do
Microsoft, Task Management

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  • Send Slack messages when new meeting summaries are created in Zocks

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    • Zocks logo
    • Slack logo
    Zocks + Slack

  • Create Docusign draft signature requests when new meeting summaries are created in Zocks

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    • Zocks logo
    • Docusign logo
    Zocks + Docusign

  • Send channel messages in Slack for new tasks created in Zocks

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    • Zocks logo
    • Slack logo
    Zocks + Slack

  • Send Slack messages when new meeting summaries are created in Zocks

    Details
    Try it
    • Zocks logo
    • Slack logo
    Zocks + Slack

  • Create Docusign draft signature requests when new meeting summaries are created in Zocks

    Details
    Try it
    • Zocks logo
    • Docusign logo
    Zocks + Docusign

  • Send channel messages in Slack for new tasks created in Zocks

    Details
    Try it
    • Zocks logo
    • Slack logo
    Zocks + Slack

      • Supported triggers and actions

      Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

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        Instant
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        • User level
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        Trigger
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        • User level
          Required
        Trigger
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      • Zocks triggers, actions, and search
        Task Created

        Triggers when a new task is created in Zocks.

        Trigger
        Instant
        Try It

      Zocks Help & Support

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      About Zocks
      Zocks is an AI Assistant for financial advisors.
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      AI Assistants

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