Automate admin, start workflows with a click, and keep your client records accurate and compliant with Zocks’ effortless, fully customizable Redtail integration.
Follow the instructions in this Redtail guide to enable the Zocks integration:
Zocks × Redtail: Integration Guide
Keep your client records accurate, compliant, and automate admin with the Zocks and Redtail integration
Updated over 3 weeks ago