Skip to main content

Zapier Integration

How to Connect Zocks to Zapier and Create Zaps

Updated this week

What can I do with the Zapier integration?

You can connect Zocks to 8,000+ apps with our Zapier integration. Automate workflows between Zocks and your entire tech stack so you can scale your practice without adding manual work. Connect marketing tools, task management platforms, document signing services, and more to create workflows that run themselves.

What do I need before I start?

Subscription Requirements

Make sure you're on an Ultimate subscription plan to access the Zapier feature. If you're currently on a Professional plan, you can launch an Ultimate trial (while continuing to pay only for Pro) and experience the Zapier integration as well as all other Ultimate features. Go to Plan and Start Free Trial.

User Permissions

You must be an Account Owner or Administrator to set up the Zapier integration.

Important: For privacy protection purposes, the Zapier integration can only be enabled at the account level by users with admin rights. This prevents users without admin privileges from sharing sensitive information from Zocks to third-party applications. Once enabled, the integration applies to the entire account.

How do I connect my Zocks account to Zapier?

Unlike most systems you can connect with Zocks, you won't find Zapier on Zocks' Integrations page. The connection needs to be initiated from Zapier.
​

Steps to connect:

  1. Go to Zapier and log into your account

  2. Start creating a Zap by clicking Create > Zaps

  3. Click on the first rectangle labeled Trigger to set up Zocks (Zocks will always be your trigger that kicks off workflows in other systems)

  4. Search for "Zocks" in the app list

  5. On the right-hand side under Account, click Sign in
    ​

  6. Follow the steps to authenticate with your Zocks credentials

That's it! You're now connected to Zocks!

What can I set up Zaps for?

The following Zocks events can trigger automations in Zapier:
​

Meeting Events:

  • Meeting Finished

  • Meeting Summary Created

  • Task Created

  • Meeting Preparation Generated

Client Signals:
​
Zocks automatically identifies and captures key life and business events discussed in client conversations, enabling you to create opportunities and trigger workflows without manual effort. Learn more about Client Signals here!

How do I set up a workflow in Zapier?

After connecting your Zocks account in Zapier:

  1. Select your Trigger Event (choose from the events listed above)

  2. Click Continue

  3. Set User Level to False

  4. Click Continue again to test your trigger using preset sample data. This will show you all the data fields from Zocks that are available to use in your workflow.
    ​Note: The data shown during testing is not coming from your Zocks account - it's preset to test the trigger and show you what data is available.

  5. Click Continue again and select your Action app (the application you want Zapier to trigger when it receives the configured event from Zocks). This can be anything from Asana and Monday.com to Sendoso. For general questions about using Zapier and setting up Actions, please refer to the Zapier feature guides.
    ​

  6. In the Action step, you'll be able to use the entire content from the Zocks trigger event to configure your action


    ​

  7. Once your Action setup is finished, click Continue, then click Test step. This will run a test of your action using the sample trigger data.

  8. If the test is successful and you're satisfied with the result, click Publish to activate your Zap!

Did this answer your question?