Zocks

Build your own integration on the Zocks API — set it up, configure access, get your credentials, and choose who can use it.

Create and manage your own app

Your Own App

Platform

Blog

About us

All features

Customer stories

Privacy

All integrations

Webinars

Contact support

Pricing

Zocks vs Jump

Product

Resources

Company

Zocks Website

Zocks Academy

Log in to Zocks

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

AI title

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, creators and topics for your company.

Insights

Top creators

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

You're not signed in on this browser. Sign in through this site's Messenger, then reload this page.

Sign in to view your company's tickets

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.

Reading along with you

Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.

Style guide

Article page title

Home hero title

English

Onboarding steps - make your Zocks journey more efficient

Get support from Zocks

Getting Started

Invite your AI Assistant to meetings and setup Event Filters

Prepare for meetings with the AI Assistant

Meeting Preparation

Capturing Meetings

How to integrate Zocks with meeting providers

How to integrate Zocks with Webex

Zoom meeting capture changes (effective March 2, 2026)

Live meetings in Zocks

Account specific vocabulary

Manage multi-language meetings

How to set up the Zoom Plugin

Virtual Meetings

Connect Zocks to phone calls

Zoom Phone integration

GoTo Connect integration

RingCentral integration

Auto-generate meeting titles for phone and uploaded meetings

Phone Calls

Ways you can utilize the AI Assistant

Explore features: Notepad, Comments, Results Explainer, Tasks and Rich Text

Meeting Workflows & Follow-up

Customize and manage Meeting Types and Templates

Meeting Types & Templates 

Manage meeting participants

Participants

Create a personalized follow-up email

Email management in Zocks

Linked emails

Follow-up & Email

Filter your meetings with Quick filters

Finding and Organizing Meetings

Integrations

Microsoft Exchange Calendar integration

How to set up the Outlook Add-in (plugin)?

Microsoft Exchange Mail integration

Calendar & Email

Redtail CRM integration with Zocks

HubSpot CRM integration with Zocks

AdvisorEngine CRM integration with Zocks

Practifi CRM integration with Zocks

SmartOffice CRM integration with Zocks

Wealthbox CRM integration with Zocks

CRM Deeplink Navigation from Zocks

eMoney Financial Planning integration with Zocks

RightCapital Financial Planning integration with Zocks

Conquest Planning Integration with Zocks

Holistiplan Tax Planning integration with Zocks

Wealth.com Estate Planning integration with Zocks

Financial, Tax & Estate Planning

Orion Portfolio Accounting & Reporting integration with Zocks

Black Diamond Wealth Platform integration with Zocks

Portfolio & Custodians

PreciseFP Forms & Onboarding integration with Zocks

Forms & Client Onboarding

SharePoint integration with Zocks

Box integration with Zocks

Egnyte integration with Zocks

Document Management

User Roles, Security & Compliance

Roles and user groups within Zocks

How team invites work

User management, off boarding

Team & Users

Set up two-factor (2FA) authentication

Tailor data retention policy

Security & Data

How to configure a Compliance Notice?

How to configure a Compliance Notice on phone calls?

Private meetings

How to set consent tracking

Compliance & Consent

Uploading your account logo

Account & Billing

Zocks in AI Tools 

Zocks MCP Server knowledge base

Zocks App Library

Getting Started with Zocks MCP

Connecting your AI Assistant

Use Cases, Prompts & Skills

Data Privacy & Security

Zapier Integration with Zocks

Workflow

Mobile Application

Manage meetings with the Zocks Mobile App

Using the past meetings list in the Mobile App

Meetings

Managing contacts and consent in the Mobile App

Contacts & Documents

Managing the Zocks Mobile App in Microsoft Intune

Admin & Security

Get started with Zocks Scheduling

Scheduling reminders

Redtail as your Scheduling calendar

Set up your Account booking page

Scheduling 