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Finance

Automate Zocks with Caddi AI Agents

Built for finance teams.

Yes, Caddi integrates with Zocks. It runs 8 supported actions in Zocks, including meeting summary ready, fetch meeting summary, and draft follow-up email, and connects it to Wealthbox, Practifi, and Salesforce. You show the workflow on a screenshare or describe it in chat, and change it in plain English as the work changes; Caddi builds it as verified code and runs it every time. No code, no IT ticket.

The differenceMost Zocks integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across Zocks and every tool it touches, each through its API.

Supported actions8
Contacts2
  • Get contactReads one external person associated with the Zocks account.
  • List contactsLists the external people associated with the Zocks account.
Meetings2
  • Get meetingReads one conversation Zocks has captured and analysed.
  • List meetingsLists conversations Zocks has captured and analysed.
Tasks2
  • Get taskReads one action item Zocks derived from meeting content.
  • List tasksLists action items Zocks derived from meeting content.
Users2
  • Get userReads one internal member of the Zocks account.
  • List usersLists the internal members of the Zocks account.

Need something that isn't listed? Teach Caddi the step the way you'd teach a new hire and it gets built.

Visit zocks.io

How to automate Zocks

  1. Connect Zocks to Caddi

    Allow

    1Sign in to Zocks

    One click with your own Zocks login. No API keys.

  2. Automate meeting notes to CRM in Zocks.

    Type it

    2Show or tell it

    Screenshare the job, or type it in chat. Change it any time.

  3. Running

    14 done1 for review

    3Watch it run

    Caddi does the work and flags anything unsure for review.

Integrations

Zocks integrations

Connect Zocks with any of the 200 other tools Caddi works with. Pick one to see what Caddi automates between them.

200 tools

The details

What Caddi does with Zocks

Why teams automate Zocks

Zocks listens to client meetings and structures what was said into notes, tasks, and data points. Caddi AI Agents automate everything downstream of that so the rest of the firm's stack stays current.

A good meeting summary still has to reach the CRM, the planning tool, and the client's inbox. Caddi takes each Zocks summary and routes the facts, tasks, and follow-ups to where the team actually works.

Loops Caddi runs against Zocks

  • Meeting notes to CRM

    Recommended pattern
    1. Zocks
    2. Wealthbox
    3. Microsoft Outlook

    Caddi takes the Zocks meeting summary, writes it to the household record, and updates any changed contact or account fields in Wealthbox.

  • Follow-up email and tasks

    Recommended pattern
    1. Zocks
    2. Practifi
    3. Gmail

    Caddi drafts the client recap from the Zocks action items, queues it for advisor approval, and opens the internal tasks in Practifi.

  • Planning data refresh

    Recommended pattern
    1. Zocks
    2. eMoney
    3. Salesforce

    When a client shares new goals or life changes in a meeting, Caddi pulls those facts from Zocks and updates the plan inputs in eMoney.

Where finance teams use it

  • Client onboarding & account opening

    Extract household, beneficiary, and account data from intake PDFs or forms and create the matching records in Zocks with no rekeying.

  • Meeting prep & follow-up

    Pull the right Zocks data ahead of every client meeting, generate the prep packet, and log notes, tasks, and follow-ups when the meeting ends.

  • Reporting & archiving

    Generate household, performance, or compliance PDFs, file them with the right Zocks metadata, and notify the advisor when the packet is ready.

  • Books, records & reconciliation

    Reconcile cash receipts, payments, and custodian feeds against Zocks, and write the audit-ready record back to the right account.

Questions about automating Zocks

Does Caddi have a real Zocks integration?

Yes. Caddi runs verified code against Zocks's official APIs. Every automation Caddi builds for Zocks is reviewed before it runs in production.

Do I need engineering help to automate Zocks with Caddi?

No. You demonstrate the workflow, clicking through Zocks the way you normally would, and Caddi turns it into a verified, repeatable automation. No code, no IT ticket, no Zapier-style wiring.

Is my Zocks data safe?

Caddi is SOC 2 attested. Our AI watches and builds the automation; once generated, it executes as deterministic code against Zocks, the same steps on every run, and any model step inside a run is scoped, logged, and reviewable.

Can Caddi connect Zocks to the rest of my stack?

That's the point. Most Caddi automations span 3-6 tools. For example: pulling data out of an email, updating Zocks, filing a document in cloud storage, and posting a confirmation in Slack or Teams. Every tool on the integrations page is fair game.

How do I find what to automate in Zocks?

Caddi Discover reads the activity in the tools you connect, read only, and ranks the repeated work worth automating with the evidence behind each finding. Unlike process mining, it does not stop at the insight: the person who does the work builds the automation in Caddi Automate, and Govern keeps every run and decision on the record.

Often automated alongside Zocks

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See it on your stack

Ready to automate Zocks?

Drop your work email and we'll show you Caddi running end-to-end against Zocks and the rest of your stack.