Automate Zocks with Caddi
Built for finance teams.
Zocks listens to client meetings and structures what was said into notes, tasks, and data points. Caddi automates everything downstream of that so the rest of the firm's stack stays current.
Supported actions6
- Meeting summary readyTriggers when Zocks finishes structuring notes for a client meeting.
- Action item createdTriggers when Zocks extracts a follow-up task from a meeting.
- Client fact capturedTriggers when Zocks records a new or changed data point (goals, family, accounts).
- Fetch meeting summaryPull the structured summary, tasks, and data points for a meeting.
- Draft follow-up emailGenerate the client recap email from the meeting's action items.
- Sync to CRMPush the meeting notes and extracted facts to the connected CRM record.
Need something that isn't listed? Teach Caddi the step the way you'd teach a new hire and it gets built.
Automate Zocks by teaching Caddi like a new hire.
Walk Caddi through the Zocks work the way you'd train someone on their first day. It learns the job, builds a verified automation, and runs it for you every time. No code, no IT ticket, no brittle wiring.
- 1
Teach it the job
Walk Caddi through the Zocks task the way you'd onboard a new hire.
- 2
Caddi builds it
It writes verified code, tests it, and connects the rest of your stack.
- 3
It runs for you
The automation runs on demand, every time, with no model in the loop.
Wealthbox
What Caddi does with Zocks
Why teams automate Zocks
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 patternCaddi 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 patternCaddi 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 patternWhen 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 (and uses a secure, audited browser session when an API isn't available). 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.
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.