Zocks and Salesflare
How to connect Zocks
- Via Zapier — 27 operations available. Set it up ↗
What you can automate
- When meeting Summary Created in Zocks, create meeting, then create call in Salesflare.
- When meeting Prep Created in Zocks, create meeting, then create call in Salesflare.
- When task Created in Zocks, create task in Salesflare.
About Zocks
Zocks is an AI Assistant for financial advisors.
Zocks operations on Zapier
Triggers (27)
Start a workflow when this happens
- Business Start — Triggers when starting a new business affects income and risk, while also creating important planning opportunities around succession and exit strategy.
- Child Birth — Triggers when a child birth significantly affects a client's household and serves as an important opportunity to reassess their financial plan.
- Children Starting College — Triggers when the the children of the client starting college can impact the household's life and financial planning.
- Decision Made — Triggers when a decision made during the meeting can prompt action from the advisor or the client.
- Divorce — Triggers when a divorce significantly affects a client's household and serves as an important opportunity to reassess their financial plan.
Show 22 more triggers
- Family Member Health Issue — Triggers when a health issue of a family member can impact the client's life, creating the need for additional financial and insurance planning.
- Future Meeting — Triggers when a future meeting is discussed in the meeting.
- Health Issue — Triggers when a health issue can impact the client's life, creating the need for additional financial and insurance planning.
- Hobby — Triggers when a hobby of the client is detected, presenting the opportunity to build rapport with them.
- Inheritance — Triggers when an inheritance can materially impact a client's financial picture, creating the need to reassess goals, tax considerations, and long-term planning.
- Interest — Triggers when an interest of the client is detected, creating the opportunity to build rapport with them.
- Job Change — Triggers when changing jobs affects income, and serves as an important opportunity to reassess their financial plan.
- Marriage — Triggers when a marriage significantly affects a client's household and serves as an important opportunity to reassess their financial plan.
- Meeting Finished — Triggers when a Meeting finished in Zocks.
- Meeting Prep Created — Triggers when a new Meeting Prep is created
- Meeting Summary Created — Triggers when a new Meeting Summary created in Zocks.
- Membership — Triggers when a (club, group, association, etc.) membership of the client is detected, creating the opportunity to build rapport with them.
- Moving — Triggers when the client moving creates the need to update their address and other personal data.
- Pet Detected — Triggers when a pet of the client is detected, creating the opportunity to build rapport with them based on this information.
- Property Purchase — Triggers when purchasing property is a major financial milestone that impacts cash flow, debt, and long-term goals, prompting a timely review of the client's financial plan.
- Property Sale — Triggers when selling property is a major financial milestone that impacts cash flow, debt, and long-term goals, prompting a timely review of the client's financial plan.
- Referral — Triggers when the client refers or plans to refer the financial advisor, creating the possibility to follow up on a potential new client.
- Religion Detected — Triggers when a religious affiliation of the client is detected, creating the opportunity to build rapport with them based on this information.
- Retirement — Triggers when the client's retirement can fundamentally impact their lives, creating the need for financial and tax planning.
- Task Created — Triggers when a new task is created in Zocks.
- Traveling — Triggers when the client traveling creates an opportunity to build rapport or send them personalized messages.
- Widowing — Triggers when a widowing significantly affects a client's household and serves as an important opportunity to reassess their financial plan.
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