DeepVest Help

Connect Zocks to DeepVest

Zocks transcribes and summarizes your client meetings. Once connected, DeepVest pulls those AI summaries into each client's record, so a meeting sits next to the portfolio, notes, and everything else you know about that client. This guide covers enabling the integration in Zocks, connecting it from DeepVest, and where the notes appear.

Part A · 2 steps · in Zocks

Enable the DeepVest integration in Zocks

Done once, by a Zocks account owner or administrator, before anyone connects from DeepVest.

Open the DeepVest app in Zocks

As a Zocks account owner or administrator, log into Zocks. Navigate to Integrations > Apps > Partner > DeepVest and select Enable.

If you see a lock icon and a message that reads "This app isn't available for you. Contact your admin to get access.", please contact your Zocks Account Administrator to enable the integration option.

Zocks Integrations page showing the DeepVest partner app with an Enable button — A1|The DeepVest partner app in Zocks, ready to enable.

Choose who can connect

To continue, select which Zocks users should be able to connect their DeepVest accounts to Zocks and select Enable to finish. Review permissions as necessary.

Zocks dialog asking which roles can access DeepVest, with Cancel and Enable buttons — A2|Account owners and admins, or everyone at the firm.

Part B · 4 steps · in DeepVest

Connect Zocks in DeepVest

Done by the firm owner. The connection is firm-wide: once it is in place, every advisor's clients receive their meeting notes.

Open Integrations

Click your name at the bottom-left of the sidebar and choose Integrations.

DeepVest account menu open at the bottom-left with the Integrations item highlighted — B1|Integrations lives in the account menu.

Firm owners can also get there from Firm Command: open Firm in the top navigation, select the Hierarchy tab, and click Integrations on the right.

Firm Command with the Firm navigation tab, the Hierarchy tab, and the Integrations button highlighted — B1|Firm, then Hierarchy, then Integrations.

Select Zocks and connect

Under AI Assistant, select Zocks, then click Connect at the top right of the panel.

Integrations page with Zocks selected in the rail and the Connect button highlighted — B2|Zocks under AI Assistant, with Connect at the top right.

Authorize access on Zocks

You're taken to Zocks to approve the connection. Confirm you're signed in to the right Zocks account, review the read-only permissions (users, contacts, meetings, meeting templates), and approve. Zocks returns you to the Integrations page.

Zocks authorization page listing the permissions DeepVest requests — B3|DeepVest asks Zocks for read-only access.

Confirm the connection and sync

Zocks now shows Connected. Click Sync now to pull meeting notes immediately; syncs also run automatically afterward.

With Firm managedon, only the firm owner manages this Zocks connection; individual advisors can't connect their own.

Zocks pane showing Connected with the Sync now button highlighted — B4|Connected, with Sync now available.

Part C · 3 steps · in DeepVest

Make sure the client exists in DeepVest

Meeting notes attach to a client by email: the participant email on the Zocks meeting must match the client's email in DeepVest. If the client came in from your CRM, you're done. Otherwise add them by hand.

Open client settings

Select the Clients tab in the left sidebar, then click the gear icon next to Search clients.

Sidebar in the Clients view with the gear icon next to the search field highlighted — C1|The gear sits just right of the client search.

Choose Import Contacts

The Sync & Import panel opens. Scroll down and click Import Contacts.

Sync and Import panel with the Import Contacts option highlighted — C2|Import Contacts, below the sync cards.

Add the contact's details

Pick either method in the Import Contacts dialog:

CSV Upload: click or drag in a CSV or Excel file (up to 10MB). Columns are detected and mapped automatically.
Manual Paste: paste contacts as CSV, JSON, or plain text.

name,email,type
John Smith, [email protected], Person

Review the parsed contact, confirm the email, and click Import.

Use the same email address the contact uses in their Zocks meetings. This is what links their meeting notes.

Import Contacts dialog with CSV Upload and Manual Paste options — C3|CSV Upload on the left, Manual Paste on the right.

Result

Where the notes appear

Open the client's profile and select the AI Notetaker Notes tab. Zocks meetings whose participant email matches the client's email appear as AI-summarized notes, with a Sync now control to refresh on demand.

Result|A synced Zocks meeting on the AI Notetaker Notes tab, expanded to its AI summary.

Before|Before the first sync, or when no meeting matches the client's email, the tab is empty.

Troubleshooting

If notes don't appear

Three checks cover almost every case.

Check the email first.The client's email in DeepVest must exactly match the participant email on the Zocks meeting. A mismatch (a typo, an alternate address) is the most common reason notes don't link.
Trigger a sync. Click Sync nowon the Integrations page (step B4) or on the client's AI Notetaker Notes tab, then give it a moment to pull.
Confirm the Zocks meeting has an AI summary. Only meetings the Zocks AI notetaker summarized flow in.
Connect fails with "not available"? The integration has not been enabled in Zocks yet. Go back to Part A.