Connect CallTrackingMetrics and Storydoc
Integrate CallTrackingMetrics with Storydoc to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Personalized Story Version in Storydoc when New Call Starts in CallTrackingMetrics
List Stories from Storydoc when New Call Starts in CallTrackingMetrics
Get Story Details from Storydoc when New Call Starts in CallTrackingMetrics
Generate a new story from a prompt with Storydoc when New Call Starts in CallTrackingMetrics
Create Personalized Story Version in Storydoc when Call Ends in CallTrackingMetrics
Popular CallTrackingMetrics + Storydoc flows
Start from a real workflow other teams are already running.
Choose a trigger
CallTrackingMetrics
When this happens...
New Call Starts
Call Ends
Choose an action
Storydoc
Automatically do this!
Create Personalized Story Version
List Stories
Get Story Details
Generate a new story from a prompt
Create Personalized Story Version in Storydoc when New Call Starts in CallTrackingMetrics
Use this flowList Stories from Storydoc when New Call Starts in CallTrackingMetrics
Use this flowGet Story Details from Storydoc when New Call Starts in CallTrackingMetrics
Use this flowGenerate a new story from a prompt with Storydoc when New Call Starts in CallTrackingMetrics
Use this flowCreate Personalized Story Version in Storydoc when Call Ends in CallTrackingMetrics
Use this flowList Stories from Storydoc when Call Ends in CallTrackingMetrics
Use this flowGet Story Details from Storydoc when Call Ends in CallTrackingMetrics
Use this flowGenerate a new story from a prompt with Storydoc when Call Ends in CallTrackingMetrics
Use this flowSupported Triggers & Actions
Everything you can automate between CallTrackingMetrics and Storydoc.
When this happensTriggers
A trigger is an event that starts a workflow.
New Call Starts
Runs when a new call starts.
Call Ends
Runs when a call ends.
Do thisActions
Action is the task that follows automatically within your CallTrackingMetrics integrations.
Create Contact List
Creates a new contact list.
Send SMS
Sends an SMS message from your account to a specified phone number.
List Tracking Numbers
Lists tracking numbers with optional filters for number or name.
Create Personalized Story Version
Create a personalized version of a story template using recipient, branding, product, and gated-content details, and get its unique shareable link.
List Stories
List stories in your organization, optionally filtering by status (Draft, Live, or Archived).
Get Story Details
Show details for a specific story template, including status, preview link, creation date, and all configured dynamic variables.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About CallTrackingMetrics
Provides call tracking, dynamic number insertion, routing, recording, and multi-channel attribution to connect calls, texts, chats, and form fills to the marketing sources that drove them. Offers conversation intelligence (AI-driven transcription and analytics), a softphone, developer APIs, and native integrations (Google Ads, HubSpot, Salesforce) to sync call data across stacks.
Learn moreAbout Storydoc
Storydoc is an AI-native platform for creating interactive business documents and presentations—think pitch decks, proposals, reports, one-pagers, and more. It combines AI-assisted creation with personalization at scale (from live CRM data), deep engagement analytics, collaboration, and centralized brand control. Teams use Storydoc to replace static PDFs with on-brand, trackable experiences that boost conversions and speed up deal cycles.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your CallTrackingMetrics and Storydoc accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between CallTrackingMetrics and Storydoc as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Storydoc. No coding required.
Yes. You can set up a workflow where CallTrackingMetrics triggers actions in Storydoc, and a separate workflow where Storydoc triggers actions in CallTrackingMetrics. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between CallTrackingMetrics and Storydoc. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire CallTrackingMetrics and Storydoc integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
