Connect Docugami and Storydoc
Integrate Docugami with Storydoc to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Personalized Story Version in Storydoc when Create Project in Docugami
List Stories from Storydoc when Create Project in Docugami
Get Story Details from Storydoc when Create Project in Docugami
Generate a new story from a prompt with Storydoc when Create Project in Docugami
Create Personalized Story Version in Storydoc when Create Docsets in Docugami
Popular Docugami + Storydoc flows
Start from a real workflow other teams are already running.
Choose a trigger
Docugami
When this happens...
Create Project
Create Docsets
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 Create Project in Docugami
Use this flowList Stories from Storydoc when Create Project in Docugami
Use this flowGet Story Details from Storydoc when Create Project in Docugami
Use this flowGenerate a new story from a prompt with Storydoc when Create Project in Docugami
Use this flowCreate Personalized Story Version in Storydoc when Create Docsets in Docugami
Use this flowList Stories from Storydoc when Create Docsets in Docugami
Use this flowGet Story Details from Storydoc when Create Docsets in Docugami
Use this flowGenerate a new story from a prompt with Storydoc when Create Docsets in Docugami
Use this flowSupported Triggers & Actions
Everything you can automate between Docugami and Storydoc.
When this happensTriggers
A trigger is an event that starts a workflow.
Create Project
Triggers when new projects are created within the selected time interval.
Create Docsets
Triggers when new docsets are created within the selected time interval.
Do thisActions
Action is the task that follows automatically within your Docugami integrations.
Create a docset
Create a docset in Docugami.
Create a project
Create a Project in Docugami.
Publish a project
Publish a project in Docugami.
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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AI will build it for you
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 Docugami
Enhance your document engineering processes with Docugami's specialized AI tools designed to transform how your business creates and understands documents.
Learn more
About 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 moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Docugami 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 Docugami 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 Docugami triggers actions in Storydoc, and a separate workflow where Storydoc triggers actions in Docugami. 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 Docugami and Storydoc. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Docugami 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.
