Full list

Supported Triggers & Actions

Everything you can automate between Guidebook and Storydoc.

When this happensTriggers

A trigger is an event that starts a workflow.

New Guide

New Guide

Trigger when a new guide is created.

New Attendee(s)

New Attendee(s)

Trigger when a new new attendee is created.

New Menu Item

New Menu Item

Trigger when new menu item is created.

New Custom List

New Custom List

Trigger when a new custom list is created.

New Custom List Item(s)

New Custom List Item(s)

Trigger when a new custom list item(s) created

New Session

New Session

Trigger when a new session is created.

Request a new Trigger for Guidebook

Do thisActions

Action is the task that follows automatically within your Guidebook integrations.

Update a Guide

Update a Guide

Update an existing guide

Create a Custom List Item

Create a Custom List Item

Creates a Custom List Item for your Guide.

Create a Custom List

Create a Custom List

Creates a custom list on your guide.

Create Menu Item

Create Menu Item

Menu Items link features in builder and app to guides.

Create Attendees

Create Attendees

This endpoint will create an Attendee that is owned by your Account

Connect Item to Main Custom List

Connect Item to Main Custom List

Links a Custom List Item to its parent Custom List.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations Guidebook
Guidebook + Storydoc
Guidebook logo

About Guidebook

Guide Book is a comprehensive digital platform that provides tools for creating mobile guides and personalized content delivery, helping organizations engage their audiences effectively.

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Integrations Storydoc
Storydoc + Guidebook
Storydoc logo

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.

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Frequently Asked Questions

How do I connect Guidebook and Storydoc?

Sign up for a free viaSocket account, then authorize both your Guidebook 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.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Guidebook and Storydoc as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Guidebook to Storydoc?

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.

Can the integration run in both directions?

Yes. You can set up a workflow where Guidebook triggers actions in Storydoc, and a separate workflow where Storydoc triggers actions in Guidebook. Both run independently and in real time.

What happens if a step in the workflow fails?

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.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Guidebook and Storydoc. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Guidebook 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.