Connect Pennylane and Storydoc
Integrate Pennylane 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 Customer Invoice Created in Pennylane
List Stories from Storydoc when New Customer Invoice Created in Pennylane
Get Story Details from Storydoc when New Customer Invoice Created in Pennylane
Generate a new story from a prompt with Storydoc when New Customer Invoice Created in Pennylane
Create Personalized Story Version in Storydoc when New Customer in Pennylane
Popular Pennylane + Storydoc flows
Start from a real workflow other teams are already running.
Choose a trigger
Pennylane
When this happens...
New Customer Invoice Created
New Customer
New Product
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 Customer Invoice Created in Pennylane
Use this flowList Stories from Storydoc when New Customer Invoice Created in Pennylane
Use this flowGet Story Details from Storydoc when New Customer Invoice Created in Pennylane
Use this flowGenerate a new story from a prompt with Storydoc when New Customer Invoice Created in Pennylane
Use this flowCreate Personalized Story Version in Storydoc when New Customer in Pennylane
Use this flowList Stories from Storydoc when New Customer in Pennylane
Use this flowGet Story Details from Storydoc when New Customer in Pennylane
Use this flowGenerate a new story from a prompt with Storydoc when New Customer in Pennylane
Use this flowCreate Personalized Story Version in Storydoc when New Product in Pennylane
Use this flowList Stories from Storydoc when New Product in Pennylane
Use this flowSupported Triggers & Actions
Everything you can automate between Pennylane and Storydoc.
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer Invoice Created
Runs when new customer invoice is created
New Customer
Triggers when a new customer is created.
New Product
Triggers when a new product is created.
Do thisActions
Action is the task that follows automatically within your Pennylane integrations.
Create Customer
Creates a new individual customer.
Create a Product
Creates a new product in pennylane.
Update Customer
Update a customer.
Update Product
Update a product.
Create Estimate
Create a new estimate.
Create Company Customer
Creates a new company customer.
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 Pennylane
Pennylane centralizes all your cash flows and connects with your financial tools to ease and automate collaboration with your accountant.
Learn moreSimilar apps
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 more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Pennylane 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 Pennylane 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 Pennylane triggers actions in Storydoc, and a separate workflow where Storydoc triggers actions in Pennylane. 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 Pennylane and Storydoc. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Pennylane 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.
