Full list

Supported Triggers & Actions

Everything you can automate between Pitchit and Storydoc.

When this happensTriggers

A trigger is an event that starts a workflow.

When a new pitch is created

When a new pitch is created

Runs the workflow automatically when a new pitch is created in Pitchit.

When a meeting is booked

When a meeting is booked

Runs the workflow automatically whenever a meeting is booked in the account.

When a lead's priority changes

When a lead's priority changes

Runs the workflow automatically whenever any lead's priority is changed.

When a lead's insights are updated

When a lead's insights are updated

Runs the workflow automatically whenever any lead's insights are updated in the account.

Request a new Trigger for Pitchit

Do thisActions

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

Add Lead to Pitchit

Add Lead to Pitchit

Adds a new lead to Pitchit and assigns them to the selected campaign.

Create Personalized Story Version

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

List stories in your organization, optionally filtering by status (Draft, Live, or Archived).

Get Story Details

Get Story Details

Show details for a specific story template, including status, preview link, creation date, and all configured dynamic variables.

Generate a new story from a prompt

Generate a new story from a prompt

Turn a natural-language prompt into a publish-ready, on-brand presentation using brand colors, fonts, and logo from the company website, and return a shareable live URL in 30–90 seconds.

Update Story Version

Update Story Version

Update a story version’s personalization, products, access, and branding. Enable Force Update to overwrite manual edits.

Request a new Action for Pitchit
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.

Trusted by Thousands. Recognized by the Best.

Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.

Workflow: Auto Close Inactive viaSocket Connections
YOU
◆AI Workflow Builder

From idea to automation.
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.

No coding required|Review before publishing|Works with 2,300+ apps
Create with AI

Need help building your workflow?

Get help instantly from AI or reach out to our support team.

viaSocket Support

We're here to help

Online
Support agent
What can I help you with?
How can I set trigger?
10:30 AM ✓

Instant answers

AI assistant available 24/7

Expert support

Connect with our specialists

Trusted & secure

Your data is safe with us

Start automating Pitchit and Storydoc free

No credit card required. Set up your first workflow in minutes.

Integrations Pitchit
Pitchit + Storydoc
Pitchit logo

About Pitchit

Pitchit is an innovative AI-driven platform designed to enhance your pitching skills and presentations. It leverages advanced AI tools to provide feedback, suggestions, and improvements for your pitches, ensuring you deliver compelling and effective presentations every time.

Learn more
Integrations Storydoc
Storydoc + Pitchit
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.

Learn more

Frequently Asked Questions

How do I connect Pitchit and Storydoc?

Sign up for a free viaSocket account, then authorize both your Pitchit 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 Pitchit 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 Pitchit 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 Pitchit triggers actions in Storydoc, and a separate workflow where Storydoc triggers actions in Pitchit. 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 Pitchit 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 Pitchit 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.