Integrate ProductPlan 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 Bar Appears on Roadmap in ProductPlan
List Stories from Storydoc when New Bar Appears on Roadmap in ProductPlan
Get Story Details from Storydoc when New Bar Appears on Roadmap in ProductPlan
Generate a new story from a prompt with Storydoc when New Bar Appears on Roadmap in ProductPlan
Create Personalized Story Version in Storydoc when Roadmap Is Updated in ProductPlan
Start from a real workflow other teams are already running.
ProductPlan
When this happens...
New Bar Appears on Roadmap
Roadmap Is Updated
Roadmap Bar Is Updated
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 Bar Appears on Roadmap in ProductPlan
Use this flowList Stories from Storydoc when New Bar Appears on Roadmap in ProductPlan
Use this flowGet Story Details from Storydoc when New Bar Appears on Roadmap in ProductPlan
Use this flowGenerate a new story from a prompt with Storydoc when New Bar Appears on Roadmap in ProductPlan
Use this flowCreate Personalized Story Version in Storydoc when Roadmap Is Updated in ProductPlan
Use this flowList Stories from Storydoc when Roadmap Is Updated in ProductPlan
Use this flowGet Story Details from Storydoc when Roadmap Is Updated in ProductPlan
Use this flowGenerate a new story from a prompt with Storydoc when Roadmap Is Updated in ProductPlan
Use this flowCreate Personalized Story Version in Storydoc when Roadmap Bar Is Updated in ProductPlan
Use this flowList Stories from Storydoc when Roadmap Bar Is Updated in ProductPlan
Use this flowEverything you can automate between ProductPlan and Storydoc.
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when New Bar Appears on Roadmap
Runs when roadmap is updated
Runs when roadmap bar is updated
Action is the task that follows automatically within your ProductPlan integrations.
Add a new bar to your roadmap.
Get all bars for a roadmap.
Update a roadmap bar by ID.
Create a personalized version of a story template using recipient, branding, product, and gated-content details, and get its unique shareable link.
List stories in your organization, optionally filtering by status (Draft, Live, or Archived).
Show details for a specific story template, including status, preview link, creation date, and all configured dynamic variables.

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
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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Integrate with ProductPlan to streamline your product roadmap planning and visualization. Automate updates, share roadmaps, and synchronize data across your product management tools.
Learn moreStorydoc 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 moreSign up for a free viaSocket account, then authorize both your ProductPlan 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 ProductPlan 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 ProductPlan triggers actions in Storydoc, and a separate workflow where Storydoc triggers actions in ProductPlan. 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 ProductPlan and Storydoc. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ProductPlan 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.