Connect Recras and Storydoc
Integrate Recras 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 Booking Created in Recras
List Stories from Storydoc when New Booking Created in Recras
Get Story Details from Storydoc when New Booking Created in Recras
Generate a new story from a prompt with Storydoc when New Booking Created in Recras
Create Personalized Story Version in Storydoc when New Contact in Recras
Popular Recras + Storydoc flows
Start from a real workflow other teams are already running.
Choose a trigger
Recras
When this happens...
New Booking Created
New Contact
Invoice Sent
New Start Moment
New Attachment
New Company
Update Payment Method
Booking Updated
New BookProcess
Update BookProcess
New Contact Form
Update Contact Form
New Customer
Update Customer
New Discount Code
Update Discount Code
New Qualification
Update Qualification
New Location
Update Location
New Material
Update Material
New PdfTemplate
Update PdfTemplate
New ProductGroup
Update ProductGroup
New Standard Attachment
Update Standard Attachment
New Start Moment Group
Update Start Moment Group
New Status reminder
New Voucher
New VoucherTemplate
Update VoucherTemplate
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 Booking Created in Recras
Use this flowList Stories from Storydoc when New Booking Created in Recras
Use this flowGet Story Details from Storydoc when New Booking Created in Recras
Use this flowGenerate a new story from a prompt with Storydoc when New Booking Created in Recras
Use this flowCreate Personalized Story Version in Storydoc when New Contact in Recras
Use this flowList Stories from Storydoc when New Contact in Recras
Use this flowGet Story Details from Storydoc when New Contact in Recras
Use this flowGenerate a new story from a prompt with Storydoc when New Contact in Recras
Use this flowCreate Personalized Story Version in Storydoc when Invoice Sent from Recras
Use this flowList Stories from Storydoc when Invoice Sent from Recras
Use this flowSupported Triggers & Actions
Everything you can automate between Recras and Storydoc.
When this happensTriggers
A trigger is an event that starts a workflow.
New Booking Created
Runs when a new booking is created in Recras.
New Contact
Triggers when a new contact is created.
Invoice Sent
Triggers when an invoice is (marked as) sent.
New Start Moment
Triggers when a new start moment is created.
New Attachment
Triggers when a new attachment is created.
New Company
Triggers when a new company is created.
Do thisActions
Action is the task that follows automatically within your Recras integrations.
Create Start moment
Creates a start moment in recras.
Update Start moment
Updates a start moment in recras.
Find Customer
Find a customer using their ID.
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 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 Recras 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 Recras 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 Recras triggers actions in Storydoc, and a separate workflow where Storydoc triggers actions in Recras. 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 Recras and Storydoc. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Recras 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.
