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Connect Storydoc and klenty

Integrate Storydoc with klenty to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.

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Supported Triggers & Actions

Everything you can automate between Storydoc and klenty.

When this happensTriggers

A trigger is an event that starts a workflow.

Prospect Unsubscribe

Prospect Unsubscribe

Unsubscribe a prospect from Klenty email sequences to stop automated follow-up messages.

Cadence First Reply

Cadence First Reply

Detects when a prospect sends the first reply to a cadence email, logs the response, and triggers follow-up actions.

On Bounce

On Bounce

Triggered when an email sent from Klenty bounces, allowing workflows to handle failed deliveries.

On Cadence Completed

On Cadence Completed

Notifies when a Klenty cadence finishes for a contact or campaign so you can start follow-up actions.

On Click

On Click

Triggers when a Klenty email recipient clicks a link, providing recipient, link, and timestamp details.

On Open

On Open

Triggered when a recipient opens an email sent from Klenty.

Do thisActions

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

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.

Get Analytics Events

Get Analytics Events

Get paginated engagement events (views, clicks) for a date range. Filter by story, version, user, or page.

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 Storydoc
Storydoc + klenty
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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

How do I connect Storydoc and klenty?

Sign up for a free viaSocket account, then authorize both your Storydoc and klenty 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 Storydoc and klenty 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 Storydoc to klenty?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach klenty. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Storydoc triggers actions in klenty, and a separate workflow where klenty triggers actions in Storydoc. 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 Storydoc and klenty. 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 Storydoc and klenty integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.