Connect Storydoc and Moco
Integrate Storydoc with Moco to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Personalized Story Version in Storydoc when New Project in Moco
List Stories from Storydoc when New Project in Moco
Get Story Details from Storydoc when New Project in Moco
Generate a new story from a prompt with Storydoc when New Project in Moco
Create Personalized Story Version in Storydoc when New User in Moco
Popular Storydoc + Moco flows
Start from a real workflow other teams are already running.
Choose a trigger
Storydoc
When this happens...
- Request a new Trigger for Storydoc
Choose an action
Moco
Automatically do this!
Create Project
Create Comment
Create Company
Create Contact
Create Expense
Create Incoming Payment
Create Lead
Create Outgoing Payment
Create Purchase
Create Task
Find Company
Find Contact
Find Expense
Find Invoice
Find Offer
Find Planning Entry
Find Project
Find Purchase
Find User
Find Task
Find Purchase Category
Find Lead
Create Personalized Story Version in Storydoc when New Project in Moco
Use this flowList Stories from Storydoc when New Project in Moco
Use this flowGet Story Details from Storydoc when New Project in Moco
Use this flowGenerate a new story from a prompt with Storydoc when New Project in Moco
Use this flowCreate Personalized Story Version in Storydoc when New User in Moco
Use this flowList Stories from Storydoc when New User in Moco
Use this flowGet Story Details from Storydoc when New User in Moco
Use this flowGenerate a new story from a prompt with Storydoc when New User in Moco
Use this flowCreate Personalized Story Version in Storydoc when New Comment on Moco
Use this flowList Stories from Storydoc when New Comment on Moco
Use this flowSupported Triggers & Actions
Everything you can automate between Storydoc and Moco.
When this happensTriggers
A trigger is an event that starts a workflow.
New Project
Triggers when a new project is created
New User
Triggers when a new user is created
New Comment
Triggers when a new comment is created
New Company
Triggers when a new company is created
New Contact Person
Triggers when a new contact person is created.
New Lead
Triggers when a new lead was created.
Do thisActions
Action is the task that follows automatically within your Storydoc integrations.
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.
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.
Create Project
Creates a new project.
Create Comment
Creates a new comment.
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
About Moco
MOCO (MObile COmpany) is a lean cloud software made for small medium-sized agency and service businesses. Including time tracking, billing, resource planning, sales-funnel and CRM.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Storydoc and Moco 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 Storydoc and Moco 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 Moco. No coding required.
Yes. You can set up a workflow where Storydoc triggers actions in Moco, and a separate workflow where Moco triggers actions in Storydoc. 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 Storydoc and Moco. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Storydoc and Moco integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
