Popular Storydoc + Moskit flows

Start from a real workflow other teams are already running.

Choose a trigger

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Storydoc

When this happens...

Choose an action

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Moskit

Automatically do this!

Full list

Supported Triggers & Actions

Everything you can automate between Storydoc and Moskit.

When this happensTriggers

A trigger is an event that starts a workflow.

New Contact

New Contact

Triggers when a contact is created in Moskit.

New Project

New Project

Triggers when a new project is created.

New Company

New Company

Triggers when a new company is created.

New Activity

New Activity

Triggers when a new Activity is created.

New Deal

New Deal

Trigger when new deal is created in Moskit Account.

Request a new Trigger for Storydoc

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.

Add Deal Note

Add Deal Note

Create note in deal.

Add Project Note

Add Project Note

Add note in Project

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 + Moskit
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.

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Integrations Moskit
Moskit + Storydoc
Moskit logo

About Moskit

Moskit is a powerful CRM platform designed to streamline and enhance customer relationship management processes. It offers a suite of tools to help businesses manage their sales pipeline, track customer interactions, and improve overall sales efficiency. With Moskit, teams can collaborate effectively, automate routine tasks, and gain valuable insights into customer behavior, ultimately driving better sales outcomes.

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Frequently Asked Questions

How do I connect Storydoc and Moskit?

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

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

Can the integration run in both directions?

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