Connect Storydoc and Sangam CRM
Integrate Storydoc with Sangam CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Personalized Story Version in Storydoc when New Lead Created in Sangam CRM
List Stories from Storydoc when New Lead Created in Sangam CRM
Get Story Details from Storydoc when New Lead Created in Sangam CRM
Generate a new story from a prompt with Storydoc when New Lead Created in Sangam CRM
Create Personalized Story Version in Storydoc when New Contact Created in Sangam CRM
Popular Storydoc + Sangam CRM 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
Sangam CRM
Automatically do this!
Create a new Lead
Create Opportunity
Fetch Module Fields
Create Contact
Create Ticket
Create Company
Create Campaign
Create or Update Lead
Create Or Update Linked Record
Update an Account
Search an User
Get Account related module data
Get Lead related contact module data
Get Partner Registration related module data
Add Event Member
Update Ticket
Search Leads
List Module Records
List Leads
Create Checklist
List Checklists
Update Checklist
Create Personalized Story Version in Storydoc when New Lead Created in Sangam CRM
Use this flowList Stories from Storydoc when New Lead Created in Sangam CRM
Use this flowGet Story Details from Storydoc when New Lead Created in Sangam CRM
Use this flowGenerate a new story from a prompt with Storydoc when New Lead Created in Sangam CRM
Use this flowCreate Personalized Story Version in Storydoc when New Contact Created in Sangam CRM
Use this flowList Stories from Storydoc when New Contact Created in Sangam CRM
Use this flowGet Story Details from Storydoc when New Contact Created in Sangam CRM
Use this flowGenerate a new story from a prompt with Storydoc when New Contact Created in Sangam CRM
Use this flowCreate Personalized Story Version in Storydoc when Opportunity Created in Sangam CRM
Use this flowList Stories from Storydoc when Opportunity Created in Sangam CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Storydoc and Sangam CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead Created
Runs when a new lead is created.
New Contact Created
Trigger when new contact is created
Opportunity Created
Runs when opportunity created
New Ticket Created
Runs when new ticket is created
New Account Created
Runs when new account is created
New Task Created
Runs when new task is 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 a new Lead
Add a new lead to Sangam CRM using selected custom fields and an optional next follow-up date.
Create Opportunity
Create a new sales opportunity
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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From idea to automation.
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.
Learn to build automation
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Storydoc and Sangam CRM workflows.
Learn how to automate Storydoc and Sangam CRM workflows.
Learn how to automate Storydoc and Sangam CRM workflows.
Learn how to automate Storydoc and Sangam CRM workflows.
Learn how to automate Storydoc and Sangam CRM workflows.
Learn how to automate Storydoc and Sangam CRM workflows.
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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 Sangam CRM
Sangam CRM is a business CRM platform for managing sales, marketing, helpdesk support, internal tasks, and automated business workflows, with web, mobile, API, and integration capabilities.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Storydoc and Sangam CRM 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 Sangam CRM 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 Sangam CRM. No coding required.
Yes. You can set up a workflow where Storydoc triggers actions in Sangam CRM, and a separate workflow where Sangam CRM 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 Sangam CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Storydoc and Sangam CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
