Outreach + Storydoc

Outreach + Storydoc integrations

Create personalized Storydoc presentations for new Outreach prospects

Automatically generate a personalized Storydoc link when a new prospect is created in Outreach. Then, you share the link with your prospect.

When this happens...
New ProspectTriggers when a new prospect is created.
TriggerInstant
automatically do this!
Create a New Story VersionCreates a new story version for a specific prospect.
ActionWrite

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More things you can do with Outreach and Storydoc

Discover other triggers and actions you can use with Outreach and Storydoc

- Sequence ID
  Required
Trigger
Polling
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New Call
Triggers when a new call is logged.
Trigger
Instant
Try It
New Prospect
Triggers when a new prospect is created.
Trigger
Instant
Try It
Updated Account
Triggers when an account is updated.
Trigger
Instant
Try It
Updated Opportunity
Triggers when an opportunity is updated.
Trigger
Instant
Try It

Updated Task
Triggers when a task is updated.
Trigger
Instant
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- First Name
- Last Name
- Email Addresses
- Account ID
- Opportunity IDs
- Stage ID
- Persona ID
- Owner ID
- Tags
- Personal Info - Middle Name
- Personal Info - Nickname
- Personal Info - Gender
- Personal Info - Date of Birth
- Phone Numbers - Home
- Phone Number - Mobile
- Phone Numbers - Work
- Phone Numbers - VoIP
- Phone Numbers - Other
- Job Details - Title
- Job Details - Occupation
- Job Details - Start Date
- Education - School
- Education - Degree
- Education - Graduation Date
- Location - Address 1
- Location - Address 2
- Location - City
- Location - State
- Location - ZIP
- Location - Country
- Location - Region
- Location - Time Zone (IANA)
- Links - Website 1
- Links - Website 2
- Links - Website 3
- Links - LinkedIn URL
- Links - Twitter URL
- Links - GitHub URL
- Links - Facebook URL
- Links - Google+ URL
- Links - StackOverflow URL
- Other Info - Source
- Other Info - On Market
- Other Info - Lead Score
- Other Info - Campaign Name
- Personal Note 1
- Personal Note 2
- Company
- CustomFieldHelpText
Action
Write

- Story
  Required
- Version title
  Required
- Sender email
  Required
- Days To Expire
Action
Write

New Account
Triggers when a new account is created.
Trigger
Instant
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It
Updated Call
Triggers when a call is updated.
Trigger
Instant
Try It
Updated Prospect
Triggers when a prospect is updated.
Trigger
Instant
Try It
- Sequence ID
  Required
- Prospect ID
  Required
- Mailbox ID
  Required
Action
Write
- Sequence Name to Search For
- Sequence ID
Action
Search

About Outreach

Outreach is a single platform that unlocks seller productivity to help sales teams efficiently create and close more pipeline.

Learn moreLearn moreHelpHelp

Related categories

Sales & CRM

About Storydoc

Storydoc is an AI platform for business professionals to easily generate, edit, track, and automate slide decks and documents at scale, directly from your CRM.

HelpHelp

Related categories

Content & Files