Why automate Storydoc with Typeform
Automating Storydoc creation from Typeform allows you to:
Create personalized documents immediately after a form is submitted.
Use form answers directly inside Storydoc content.
Reduce manual follow-up work for sales, marketing, and customer-facing teams.
Ensure fast and consistent responses to high-intent submissions.
Automation works through Zapier. For setup instructions, refer to the article How to Connect Storydoc with Zapier.
Valid Typeform triggers you can use
The following trigger is officially available in Typeform’s Zapier integration and represents the standard Typeform workflow.
New Form Entry
Triggered when a new response is submitted to a Typeform.
Common use cases:
Generate a personalized Storydoc after a demo request or contact form submission.
Create tailored proposals or solution overviews based on form answers.
Automatically prepare onboarding or qualification materials.
This is the primary and most reliable Typeform trigger.
Creating personalized Storydocs from Typeform responses
Once a form submission is received, Storydoc can generate a new version of a selected template using Typeform response data such as:
Name and email
Company name
Role or team
Use case or intent
Any custom questions included in the form
These fields can be mapped directly to Dynamic Variables inside your Storydoc template, ensuring each document is tailored to the respondent.
Storing the Storydoc link back in your workflow
After a Storydoc is created, the link should be stored in the system where your team manages follow-up actions.
Common destinations include:
A CRM lead or contact record
A Google Sheet used for tracking submissions
An outreach or email automation tool
Using Zapier, you can update the relevant record and store the Storydoc URL in a custom field, notes section, or tracking column.
This ensures the Storydoc is easy to find and use during follow-ups.
Recommended automation workflows
Workflow 1: Personalized follow-up after form submission
Trigger: New Form Entry
Action: Create Storydoc version
Write-back: Store Storydoc link in CRM or tracking sheet
Workflow 2: Qualification-based Storydocs
Trigger: New Form Entry
Action: Create Storydoc version using conditional logic
Write-back: Store Storydoc link for segmented follow-up
Workflow 3: Onboarding or request intake
Trigger: New Form Entry
Action: Create Storydoc version
Write-back: Store Storydoc link in project or onboarding workflow