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Integrate CloudPDF with your AI CRM

CloudPDF provides APIs for creating, uploading, managing, and securely sharing PDF documents and webhooks.

Explore Triggers and Actions

Create Webhook

Create a CloudPDF webhook subscription for selected document, collection, tracker, lead, or file-processing events.

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Delete Document

Permanently delete one known CloudPDF document by UUID. This destructive operation is irreversible, and CloudPDF provides no recovery endpoint.

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Delete Webhook

Delete one CloudPDF webhook subscription by its decimal ID.

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Get Account

Return the connected CloudPDF organization's plan, allowances, and current upload, view, and storage usage.

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Get Document

Retrieve one CloudPDF document by ID, including metadata, default permissions, and current file processing status.

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Get Document File

Retrieve one known CloudPDF file version and its processing status. This returns file metadata, not the PDF bytes.

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Get Webhook

Retrieve one CloudPDF webhook subscription by its ID.

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List Webhooks

Return all webhook subscriptions configured for the connected CloudPDF organization.

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Update Document

Update selected metadata or default-permission fields on a known CloudPDF document without requiring unchanged values to be resent.

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Update Webhook

Update selected fields of a CloudPDF webhook subscription without requiring unchanged values to be resent.

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How the CloudPDF integration works

The CloudPDF integration connects your Dench AI CRM directly to CloudPDF, so agents can read and act on your CloudPDF data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.

10 actions are available for agents to invoke on your behalf. Every call runs through CloudPDF's own authorization, scoped to the account you connect.

Set up CloudPDF in Dench

  1. 1

    Sign in to your Dench workspace and open Integrations.

  2. 2

    Find CloudPDF and click Connect — you'll authorize access through CloudPDF's own sign-in flow. No API keys or code required.

  3. 3

    Ask an agent to use CloudPDF in chat, or call it from an automation.

  4. 4

    Manage or disconnect the connection any time from workspace settings.

Frequently asked questions

How does the CloudPDF integration work with Dench?

The Dench CloudPDF integration connects your AI CRM to CloudPDF, so AI agents can work with your CloudPDF data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.

What actions can AI agents perform with CloudPDF via Dench?

The CloudPDF integration currently exposes 10 actions, including Create Webhook, Delete Document, Delete Webhook, Get Account, Get Document, and Get Document File. Agents invoke them on your behalf from chat or from automations.

Do I need to write code to connect CloudPDF to Dench?

No. You connect CloudPDF from your Dench workspace using CloudPDF's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.

Is the CloudPDF integration secure?

Connections are authorized through CloudPDF's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the CloudPDF connection from your workspace settings at any time.

CloudPDF | Dench AI CRM