Docmosis Environment Ready
Tool to verify environment readiness. Use when ensuring the environment is active and within quota before rendering documents.
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Integrate Docmosis
with your AI CRM
Docmosis generates PDF and Word documents from templates, letting developers merge data fields to produce reports, invoices, or letters quickly
Explore Triggers and Actions
Docmosis Environment Summary
Tool to retrieve environment summary. Use when you need status, plan, and quota details of your Docmosis environment after authentication.
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Docmosis Ping
Tool to check connectivity to Docmosis Cloud services. Use when validating that the service endpoint is reachable before other operations.
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Docmosis: Delete Image(s)
Tool to delete one or more stored images. Use when you need to remove images; ensure imageName(s) are valid before use.
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Docmosis: Delete Template(s)
Tool to delete one or more templates from the environment. Use when you need to remove templates; multiple templates can be deleted in a single request.
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Docmosis: Get API Key
Tool to extract the Docmosis API access key from connection metadata. Use before other Docmosis API calls to retrieve the Bearer token from the Authorization header.
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Docmosis: List Images
Tool to list available stock images. Use when you need to retrieve image names optionally filtered by folder.
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Docmosis: List Templates
Tool to list all templates available in the environment. Use when you need to retrieve template names, optionally filtered by folder with pagination support.
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Download Docmosis Images
Tool to download one or more images. Use when you need to retrieve stored image files by name. If multiple names provided, images are returned in a zip archive.
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Download Docmosis Templates
Tool to retrieve originally uploaded templates. Use when you need to download template files by name. If multiple names provided (up to 100), templates are returned in a zip archive.
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Get Batch Upload Status
Tool to check the status of a template batch upload job. Use when monitoring batch upload progress or checking if a batch upload has completed.
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Get Docmosis Render Queue
Tool to get current render queue status and utilization. Use when monitoring queue capacity before scheduling rendering tasks.
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Get Docmosis Template Details
Tool to retrieve metadata for an uploaded template. Returns name, size, MD5 hash, last modified date, and error status. Use after uploading a template to verify it was stored correctly or to check if it has errors.
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Get Docmosis Template Structure
Tool to retrieve a template's parsed structure: fields, repeats, conditions, images, and refs. Use after uploading a template to inspect its JSON structure.
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Get Render Tags
Tool to retrieve statistics on renders tagged with user-defined phrases. Returns page counts and document counts aggregated monthly. Use when reporting activity of user groups or features.
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Get Template Sample Data
Tool to generate sample data for a Docmosis template based on its structure. Creates placeholder values that can be used for testing renders. Returns data in JSON or XML format.
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Ping Docmosis Service
Tool to check that Docmosis Cloud services are online and at least one server is listening. Use for diagnostics and monitoring to verify service availability.
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How the Docmosis integration works
The Docmosis integration connects your Dench AI CRM directly to Docmosis, so agents can read and act on your Docmosis data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.
17 actions are available for agents to invoke on your behalf. Every call runs through Docmosis's own authorization, scoped to the account you connect.
Set up Docmosis in Dench
- 1
Sign in to your Dench workspace and open Integrations.
- 2
Find Docmosis and click Connect — you'll authorize access through Docmosis's own sign-in flow. No API keys or code required.
- 3
Ask an agent to use Docmosis in chat, or call it from an automation.
- 4
Manage or disconnect the connection any time from workspace settings.
Frequently asked questions
How does the Docmosis integration work with Dench?
The Dench Docmosis integration connects your AI CRM to Docmosis, so AI agents can work with your Docmosis 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 Docmosis via Dench?
The Docmosis integration currently exposes 17 actions, including Docmosis Environment Ready, Docmosis Environment Summary, Docmosis Ping, Docmosis: Delete Image(s), Docmosis: Delete Template(s), and Docmosis: Get API Key. Agents invoke them on your behalf from chat or from automations.
Do I need to write code to connect Docmosis to Dench?
No. You connect Docmosis from your Dench workspace using Docmosis's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Is the Docmosis integration secure?
Connections are authorized through Docmosis's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Docmosis connection from your workspace settings at any time.