Add Document Recipient
Tool to add a recipient to a document. Use after confirming the document's ID. Optionally specify signing order and authentication options.
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Integrate Docnify
with your AI CRM
Docnify is a digital signing platform that simplifies the document signing process, offering integrations with tools like Figma, Jira, Trello, and Google Docs to create a unified workspace.
Explore Triggers and Actions
Create Document Fields
Tool to create one or more fields on a document. Use after fetching a document to add fields before sending.
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Delete Document
Tool to delete a specific document by its ID. Use when you have confirmed the document should be permanently removed.
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Delete Document Field
Tool to delete a field from a document. Use when you need to remove a specific field from an existing document.
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Delete document recipient
Tool to remove a recipient from a document. Use after verifying document and recipient IDs to revoke access.
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Get Document
Tool to fetch a specific document by its ID. Use when you need to view a document's current state and metadata.
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Get Template
Tool to fetch a specific template by its ID. Use to view a template's details and metadata.
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List Documents
Tool to list documents in the Docnify account.
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List Templates
Tool to list templates in the Docnify account.
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Resend Document
Tool to resend a document for signing. Use after verifying the document ID to re-trigger signing notifications.
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Send Document
Tool to send a document for signing. Use after confirming the document's ID, adding recipients, and uploading content.
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Update Document Fields
Tool to update metadata of document fields. Use when you need to change labels or requirements of existing fields before sending.
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Update Document Recipient
Tool to update a recipient's details (name, email, role) on a document. Use after confirming document and recipient IDs. Provide at least one field to update.
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How the Docnify integration works
The Docnify integration connects your Dench AI CRM directly to Docnify, so agents can read and act on your Docnify data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.
13 actions are available for agents to invoke on your behalf. Every call runs through Docnify's own authorization, scoped to the account you connect.
Set up Docnify in Dench
- 1
Sign in to your Dench workspace and open Integrations.
- 2
Find Docnify and click Connect — you'll authorize access through Docnify's own sign-in flow. No API keys or code required.
- 3
Ask an agent to use Docnify 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 Docnify integration work with Dench?
The Dench Docnify integration connects your AI CRM to Docnify, so AI agents can work with your Docnify 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 Docnify via Dench?
The Docnify integration currently exposes 13 actions, including Add Document Recipient, Create Document Fields, Delete Document, Delete Document Field, Delete document recipient, and Get Document. Agents invoke them on your behalf from chat or from automations.
Do I need to write code to connect Docnify to Dench?
No. You connect Docnify from your Dench workspace using Docnify's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Is the Docnify integration secure?
Connections are authorized through Docnify's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Docnify connection from your workspace settings at any time.