Delete Document
Tool to delete a document by ID. Permanently removes the document from storage. Use when you need to clean up generated documents or remove outdated files from DocuGenerate.
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Integrate Docugenerate
with your AI CRM
DocuGenerate simplifies document generation by converting Word templates and JSON data into professional PDF files with ease. It supports automation of contracts, invoices, letters, certificates, and more, catering to both developers and non-developers. With an intuitive REST API and no-code integrations, it ensures seamless functionality for any scale.
Explore Triggers and Actions
Delete template
Tool to permanently delete a template by ID. Removes the template and all associated versions from storage. Use when a template is no longer needed.
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Generate documents from template
Tool to generate document(s) from a template by merging JSON data or uploading a data file. Use when you need to programmatically produce one or more documents and receive metadata including a download URL.
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Get document by ID
Tool to retrieve a specific document by ID. Returns document metadata including name, format, template_id, and download URL. Use when you need to fetch details about an existing generated document.
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Get or list templates
Tool to retrieve or list existing templates. Use when needing template IDs and metadata before making updates or generating documents.
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Get template by ID
Tool to retrieve a specific template by ID. Returns template metadata including name, format, region, and configuration settings.
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List documents by template
Tool to list all documents generated from a template. Results are ordered by created time in descending order. Use when you need to retrieve a list of previously generated documents for a specific template.
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Update Document
Update a document's name/title in DocuGenerate. Use this to rename an existing document after it has been generated. Requires a valid document ID (obtained from document generation or listing) and the new name. Returns the updated document metadata including the document_uri for downloading.
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Update Template
Tool to update a template’s file and settings. Use after confirming the template ID and desired inputs.
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How the Docugenerate integration works
The Docugenerate integration connects your Dench AI CRM directly to Docugenerate, so agents can read and act on your Docugenerate data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.
9 actions are available for agents to invoke on your behalf. Every call runs through Docugenerate's own authorization, scoped to the account you connect.
Set up Docugenerate in Dench
- 1
Sign in to your Dench workspace and open Integrations.
- 2
Find Docugenerate and click Connect — you'll authorize access through Docugenerate's own sign-in flow. No API keys or code required.
- 3
Ask an agent to use Docugenerate 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 Docugenerate integration work with Dench?
The Dench Docugenerate integration connects your AI CRM to Docugenerate, so AI agents can work with your Docugenerate 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 Docugenerate via Dench?
The Docugenerate integration currently exposes 9 actions, including Delete Document, Delete template, Generate documents from template, Get document by ID, Get or list templates, and Get template by ID. Agents invoke them on your behalf from chat or from automations.
Do I need to write code to connect Docugenerate to Dench?
No. You connect Docugenerate from your Dench workspace using Docugenerate's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Is the Docugenerate integration secure?
Connections are authorized through Docugenerate's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Docugenerate connection from your workspace settings at any time.