Documentero generates Word, PDF, and Excel documents from reusable templates and structured data.
Generate a DOCX, PDF, or XLSX document from a Documentero template and data. Returns an expiring signed download URL by default or embedded base64 file data when requested. Each call consumes plan-dependent generation quota.
Return the JSON Schema for the data object accepted when generating a document from a template.
Return a template's Documentero field definitions, nested field options, supported output formats, and default output format.
Return all templates available to the connected Documentero account, including each template identifier and type-bearing label.
The Documentero integration connects your Dench AI CRM directly to Documentero, so agents can read and act on your Documentero data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.
4 actions are available for agents to invoke on your behalf. Every call runs through Documentero's own authorization, scoped to the account you connect.
Sign in to your Dench workspace and open Integrations.
Find Documentero and click Connect — you'll authorize access through Documentero's own sign-in flow. No API keys or code required.
Ask an agent to use Documentero in chat, or call it from an automation.
Manage or disconnect the connection any time from workspace settings.
The Dench Documentero integration connects your AI CRM to Documentero, so AI agents can work with your Documentero 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.
The Documentero integration currently exposes 4 actions, including Generate Document, Get Template JSON Schema, Get Template Metadata, and List Templates. Agents invoke them on your behalf from chat or from automations.
No. You connect Documentero from your Dench workspace using Documentero's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Connections are authorized through Documentero's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Documentero connection from your workspace settings at any time.