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Integrate Documint with your AI CRM

Documint is a document generation platform that allows you to create dynamic documents from templates.

Explore Triggers and Actions

Create Document

Tool to merge data into a template to create a document (PDF generation). Send JSON data with template variables in the request body to generate a PDF document. Returns a URL to the generated PDF (valid for 24 hours).

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Delete Template

Tool to permanently delete a single template by its ID. Use when you need to remove an outdated or unused template; ensure the template ID is correct before calling.

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Get Template

Tool to retrieve a single template by its ID. Use when you need to fetch details of a specific template before generating documents.

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List Documents

Retrieves documents from the authenticated user's Documint account with optional pagination. Returns a list of documents with their IDs, names, associated templates, and timestamps. Use this to view previously generated documents or to find document IDs for further operations. Supports page and limit parameters for paginated results.

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List Templates

Tool to list all templates in the authenticated user's account. Use after obtaining a valid API key.

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Update Template

Tool to update a single template by its ID. Use when you need to modify an existing template's settings or layout after fetching its current details.

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How the Documint integration works

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

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

Set up Documint in Dench

  1. 1

    Sign in to your Dench workspace and open Integrations.

  2. 2

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

  3. 3

    Ask an agent to use Documint 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 Documint integration work with Dench?

The Dench Documint integration connects your AI CRM to Documint, so AI agents can work with your Documint 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 Documint via Dench?

The Documint integration currently exposes 6 actions, including Create Document, Delete Template, Get Template, List Documents, List Templates, and Update Template. Agents invoke them on your behalf from chat or from automations.

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

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

Is the Documint integration secure?

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