Create Docupilot Folder
Tool to create a new folder. Use when organizing documents into custom workspace folders after confirming workspace context.
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Integrate Docupilot
with your AI CRM
Docupilot is a document automation tool that enables users to generate PDFs, DOCX files, contracts, invoices, and more by integrating with various online services.
Explore Triggers and Actions
Create Docupilot Folder
Tool to create a new folder. Use when organizing documents into custom workspace folders after confirming workspace context.
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Get Authenticated User
Tool to retrieve information about the authenticated user. Use after authentication to confirm identity and fetch user account details.
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List all folders
Tool to list all folders. Use after authentication to fetch available workspace folders.
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How the Docupilot integration works
The Docupilot integration connects your Dench AI CRM directly to Docupilot, so agents can read and act on your Docupilot 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 Docupilot's own authorization, scoped to the account you connect.
Set up Docupilot in Dench
- 1
Sign in to your Dench workspace and open Integrations.
- 2
Find Docupilot and click Connect — you'll authorize access through Docupilot's own sign-in flow. No API keys or code required.
- 3
Ask an agent to use Docupilot 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 Docupilot integration work with Dench?
The Dench Docupilot integration connects your AI CRM to Docupilot, so AI agents can work with your Docupilot 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 Docupilot via Dench?
The Docupilot integration currently exposes 4 actions, including Create Docupilot Folder, Create Docupilot Folder, Get Authenticated User, and List all folders. Agents invoke them on your behalf from chat or from automations.
Do I need to write code to connect Docupilot to Dench?
No. You connect Docupilot from your Dench workspace using Docupilot's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Is the Docupilot integration secure?
Connections are authorized through Docupilot's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Docupilot connection from your workspace settings at any time.