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Integrate DocuPotion with your AI CRM

DocuPotion generates PDF and PNG documents from reusable templates and structured data.

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Explore Triggers and Actions

Create Document

Generate one PDF or PNG from a DocuPotion template and dynamic data. This consumes account document quota and returns a temporary download URL.

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Get Account

Return the connected DocuPotion account identity and current document usage against its plan limit.

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List Templates

Return all DocuPotion templates available to the connected account, including each template ID required to create a document.

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How the DocuPotion integration works

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

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

Set up DocuPotion in Dench

  1. 1

    Sign in to your Dench workspace and open Integrations.

  2. 2

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

  3. 3

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

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

The DocuPotion integration currently exposes 3 actions, including Create Document, Get Account, and List Templates. Agents invoke them on your behalf from chat or from automations.

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

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

Is the DocuPotion integration secure?

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