Create Template
Create a reusable HTML template for later PDF generation.
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Integrate PDFgen
with your AI CRM
PDFgen creates PDFs from reusable templates, HTML, Markdown, or natural-language prompts and manages account templates and usage logs.
Explore Triggers and Actions
Delete Template
Permanently delete one saved template owned by the connected account.
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Generate PDF
Generate a PDF from exactly one saved template, HTML document, Markdown document, or AI prompt and return a temporary download URL.
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Get Account
Return the connected PDFgen account, organization, plan, and current credit usage.
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Get Template
Get one saved PDFgen template, including its complete HTML content.
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List Templates
List saved PDF templates owned by the connected account and return one page with a continuation cursor.
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List Usage Logs
List recent PDFgen API calls for auditing, billing inspection, and generation troubleshooting. Returns one page with a continuation cursor. Usage logs are eventually consistent, so a just-completed call may be absent; retry after a short delay before concluding that it was not recorded.
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Update Template
Partially update a saved template's name, HTML content, or rendering engine without replacing omitted fields.
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How the PDFgen integration works
The PDFgen integration connects your Dench AI CRM directly to PDFgen, so agents can read and act on your PDFgen data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.
8 actions are available for agents to invoke on your behalf. Every call runs through PDFgen's own authorization, scoped to the account you connect.
Set up PDFgen in Dench
- 1
Sign in to your Dench workspace and open Integrations.
- 2
Find PDFgen and click Connect — you'll authorize access through PDFgen's own sign-in flow. No API keys or code required.
- 3
Ask an agent to use PDFgen 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 PDFgen integration work with Dench?
The Dench PDFgen integration connects your AI CRM to PDFgen, so AI agents can work with your PDFgen 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 PDFgen via Dench?
The PDFgen integration currently exposes 8 actions, including Create Template, Delete Template, Generate PDF, Get Account, Get Template, and List Templates. Agents invoke them on your behalf from chat or from automations.
Do I need to write code to connect PDFgen to Dench?
No. You connect PDFgen from your Dench workspace using PDFgen's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Is the PDFgen integration secure?
Connections are authorized through PDFgen's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the PDFgen connection from your workspace settings at any time.