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Integrate Pdfless with your AI CRM

Pdfless is a document factory that enables developers to create high-quality PDF documents using HTML/CSS templates and data integration.

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Explore Triggers and Actions

Get Workspace

Get workspace details and information. Use this to check if a workspace exists or is available based on the API key. Retrieves metadata about the current workspace including its active status, creation date, and name.

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List Document Templates

List all document templates in your PDFLess workspace with pagination support. Use this action to discover available templates before generating PDFs. Templates must be created in the PDFLess dashboard before they appear in this list. The response includes template IDs which are required for PDF generation operations.

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How the Pdfless integration works

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

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

Set up Pdfless in Dench

  1. 1

    Sign in to your Dench workspace and open Integrations.

  2. 2

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

  3. 3

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

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

The Pdfless integration currently exposes 2 actions, including Get Workspace, and List Document Templates. Agents invoke them on your behalf from chat or from automations.

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

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

Is the Pdfless integration secure?

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