Create Document
Tool to create a Document. Use when you need to instantiate a PDF from a template; set status='pending' to queue immediate generation. Ensure valid `document_template_id` is provided.
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Integrate PDFMonkey
with your AI CRM
PDFMonkey is a service that automates the generation of PDF documents from templates, allowing users to create professional PDFs programmatically.
Explore Triggers and Actions
Create Document Sync
Tool to create a document and wait for generation to finish. Use when immediate PDF is needed.
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Create Template
Creates a new PDF document template in PDFMonkey. Use this to define reusable templates with HTML/Liquid content and CSS styles for generating PDF documents. Typical workflow: Create template → Preview with draft content → Publish → Generate documents. The template supports Liquid templating syntax (e.g., {{variable_name}}) for dynamic content injection. Only 'identifier' is required; all other fields have sensible defaults.
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Delete Document
Tool to delete a Document by its ID. Use when you need to permanently remove a document after confirming its ID. Returns 204 No Content on success.
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Delete PDFMonkey Document Template
Tool to delete a document template by ID. Use when you need to remove obsolete templates after validation.
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Download Document File
Tool to download a generated PDF file via a presigned URL. Use after obtaining a valid download_url from the Document details endpoint. Verify document status is 'success' (not 'draft' or 'pending') via PDFMONKEY_GET_DOCUMENT before downloading to avoid incomplete files. The URL expires after 1 hour; fetch a new URL upon expiry (403 Forbidden).
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Get Current User
Tool to retrieve details about the currently authenticated user. Use when you need account info (quota, plan, email, locale) after authentication.
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Get Document
Tool to fetch a Document by its ID. Returns the full document record including payload, meta, logs, and download URL. Note: download_url is time-limited; if a download attempt fails, call GetDocument again to obtain a fresh URL. Check the status field for a finalized (non-draft) state before passing the record to downstream processing tools.
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Get DocumentCard
Tool to fetch a DocumentCard by ID. Use when you have a DocumentCard ID and need its download URLs, status, and metadata. Use after generating or updating a DocumentCard.
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Get Template by ID
Tool to fetch a Document Template by ID. Use when you need the template's content, styles, settings, and preview URL.
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List DocumentCards
Tool to list DocumentCards. Use when you need to retrieve multiple DocumentCards with optional pagination and filtering by template, status, workspace, or update time.
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List PDF Engines
Lists all available PDF rendering engines in PDFMonkey. Returns engine IDs, version names, numeric versions, and deprecation status. Use this to select a PDF engine when creating templates or generating documents. Recommended: Use the latest non-deprecated engine (e.g., v5 or highest version).
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List Template Cards
List all document template cards for a workspace. Use this action to: - Retrieve all templates available in a workspace - Filter templates by folder (or get only root folder templates with folders='none') - Paginate through large template lists - Sort templates by identifier, creation date, or last update date Returns template cards with metadata including IDs, names, auth tokens, and timestamps.
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List Workspaces
Tool to list workspaces (applications). Use when you need all available workspaces for the authenticated user after login.
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Preview Template
Fetches the template preview viewer page from PDFMonkey's preview_url. Returns an HTML viewer page that displays the rendered template draft. Use this after obtaining a template's preview_url via Get Template or List Templates.
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Update Document
Updates an existing PDFMonkey document's payload, metadata, template, or status. Common use cases: - Modify document data (payload) before generation - Change the template used for the document - Add or update custom metadata - Trigger PDF regeneration by setting status to 'pending' Note: To regenerate a document with updated data, update the payload and set status='pending'.
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Update Document Template
Tool to update a document template’s properties. Use when you need to modify an existing template’s content, styles, settings, engine, folder, or TTL.
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View Public Share Link
Tool to download a publicly shared PDF via its permanent share link. Use when the document's public_share_link is enabled to fetch the PDF file directly.
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How the PDFMonkey integration works
The PDFMonkey integration connects your Dench AI CRM directly to PDFMonkey, so agents can read and act on your PDFMonkey data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.
18 actions are available for agents to invoke on your behalf. Every call runs through PDFMonkey's own authorization, scoped to the account you connect.
Set up PDFMonkey in Dench
- 1
Sign in to your Dench workspace and open Integrations.
- 2
Find PDFMonkey and click Connect — you'll authorize access through PDFMonkey's own sign-in flow. No API keys or code required.
- 3
Ask an agent to use PDFMonkey 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 PDFMonkey integration work with Dench?
The Dench PDFMonkey integration connects your AI CRM to PDFMonkey, so AI agents can work with your PDFMonkey 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 PDFMonkey via Dench?
The PDFMonkey integration currently exposes 18 actions, including Create Document, Create Document Sync, Create Template, Delete Document, Delete PDFMonkey Document Template, and Download Document File. Agents invoke them on your behalf from chat or from automations.
Do I need to write code to connect PDFMonkey to Dench?
No. You connect PDFMonkey from your Dench workspace using PDFMonkey's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Is the PDFMonkey integration secure?
Connections are authorized through PDFMonkey's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the PDFMonkey connection from your workspace settings at any time.