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Integrate TemplateFox with your AI CRM

TemplateFox generates PDFs and images from templates, manipulates PDFs, manages template versions and S3 storage, and supports AI-assisted template authoring.

Explore Triggers and Actions

Create Image

Generate a PNG, JPEG, or WebP image from a TemplateFox image template and return a temporary URL or configured S3 location. This consumes 1 credit on success; failed rendering is documented as refunded. Binary output is not exposed.

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Create PDF

Generate a PDF synchronously from a TemplateFox template and return a temporary URL or configured S3 location. A successful generation consumes 1 credit; TemplateFox documents failed rendering as refunded. Binary output is intentionally not exposed.

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Create PDF Asynchronously

Queue PDF generation and return a job ID for polling. This charges 1 credit when queued and is documented to refund permanently failed jobs; webhook delivery is optional.

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Create Template Version

Create an immutable snapshot of an existing TemplateFox template with a unique lowercase tag.

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Create Template With Agent

Queue TemplateFox's authoring agent to create an image template from natural-language instructions. This creates account data and costs 25 credits when queued; TemplateFox refunds the credits if the job fails.

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Delete S3 Configuration

Permanently remove the connected account's saved S3-compatible storage credentials. This destructive operation disables future S3 uploads and cannot be undone. S3 integration is documented as Business-plan functionality, and successful deletion was not live-verified.

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Delete Template Version

Permanently delete one immutable template version. This is destructive and cannot be undone.

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Extract PDF Pages

Extract, reorder, or split selected pages from one PDF and return a temporary result URL. Successful extraction consumes 1 TemplateFox credit.

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Get Account

Get the connected TemplateFox account identity and remaining credit balance without consuming credits.

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Get Agent Job

Get an authoring-agent job's status, resulting template ID, preview, charged credits, or failure details. Tier availability is unknown.

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Get PDF Job

Get the status, result location, or failure details of an asynchronous PDF generation job.

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Get S3 Configuration

Get the connected account's S3-compatible storage configuration. S3 upload is documented as Business-plan functionality. The returned secret access key is masked and is not usable credential material.

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List Account Transactions

List credit purchases, consumption, refunds, and bonuses one offset page at a time. Positive credit values mean credits consumed; negative values mean credits added.

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List PDF Jobs

List asynchronous PDF generation jobs, optionally filtered by status, one offset page at a time.

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List Template Fields

List the dynamic variables a template accepts so an agent can construct valid generation data.

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List Template Layers

List addressable image-template layers and their modifiable properties for CREATE_IMAGE.

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List Template Versions

List immutable snapshots of a template, including version numbers and optional tags.

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List Templates

List PDF or image templates belonging to the connected TemplateFox team.

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Merge PDFs

Concatenate two or more PDFs in the supplied order and return a temporary result URL. Each successful merge consumes 1 TemplateFox credit.

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Revise Template With Agent

Queue TemplateFox's authoring agent to revise an existing image template from feedback. This irreversibly mutates account content and costs 10 credits when queued; TemplateFox refunds the credits if the job fails. Use a template ID returned by the list-templates tool because TemplateFox may return a server error when it cannot verify template access.

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Rotate PDF

Rotate all pages or selected pages in a PDF and return a temporary result URL. Each successful rotation consumes 1 TemplateFox credit.

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Save and Test S3 Configuration

Create or update the connected account's S3-compatible storage credentials, then test access to the configured bucket. This sensitive Business-plan operation persists third-party credentials in TemplateFox. If validation fails, the credentials remain saved; credential values are never returned.

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Update Template Version

Change or clear the tag and/or description metadata of a template version; the immutable snapshot content is not changed.

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Validate S3 Configuration

Validate that TemplateFox can access and write a small test object to the configured S3-compatible bucket without changing the saved credentials. Use this after SAVE_S3_CONFIG reports that credentials were saved but validation was interrupted. S3 integration is documented as Business-plan functionality.

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How the TemplateFox integration works

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

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

Set up TemplateFox in Dench

  1. 1

    Sign in to your Dench workspace and open Integrations.

  2. 2

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

  3. 3

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

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

The TemplateFox integration currently exposes 24 actions, including Create Image, Create PDF, Create PDF Asynchronously, Create Template Version, Create Template With Agent, and Delete S3 Configuration. Agents invoke them on your behalf from chat or from automations.

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

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

Is the TemplateFox integration secure?

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

TemplateFox | Dench AI CRM