ceven

Docmosis

Generates polished PDF and Word documents from templates by merging live data, then routes them to customers or storage systems automatically.

Try Docmosis in Ceven

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Why use Ceven?

  1. AI native Docmosis integration

    • Describe the outcome and Ceven picks the right Docmosis calls, fills the parameters, and checks the result.
    • Structured, agent friendly tool schemas so each call runs reliably instead of by guesswork.
    • Rich coverage for reading, writing, and querying your Docmosis data, across all 17 of its actions.

  2. Managed auth

    • Built in OAuth with automatic token refresh and rotation.
    • One place to manage, scope, and revoke Docmosis access.
    • Per user and per environment credentials instead of shared keys.

  3. Agent optimized design

    • Actions are tuned from real success and error rates so reliability climbs over time.
    • Full execution logs so you always know what ran in Docmosis, when, and on whose behalf.
    • The agent pauses and asks when Docmosis is unclear instead of plowing ahead.

  4. Enterprise grade security

    • Fine grained access so you control which agents and people can reach Docmosis.
    • Least privilege by default, read scopes first and only the writes a workflow needs.
    • A full audit trail of every Docmosis action to support review and sign off.

Supported tools

Every action Ceven's agents can run on Docmosis, and when to use it.

Generate document
Use this when you need to merge data into a template and produce a final PDF or Word file immediately.
Get template
Pull the current version and metadata of a specific document template to verify field names.
List templates
Pull a list of all available templates in the account to find the correct ID for a workflow.
Update template
Push a new version of a Word document to the Docmosis server to update the layout or logic.
Delete template
Remove an obsolete template from the library to keep the workspace clean.
Create template
Upload a new template file and assign it a unique name for future document generation.
Get document status
Check the progress of a large batch generation job to see if files are ready for download.
Merge data async
Trigger a document generation task that runs in the background for very large files or lists.
Search templates
Query templates by name or tag to find the right asset for a specific document type.
Get account usage
Pull the number of documents generated this month to track against your plan limits.
Download generated file
Retrieve the final binary file from the Docmosis server after a successful merge.
Validate data
Test a JSON payload against a template to ensure no required fields are missing before generating.

12 actions · scroll to see them all

Frequently asked questions

Ceven interacts with Docmosis through its API to send data payloads to your existing templates. You create the visual layout in Microsoft Word using Docmosis tags and upload that file to your Docmosis account. When a workflow triggers, Ceven gathers the necessary data from your connected SaaS tools, formats it into the JSON structure your template expects, and sends it to the Docmosis engine. The engine merges the data and returns a PDF or Word file. Ceven then handles the delivery of that file to your chosen destination, such as an email attachment or a folder in Google Drive.
Yes. Docmosis supports powerful conditional logic within the templates themselves. You can use if then else statements to show or hide entire sections of a document based on the data Ceven sends. For example, if a customer is based in Europe, the agent can send a flag that triggers the inclusion of a specific GDPR disclosure section in the final PDF. This means you only need one master template for different regions or customer tiers rather than maintaining dozens of nearly identical files, which simplifies your document management and reduces errors.
Docmosis handles missing data based on your template settings. By default, if a field is missing, it simply leaves a blank space in the document. However, you can configure templates to use default values. Within Ceven, you can build a validation step using the Validate data action. This allows the agent to check the data payload against the template requirements before the actual generation call is made. If a critical piece of information is missing, the agent can pause the workflow and notify a human user to provide the missing detail.
Docmosis handles very large documents, but there are critical timeouts to consider. For standard synchronous requests, the API expects a response within a short window. If you are generating reports with hundreds of pages or massive tables, you must use the async merge action. Ceven is built to handle this by triggering the async job and then polling the Get document status endpoint. Once the server signals that the file is ready, the agent retrieves it. This ensures that large scale document runs do not time out or crash your workflow.
Docmosis does not store your generated documents permanently; it acts as a processing engine. Once the file is generated, it is available for a limited time for download. Ceven follows a secure transit pattern where it pulls the file immediately upon completion and pushes it to your own secure storage, such as an S3 bucket or SharePoint. Because the files are not stored on the Docmosis servers long term, your sensitive customer data is not sitting in a third party repository, reducing your security footprint and helping with compliance requirements.
One specific quirk of the Docmosis API is the strict nature of its template naming and versioning. If you attempt to update a template with a file that has a different internal structure or corrupted metadata, the API may reject the upload. Additionally, users on lower tier plans may encounter rate limits on the number of concurrent generation requests. Ceven manages this by implementing a retry queue with exponential backoff. If the API returns a rate limit error, the agent waits a few seconds before trying again, ensuring your document production does not fail during peak volume.
Yes. While PDF is the most common output for final delivery, Docmosis can also output files in Word format. This is particularly useful for workflows where a document needs a human review and manual edit before it is finalized and sent to a client. In this scenario, Ceven generates the Word document and saves it to a shared folder. A staff member can then open the file, make a few fine tuned adjustments, and then use a separate workflow to convert that final Word version into a locked PDF for the customer.
Batch generation is handled by looping through a data set and triggering individual merge calls or using the bulk processing features of the API. The agent can pull a list of one hundred customers from your database and trigger one hundred separate Docmosis generation calls. To avoid hitting API limits, Ceven staggers these requests. Once the documents are produced, the agent can group them together, zip them into a single archive, or send them as individual emails to each recipient, depending on how you have configured your workflow logic.

Alternatives to Docmosis

Other tools that solve a similar problem. Ceven supports these too, so you can switch or run more than one at once.

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