ceven

Documint

Automates the generation of dynamic PDFs and documents from templates, mapping live data from your CRM or database directly into formatted files.

Try Documint in Ceven

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Standard

Why use Ceven?

  1. AI native Documint integration

    • Describe the outcome and Ceven picks the right Documint 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 Documint data, across all 6 of its actions.

  2. Managed auth

    • Built in OAuth with automatic token refresh and rotation.
    • One place to manage, scope, and revoke Documint 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 Documint, when, and on whose behalf.
    • The agent pauses and asks when Documint is unclear instead of plowing ahead.

  4. Enterprise grade security

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

Supported tools

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

Get Template
Use this when you need to fetch the configuration and layout details of a specific template before generating a document.
List Templates
Pull all available templates in the account. Use this to find the correct template ID for a specific document type.
Update Template
Modify the settings or layout of an existing template. Use this to adjust dynamic fields or update branding elements.
Delete Template
Permanently remove an outdated or unused template from the account using the template ID.
List Documents
Pull a list of all generated documents in the account to track production history or find specific file links.
Generate Document
Create a new document by merging a template ID with a JSON payload of custom data.
Search Templates
Query templates by name or tag to find the right asset for a specific workflow trigger.
Get Document
Retrieve the specific metadata and download link for a single generated document.
Create Template
Initialize a new template shell within the account to be configured via the editor.
Clone Template
Duplicate an existing template to create a variation for a different region or product line.
Archive Document
Move a generated document to the archive state to clean up the active document list.
Validate Data
Check if a JSON payload matches the required fields of a Documint template before generation.

12 actions · scroll to see them all

Frequently asked questions

Ceven maps data by matching the keys in your source data to the merge tags defined in your Documint template. When an agent triggers a document generation, it first pulls the necessary fields from your connected SaaS tools, formats them into a JSON object, and sends that object to the Documint API. If a field is missing from the source, the agent can be instructed to use a default value or flag the document for human review. This ensures that every generated PDF is complete and professional without requiring manual data entry for every single file created.
Yes. Ceven can use the update template action to modify settings or metadata associated with your documents. While the visual drag and drop design is best handled in the Documint editor, the agent can manage the underlying configuration, update template names, or change the default output settings. This is particularly useful for teams that manage hundreds of templates across different clients and need to perform bulk updates to naming conventions or organizational tags without clicking through every single template manually in the dashboard.
If a template is deleted and recreated, the ID will change, which would normally break a workflow. To prevent this, Ceven can be configured to use the list templates action to search for a template by name before every generation call. The agent finds the current ID associated with that name and uses it for the request. This creates a layer of abstraction that makes your document workflows resilient to manual changes in the Documint dashboard, ensuring that your automation does not stop working just because a template was replaced.
Ceven is bound by the rate limits and plan quotas of your Documint account. A critical quirk to note is that Documint enforces strict API rate limits based on your subscription tier, which can lead to 429 errors during massive batch runs. To handle this, Ceven implements an exponential backoff strategy. If the agent hits a rate limit, it will pause and retry the request automatically. For very large volumes, we recommend scheduling document generation in smaller batches throughout the day to avoid hitting these ceiling limits.
Ceven does not just generate the file; it handles the delivery. Once Documint returns the URL of the generated PDF, the agent can take that link and attach it to an email via Gmail, upload it to a folder in Google Drive, or send it as a message in Slack. You can build a workflow where the agent generates the document, waits for a manager to approve the link in a chat thread, and then automatically emails the final PDF to the customer for signature.
Ceven does not store the binary PDF files. Instead, it handles the metadata and the temporary download links provided by the Documint API. This approach ensures that your sensitive documents remain securely hosted within Documint or your own chosen storage provider like AWS S3 or Dropbox. When a workflow needs to access a document, the agent retrieves the latest link from Documint in real time, ensuring that the version being sent or stored is always the most current one available.
Yes. By using the list documents action, Ceven can pull a full history of every document generated across your account. You can prompt the agent to analyze this list and create a report on how many documents were generated per client or per template. This allows you to identify which templates are most used and which are obsolete. The agent can then suggest which templates to delete or archive to keep your Documint workspace clean and organized.
For templates that require tables with a variable number of rows, Ceven formats the data as an array of objects within the JSON payload. The agent ensures that the array structure matches exactly what the Documint table element expects. This allows you to generate invoices with one item or one thousand items without changing the template. The agent handles the logic of aggregating the line items from your order management system and structuring them correctly so the table expands dynamically in the final PDF.

Alternatives to Documint

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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