Team
Shared credential for production and unattended runs.
Connect Docugenerate with Hookshot™ and your stack
DocuGenerate simplifies document generation by converting Word templates and JSON data into professional PDF files with ease. It supports automation of contracts, invoices, letters, certificates, and more, catering to both developers and non-developers. With an intuitive REST API and no-code integrations, it ensures seamless functionality for any scale.
Tools and triggers
What Agents can do in Docugenerate
Available tools and events after Docugenerate is connected.
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Delete Document
Tool to delete a document by ID. Permanently removes the document from storage. Use when you need to clean up generated documents or remove outdated files from DocuGenerate.
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Delete Template
Tool to permanently delete a template by ID. Removes the template and all associated versions from storage. Use when a template is no longer needed.
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Generate Documents From Template
Tool to generate document(s) from a template by merging JSON data or uploading a data file. Use when you need to programmatically produce one or more documents and receive metadata including a download URL.
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Get Document by ID
Tool to retrieve a specific document by ID. Returns document metadata including name, format, template_id, and download URL. Use when you need to fetch details about an existing generated document.
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Get or List Templates
Tool to retrieve or list existing templates. Use when needing template IDs and metadata before making updates or generating documents.
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Get Template by ID
Tool to retrieve a specific template by ID. Returns template metadata including name, format, region, and configuration settings.
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List Documents by Template
Tool to list all documents generated from a template. Results are ordered by created time in descending order. Use when you need to retrieve a list of previously generated documents for a specific template.
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Update Document
Update a document's name/title in DocuGenerate. Use this to rename an existing document after it has been generated. Requires a valid document ID (obtained from document generation or listing) and the new name. Returns…
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Update Template
Tool to update a template’s file and settings. Use after confirming the template ID and desired inputs.
Setup
Connect Docugenerate in Hookshot™
Pick a scope, then confirm what can start a Protege and what it can do.
Trigger Access
What can start a Protege from this app.
Tool Access
What a Protege can do after it starts.
Connection scope
Prefer team for production.
Personal
Tied to one user—only when the workflow needs their account.
Chat
Team-scoped for supported chat surfaces.
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See Hookshot™ in your stack.
Request early access or book a live walkthrough with the team.
