Export Custom Values to PostgreSQL
Reduce manual data entry while improving data accuracy and consistency. Automatically transfer custom data from documents to a PostgreSQL database with the Export Custom Values to Google Sheets Bot.Try automation, it’s free!
What the Bot does
The Bot transfers custom values to a PostgreSQL database once a document has been completed based on the ‘if-this-then-that’ conditions you set.
When to use
Install and configure the Bot when you need to automate the process of transferring custom data such as the date of signing or any manually entered details in your PostgreSQL database.
- Author airSlate Inc.
- Setup duration 5-10 min.
- Used in 83 Templates
- Used in 64 Workspaces
- Installed 326 times in the last 30 days
- 97% success rate
Get your automated workflows up and running in minutes with the Export Custom Values to PostgreSQL. No coding required.
Match the necessary data with different columns
Configure Bot settings
First, connect to your PostgreSQL account. Once connected, select a database and the table you need. Then, match custom values with the fields in a PostgreSQL database and enter the custom data you want to export.
Note: To install and configure Bots, start by creating a workflow.
Add multiple conditions and tell the Bot to run when all or some of them are executed
Add conditions for when the Bot will act
Define what will trigger the Bot to act. These can be a specific date, document data, user roles, email, or name. For example, select document fields and tell the Bot to export custom values when these fields have been completed.
View the Bots log or use tags to check if the Bot ran successfully
Get custom values exported to PostgreSQL
Once the Bot is configured, share your document with anyone who needs to sign and complete it. Based on the conditions you’ve set, the information you need will be exported to the specified table of a PostgreSQL database.
Try pre-built workflows to experience the Export Custom Values to PostgreSQL in action
The Employee Onboarding Flow is used by HR departments to automatically collect new employee information for future use.
Daily Construction Report
The Daily Construction Report Flow is used by construction managers to organize project management and reduce routine administrative tasks. Construction Managers use this Flow to get from planning to construction faster and close out projects on time without human error.
Travel Insurance Request
The Travel Insurance Request Flow is used by industry professionals to automate the process of collecting documents, allowing insurance professionals to quickly gather data from multiple sources.
Install the Export Custom Values to PostgreSQL to automate your document workflows
Other Bots often used with the Export Custom Values to PostgreSQL
Pre-fill from PostgreSQL Pre-fill Dropdowns from PostgreSQL Export to PostgreSQL Bot Forbid Saving as Draft Bot Delete Incomplete Flows Bot Remind Recipients to Complete Documents Bot