Developed by
airSlate Inc.
Setup duration 5-10 min.
What the Export Custom Values to PostgreSQL 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 the Export Custom Values to PostgreSQL
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.
Export Custom Values to Export Custom Values to PostgreSQL
Get your automated workflows up and running in minutes. No coding required.
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 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.
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
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Student Satisfaction Questionnaire
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Other Bots often used with the Export Custom Values to PostgreSQL
Eliminate repetitious tasks without a single line of code
Implement Export Custom Values to PostgreSQL
Start a new Flow and import forms or create templates right in the system to enable the Bots option. Find and choose a needed Bot from the list.
Configure it
Open the Bot configuration menu. Complete all of the required fields to personalize general and advanced options. Don’t forget about determining activation circumstances to avoid false activations (you can include a couple of circumstances).
Figure out the way it operates
Execute the workflow and discover the outcomes. Make sure
the software robots operate properly. If something goes wrong, look into the Bots log to correct the errors and execute your Flow once again.
