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.

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

4.5 out of 5

(37 votes)

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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.