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Export to PostgreSQL Bot

Eliminate manual data entry errors while ensuring business data accuracy and accountability. Automatically transfer data from a document to a PostgreSQL database using the Export to PostgreSQL Bot.
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What the Bot does
The Bot transfers information from the document to the selected PostgreSQL database based on the ‘if-this-then-that’ conditions you’ve set.
When to use
Install and configure the Bot to automatically store data from sales orders, sales quotes, contracts, and more in the PostgreSQL database of your choice.
  • Author airSlate Inc.
  • Setup duration 5-10 min.
  • Used in 76 Templates
  • Used in 53 Workspaces
  • Installed 289 times in the last 30 days
  • 100% success rate
Star Rating
4.5 out of 5
(37 votes)
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Get your automated workflows up and running in minutes with the Export to PostgreSQL Bot. No coding required.

Match several document fields with different columns
Configure Bot settings
First, connect to your PostgreSQL account. Once connected, select the PostgreSQL database and a table. Match your document’s field data or recipient’s information with the rows in the database table you need.
Note: To install and configure Bots, start by creating a workflow.
Add multiple conditions and tell the Bot to act when all or some of them are executed
Add conditions for when the Bot will act
Define what will trigger the Bot to act. Triggers can be a specific date, document data, user roles, an email, or a name. For example, tell the Bot to run once a document has been completed.
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View the Bots log or use tags to check if the Bot ran successfully
Get your data exported in seconds
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 from the document will be transferred to the selected PostgreSQL database.
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Install the Export to PostgreSQL Bot
to automate your document workflows

Learn more in this Bot’s airSlate Academy course

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