Developed by
airSlate Inc.
Setup duration 5-10 min.
What the Export to PostgreSQL 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 the Export to PostgreSQL Bot
Install and configure the Bot to automatically store data from sales orders, sales quotes, contracts, and more in the PostgreSQL database of your choice.
Export Custom Values to Export to PostgreSQL Bot
Get your automated workflows up and running in minutes. No coding required.
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 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.
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.
Try pre-built workflows to experience the Export to PostgreSQL Bot in action
Customer Enquiry
The Customer Enquiry Flow is used by marketing departments to automate the process of handling direct questions raised by customers.
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COVID-19 Donation
The COVID-19 Donation Form Flow is used to streamline and automate the process of fundraising for specific initiatives aimed at preventing coronavirus infection.
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Pet Training Survey
The Pet Training Survey Flow is used by event managers to automate the process of collecting data from visitors for more efficient event planning.
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Book Proposal
The Book Proposal Flow is used by sales departments to save time and increase productivity by automating proposal-related processes.
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Other Bots often used with the Export to PostgreSQL Bot
Eliminate repetitive tasks without a single line of code
Use Export to PostgreSQL Bot
Start creating a new Flow and import forms or generate documents right on the platform to enable the Bots option. Choose a needed Bot from the list.
Set it up
Open the Bot setup menu. Complete all of the required fields to personalize general and advanced options. Don’t forget about indicating activation conditions to prevent false activations (you can include a few circumstances).
See the way it works
Execute the workflow and discover the results. Make sure
the software robots work correctly. If something doesn’t work, check the Bots log to fix the errors and run your Flow once again.
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