Pre-fill from PostgreSQL
Eliminate issues of manual data entry and ensure information accuracy and accountability. Automatically transfer information from your PostgreSQL database to your documents with the Pre-fill from PostgreSQLBot.Try automation, it’s free!
What the Bot does
The Bot transfers data from the selected PostgreSQL database table to documents based on the ‘if-this-then-that’ conditions you set.
When to use
Install and configure the Bot to automate the process of creating contracts, sales invoices, and proposals pre-populated with the PostgreSQL database information you need.
- Author airSlate Inc.
- Setup duration 5-10 min.
- Used in 83 Templates
- Used in 66 Workspaces
- Installed 289 times in the last 30 days
- 98% success rate
Get your automated workflows up and running in minutes with the Pre-fill from PostgreSQL. No coding required.
Map fields in a document with data in the PostgreSQL database table
Configure Bot settings
First, connect to your PostgreSQL account using a direct link or the SSH key. Select the database and table you intend to pull data from. Then, select the document you want to populate and connect the columns in your database table to the document fields.
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 should run
Define what will trigger the Bot to act. These can be a specific date, document data, user roles, email, or name. E.g., tell the Bot to prefill an approval form with data from a PostgreSQL database table when the document is completed for the first time.
Get your document prefilled with PostgreSQL data
Once the Bot is configured, share your document with anyone who needs to sign and complete it. Based on the conditions you’ve set, it will be prefilled with data from the selected PostgreSQL database table.
Try pre-built workflows to experience the Pre-fill from PostgreSQL in action
Capital Expenditure Request Approval
The Capital Expenditure Request Flow is used by accounting and finance departments to get expenditure requests approved by their company’s CFO and CEO.
Service Request Details
The Service Request Details Flow is used by administrators to automate requests for services to be completed using their company’s assets.
The Subcontractor Application 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.
Install the Pre-fill from PostgreSQL to automate your document workflows
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