Developed by
airSlate Inc.
Setup duration 5-10 min.
What the Pre-fill from PostgreSQL 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 the Pre-fill from PostgreSQL
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.
Export Custom Values to Pre-fill from PostgreSQL
Get your automated workflows up and running in minutes. No coding required.
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 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.
Learn more
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.
Learn more
Subcontractor Application
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.
Learn more
Sales Call Report
The Sales Call Report Flow Template is used by sales departments to automate contract management processes and speed up customer data collection.
Learn more
Other Bots often used with the Pre-fill from PostgreSQL
Eliminate repetitious activities with no write code
Employ Pre-fill from PostgreSQL
Begin a new Flow and transfer forms or generate templates right on the platform to enable the Bots option. Find a needed software robot from the list.
Configure it
Open the Bot configuration. Complete all of the required fields to define general and advanced settings. Consider determining activation conditions to protect yourself from false activations (you can include several conditions).
Figure out the way it operates
Implement the workflow and explore the outcomes. Ensure the software robots are operating correctly. If something doesn’t work, look into the Bots log to fix the errors and execute your Flow again.
