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.

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

4.5 out of 5

(38 votes)

You’ve already rated this bot

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.

View the Bots log or use tags to check if the Bot ran successfully

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.