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Plumsail Documents + PostgreSQL Integrations

How to connect Plumsail Documents + PostgreSQL

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Supported triggers and actions

What does this mean?
    • Process NameRequired

    Action
    Write
    • Table/ViewRequired

      We expect at least one unique (and usually autoincrement) primary key column so we can deduplicate records properly! Otherwise we will make a best guess on a random column to use to deduplicate.

    • Order By

      Highly recommended! Usually you want the results to be most recent first so we can skim off only new results, so choose something like date_created or your autoincrement id. Column names that contain a space must be enclosed within brackets [ ].

    • Dedupe Key

      We default to what the primary key is on the table as the unique key to deduplicate on. If you prefer another field, select it here.

    Trigger
    Scheduled
    Try It
  • PostgreSQL triggers, actions, and search

    New Table

    Triggered when you add a new table.

    Trigger
    Scheduled
    Try It
    • TableRequired

    Action
    Write

How Plumsail Documents + PostgreSQL Integrations Work

  1. Step 1: Authenticate Plumsail Documents and PostgreSQL.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
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plumsail-documents logo

About Plumsail Documents

Generate documents from DOCX, XLSX, PPTX, HTML templates and populate fillable PDF forms. Automate your contracts, invoices, reports, tickets and more.
Learn more

Related categories

  • Documents
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About PostgreSQL

PostgreSQL is a powerful, open-source database engine with a uniquely advanced query optimizer and dozens of built in features, making it an easy choice for production databases.
Learn more

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