Connect PostgreSQL and Docugami to Build Intelligent Automations
Choose a Trigger
When this happens...
Postgresql (mutiple table)
Choose an Action
Automatically do this!
Create a docset
Create a project
Publish a project
Ready to use PostgreSQL and Docugami automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Postgresql (mutiple table)
Get all the data, which was updated in last 15 min, from all the table provided.
Create Project
Triggers when new projects are created within the selected time interval.
Create Docsets
Triggers when new docsets are created within the selected time interval.
Do thisActions
Action is the task that follows automatically within your PostgreSQL integrations.
Execute a Query (advanced)
You can select, create, update or delete row(s) of table via custom SQL query.
Insert row
Adds a new row into the table.
Create a docset
Create a docset in Docugami.
Create a project
Create a Project in Docugami.
Publish a project
Publish a project in Docugami.
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Frequently Asked Questions
To start, connect both your PostgreSQL and Docugami accounts to viaSocket. Once connected, you can set up a workflow where an event in PostgreSQL triggers actions in Docugami (or vice versa).
Absolutely. You can customize how PostgreSQL data is recorded in Docugami. This includes choosing which data fields go into which fields of Docugami, setting up custom formats, and filtering out unwanted information.
The data sync between PostgreSQL and Docugami typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between PostgreSQL and Docugami. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
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