--- title: "Connect PostgreSQL and Docupilot - APIANT.ai" description: "When \"New or Updated Row\" fires in PostgreSQL, your agent runs \"Create Envelope\" in Docupilot." canonical: "https://apiant.ai/connect/postgresql-to-docupilot" --- # Connect PostgreSQL and Docupilot When **New or Updated Row** fires in [PostgreSQL](https://apiant.ai/connections/postgresql), your agent runs **Create Envelope** in [Docupilot](https://apiant.ai/connections/docupilot), or **Envelope Completed** in Docupilot to **Add Row** in PostgreSQL. Describe the whole flow and it is built, tested on every scenario and kept running. PostgreSQL **4** triggers PostgreSQL **6** actions Docupilot **2** triggers Docupilot **34** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want PostgreSQL and Docupilot to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What PostgreSQL and Docupilot can do together ### From PostgreSQL to Docupilot - When **New or Updated Row** in PostgreSQL then **Create Envelope** in Docupilot - When **New Row** in PostgreSQL then **Create Envelope Recipient** in Docupilot ### From Docupilot to PostgreSQL - When **Envelope Completed** in Docupilot then **Add Row** in PostgreSQL - When **New Envelope** in Docupilot then **Update Row** in PostgreSQL Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with PostgreSQL and Docupilot ## Triggers and actions 6 triggers · 40 actions - Trigger **New or Updated Row** Triggers when a new row is added or modified. - Trigger **New or Updated Row (Custom Query)** Fires for each new or changed row returned by a SELECT statement you write against the connected PostgreSQL database. - Trigger **New Row** Triggers when you add a new row. - Trigger **New Table** Fires when a new table appears in the connected PostgreSQL database. - Action **Add Row** Adds a new row. - Action **Delete Row** Delete the rows in a table whose chosen column equals a value. - Action **Find Row** Finds a row in a table via a lookup column. - Action **Find Rows via Custom Query** Runs a SELECT statement you write against the connected PostgreSQL database and returns every row it matches. - Action **Find Row via Custom Query** Runs a SELECT statement you write against the connected PostgreSQL database and returns the first row it matches. - Action **Update Row** Updates an existing row. - Trigger **Envelope Completed** Triggers when all recipients finish signing an envelope. - Trigger **New Envelope** Triggers when a new e-signature envelope is created. - Action **Cancel Envelope** Cancel an in-progress e-signature envelope. - Action **Convert Document** Convert a document to another format. - Action **Copy Template** Duplicate a template including its preferences and deliveries. - Action **Create Envelope** Create a new e-signature envelope. - Action **Create Envelope Recipient** Add a recipient to an e-signature envelope. - Action **Create Folder** Create a new folder. - Action **Create Template** Create a new document template. - Action **Create Template Delivery** Configure a new delivery on a template. - Action **Create Template Merge Link** Create a shareable link that generates a document from a template. - Action **Delete Folder** Delete a folder. - Action **Delete Template** Move a template to the trash. - Action **Get Bulk Generation Task** Retrieve a single bulk document-generation task. - Action **Get Envelope Details** Retrieve the details of an e-signature envelope. - Action **Get Envelope Responses** Retrieve the consolidated field responses for an envelope. - Action **Get Envelope Signing Link** Retrieve the signing link for an envelope. - Action **Get Template** Retrieve a single template by its id. - Action **Get Template Schema** Retrieve a template's merge-field schema. - Action **List Bulk Generation Tasks** List bulk document-generation tasks for a template. - Action **List Document History** List previously generated documents. - Action **List Envelope Recipients** List the recipients of an e-signature envelope. - Action **List Envelopes** List e-signature envelopes. - Action **List Folders** List the folders in the Docupilot account. - Action **List Template Deliveries** List the deliveries configured on a template. - Action **List Templates** List the templates in the Docupilot account. - Action **Merge Documents** Append and merge multiple documents into one. - Action **Place Signature Fields** Place the signature/input fields on an envelope's document. Required before Send Envelope: Docupilot rejects sending unless EVERY recipient has at least one field. Replaces the document's whole field set. - Action **Retry Document Delivery** Retry a failed document delivery. - Action **Send Envelope** Send an e-signature envelope to its recipients. - Action **Send Envelope Reminder** Send a signing reminder to an envelope's signers. - Action **Transform PDF** Apply a transformation to a PDF document. - Action **Trigger Bulk Generation** Start a prepared bulk document-generation task. - Action **Update Folder** Update a folder's details. - Action **Update Template** Update an existing template's settings. - Action **Upload CSV for Bulk Generation** Upload a CSV to start a bulk document-generation task for a template. ## Each app on its own - [ **PostgreSQL** Connect directly to a PostgreSQL database and run SQL statements from your automations.](https://apiant.ai/connections/postgresql) - [ **Docupilot** Docupilot is a document automation tool to generate PDFs, DOCX files, contracts, invoices and more with data...](https://apiant.ai/connections/docupilot) Reviews ## What our customers say ## More from PostgreSQL - [ **PostgreSQL to GoHighLevel** All-in-one sales and marketing platform agencies white-label and resell to their clients — contacts...](https://apiant.ai/connect/postgresql-to-gohighlevel) - [ **PostgreSQL to Base64 Encoder/Decoder** Easily convert any file type to a Base64 encoded string and vice versa using our free online converter.](https://apiant.ai/connect/postgresql-to-base64-encoder-decoder) - [ **PostgreSQL to Echoes** Quotes From Around The World](https://apiant.ai/connect/postgresql-to-echoes) - [ **PostgreSQL to French Address Search** French Address Search is the French Government's official address geocoding service, built on the Base...](https://apiant.ai/connect/postgresql-to-french-address-search) - [ **PostgreSQL to NiftyImages** NiftyImages is an email marketing tool that lets you personalize and change images so each recipient sees...](https://apiant.ai/connect/postgresql-to-niftyimages) - [ **PostgreSQL to PDF Generator API** # Introduction PDF Generator API allows you easily generate transactional PDF documents and reduce the...](https://apiant.ai/connect/postgresql-to-pdf-generator-api) ## More into Docupilot - [ **Slack to Docupilot** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-docupilot) - [ **Google Sheets to Docupilot** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-docupilot) - [ **Google Drive to Docupilot** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-docupilot) - [ **Mailchimp to Docupilot** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-docupilot) - [ **ActiveCampaign to Docupilot** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-docupilot) - [ **Trello to Docupilot** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/trello-to-docupilot) Questions ## PostgreSQL and Docupilot, answered ### ### What can start an automation from PostgreSQL? Any of PostgreSQL's 4 triggers in the catalog, including New or Updated Row, New or Updated Row (Custom Query), New Row and New Table. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Docupilot when something happens in PostgreSQL? Any of Docupilot's 34 actions, including Create Envelope, Create Envelope Recipient, Create Folder and Create Template. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Docupilot to PostgreSQL? Yes. When something happens in Docupilot, your agent can act in PostgreSQL too. This page covers both directions: Docupilot's triggers and PostgreSQL's actions are listed here as well. ### ### Do I have to build a connector for PostgreSQL or Docupilot? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use PostgreSQL and Docupilot without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.