Connect PandaDoc to PostgreSQL
Send PandaDoc contacts, members, documents and 11 more data types to PostgreSQL on a schedule. Filter by date. Refresh as often as every 15 minutes.
PostgreSQL
schema pandadoc
contactsmembersdocumentsdocument_attachmentsdocument_fields- 9 more data types
How to connect PandaDoc and PostgreSQL
4 steps. You can preview the PandaDoc data in Coupler.io before anything reaches PostgreSQL.
Step 1 of 4
Connect PandaDoc
Enter your PandaDoc API key. You only do this once per account.
Step 2 of 4
Choose what to export
Pick the PandaDoc data you want in PostgreSQL.
Show 6 more data types Show fewer data types
Step 3 of 4
Connect PostgreSQL
Enter your PostgreSQL connection details, then the schema and table for the PandaDoc data.
Show 3 more fields Show fewer fields
Step 4 of 4
Choose a write mode and schedule
Every run either replaces or appends the data in PostgreSQL. Run it as often as every 15 minutes.
Each run deletes the existing rows in contacts and loads fresh PandaDoc data.
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14 data types, including Contacts, Members, Documents, Document attachments and Document fields.
With your PandaDoc API key, entered once when you add the connection.
Yes. Set the start date to cover the period you need.
Yes, if the database user has CREATE privileges. Coupler.io creates the pandadoc schema and the contacts table on the first run.
Yes. Append adds new rows to contacts on each run, while Replace swaps in a fresh copy. With Append, add new PandaDoc columns to the table yourself before the next run.
On a schedule you choose, from monthly down to every 15 minutes, depending on your Coupler.io plan.
Yes. Add more sources to the same data flow, for example Pipedrive or Calendly, and join or append them before the data reaches PostgreSQL.
