Archive chat summaries upon human agent handoff
Whenever a conversation is handed off in Chatforma, automatically write a summary directly into PostgreSQL for central analytics.
See all Chatforma + PostgreSQL integrations or talk to a human
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How Knit builds this workflow
The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.
Chatforma Explore Chatforma →
TriggersFires when a new chat or conversation begins in Chatforma.
Fires when Chatforma captures a lead during a conversation.
Fires when Chatforma escalates a conversation to a human.
Sends a message to a user through Chatforma.
Asks Chatforma a question against its knowledge base and returns the answer.
Uses Chatforma to summarize a chat transcript.
Opens a support ticket from an Chatforma conversation.
PostgreSQL Explore PostgreSQL →
TriggersFires when a new row is added to a table in PostgreSQL.
Fires when an existing row changes in PostgreSQL.
Fires when a scheduled query in PostgreSQL finishes running.
Runs a SQL query against PostgreSQL and returns the result.
Writes a new or updated row to PostgreSQL.
Syncs a table in PostgreSQL with data from another source.
More Chatforma + PostgreSQL workflows
Store new chat leads in a backend database
When a prospective customer provides details in Chatforma, automatically insert or update a row in PostgreSQL to retain prospect data.
See details
Answer chatbot inquiries using database query results
When a data query result becomes ready in PostgreSQL, automatically send a generated message in Chatforma back to the active user.
See details
See all Chatforma + PostgreSQL integrations → · Browse the full workflow library →
Common questions
Can Knit build “Archive chat summaries upon human agent handoff” between Chatforma and PostgreSQL?
Yes — describe it in the box above and Knit's Integrations Agent researches Chatforma and PostgreSQL's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.
How long does it take to build?
Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.
What is the main benefit of pairing Chatforma with PostgreSQL?
It bridges public customer chats with backend data stores, ensuring lead details are stored safely and allowing assistants to retrieve live record updates instantly.
Can updates in PostgreSQL prompt messages in Chatforma?
Yes, when a row is updated or inserted in PostgreSQL, you can instruct Chatforma to send an automated message or follow-up response to the user.