Connect Docugami and Lago to Build Intelligent Automations
Choose a Trigger
When this happens...
Create Project
Create Docsets
Choose an Action
Automatically do this!
List All Invoices
Get an Invoice
List Plans
Get Subscription Plan
Ready to use Docugami and Lago automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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.
New Payment Arrives
Runs when new payment arrives
New Customer Created
Runs when a new customer is created.
Do thisActions
Action is the task that follows automatically within your Docugami integrations.
Create a docset
Create a docset in Docugami.
Create a project
Create a Project in Docugami.
Publish a project
Publish a project in Docugami.
List All Invoices
Show invoices and usage totals
Get an Invoice
Show invoice details & totals
List Plans
Show all subscription plans
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Frequently Asked Questions
To start, connect both your Docugami and Lago accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in Lago (or vice versa).
Absolutely. You can customize how Docugami data is recorded in Lago. This includes choosing which data fields go into which fields of Lago, setting up custom formats, and filtering out unwanted information.
The data sync between Docugami and Lago 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 Docugami and Lago. 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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