Connect DocsBot and Lago
Integrate DocsBot with Lago to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular DocsBot + Lago flows
Start from a real workflow other teams are already running.
Choose a trigger
DocsBot
When this happens...
- Request a new Trigger for DocsBot
Choose an action
Lago
Automatically do this!
Create Invoice
List All Customers
List Subscriptions
List All Invoices
Get an Invoice
List Plans
Get Subscription Plan
Create Coupon
List all Coupons
Apply Coupon
List All Add Ons
Create Tax Rate
List Tax Rates
Ask Question in Docsbot when New Payment Arrives in Lago
Use this flowCreate Web Source in Docsbot when New Payment Arrives in Lago
Use this flowAsk Question in Docsbot when New Customer Created in Lago
Use this flowCreate Web Source in Docsbot when New Customer Created in Lago
Use this flowAsk Question in Docsbot when New Plan in Lago
Use this flowCreate Web Source in Docsbot when New Plan in Lago
Use this flowAsk Question in Docsbot when New Invoice Created in Lago
Use this flowCreate Web Source in Docsbot when New Invoice Created in Lago
Use this flowSupported Triggers & Actions
Everything you can automate between DocsBot and Lago.
When this happensTriggers
A trigger is an event that starts a workflow.
New Payment Arrives
Runs when new payment arrives
New Customer Created
Runs when a new customer is created.
New Plan
Triggers when a new plan is created.
New Invoice Created
Triggers When a new invoice is created
Do thisActions
Action is the task that follows automatically within your DocsBot integrations.
Ask Question
Ask a new question to your DocsBot and get an answer.
Create Web Source
Creates a new source to train a bot.
Create Invoice
Create a new invoice
List All Customers
Retrieve filtered customers
List Subscriptions
Get filtered subscriptions
List All Invoices
Show invoices and usage totals
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About DocsBot
DocsBot AI is an advanced AI-powered tool designed to assist users in managing, generating, and analyzing documents efficiently. It leverages artificial intelligence to automate document-related tasks, making it easier for businesses and individuals to handle large volumes of documents with accuracy and speed.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your DocsBot and Lago accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between DocsBot and Lago as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Lago. No coding required.
Yes. You can set up a workflow where DocsBot triggers actions in Lago, and a separate workflow where Lago triggers actions in DocsBot. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between DocsBot and Lago. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire DocsBot and Lago integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
