Connect Lago and Capsule CRM
Integrate Lago with Capsule CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Invoice in Lago when New or Updated Contact in Capsule CRM
List All Customers from Lago when New or Updated Contact in Capsule CRM
List All Invoices from Lago when New or Updated Contact in Capsule CRM
Get an Invoice from Lago when New or Updated Contact in Capsule CRM
List Plans from Lago when New or Updated Contact in Capsule CRM
Popular Lago + Capsule CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Lago
When this happens...
New Payment Arrives
New Customer Created
New Plan
New Invoice Created
Choose an action
Capsule CRM
Automatically do this!
Create Contact
Update Opportunity
List Tasks
Add Note to Entity
Create Opportunity
Create a project
Create Task
Update Contact
Find Contact
Find Milestone
List Parties
List opportunities
List projects
List tasks
List users
List teams
List pipelines
List milestones
List lost reasons
List boards
List stages
List track definitions
List task categories
List activity types
Create Invoice in Lago when New or Updated Contact in Capsule CRM
Use this flowList All Customers from Lago when New or Updated Contact in Capsule CRM
Use this flowList All Invoices from Lago when New or Updated Contact in Capsule CRM
Use this flowGet an Invoice from Lago when New or Updated Contact in Capsule CRM
Use this flowList Plans from Lago when New or Updated Contact in Capsule CRM
Use this flowGet Subscription Plan from Lago when New or Updated Contact in Capsule CRM
Use this flowCreate Coupon in Lago when New or Updated Contact in Capsule CRM
Use this flowList all Coupons from Lago when New or Updated Contact in Capsule CRM
Use this flowApply Coupon in Lago when New or Updated Contact in Capsule CRM
Use this flowList All Add Ons from Lago when New or Updated Contact in Capsule CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Lago and Capsule CRM.
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
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
Do thisActions
Action is the task that follows automatically within your Lago integrations.
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
Get an Invoice
Show invoice details & totals
List Plans
Show all subscription plans
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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From idea to automation.
AI will build it for you
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 Capsule CRM
CRM software helps sales teams enhance customer relationship management by centralizing customer information, tracking customer interactions across multiple platforms, and providing tools for effective contact management.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Lago and Capsule CRM 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 Lago and Capsule CRM 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 Capsule CRM. No coding required.
Yes. You can set up a workflow where Lago triggers actions in Capsule CRM, and a separate workflow where Capsule CRM triggers actions in Lago. 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 Lago and Capsule CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Lago and Capsule CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
