Connect Lago and Investr to Build Intelligent Automations
Choose a Trigger
When this happens...
New Payment Arrives
New Customer Created
New Plan
New Invoice Created
Choose an Action
Automatically do this!
- Request a new Action for Investr
Enable Integrations or automations with these events of Lago and Investr
Enable Integrations or automations with these events of Lago and Investr
Triggers
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
Actions
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
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Frequently Asked Questions
To start, connect both your Lago and Investr accounts to viaSocket. Once connected, you can set up a workflow where an event in Lago triggers actions in Investr (or vice versa).
Absolutely. You can customize how Lago data is recorded in Investr. This includes choosing which data fields go into which fields of Investr, setting up custom formats, and filtering out unwanted information.
The data sync between Lago and Investr 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 Lago and Investr. 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.
About Investr
Investr is a financial management and investment tracking app that helps users monitor portfolios, analyze market trends, and make informed investment decisions. It provides real-time data, insights, and tools to simplify wealth management.
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