Automate Peanutsquare with viaSocket
Eliminate repetitive tasks and manual data entry. Build automated workflows with viaSocket's AI agents and serverless logic — no code required.
Popular Use Cases
Start a workflow in your other tools whenever something new happens in Peanutsquare.
Update records in Peanutsquare automatically when data changes in the apps your team already uses.
Log Peanutsquare activity into a spreadsheet or database so reporting stays current without manual entry.
Popular ways to automate Peanutsquare
Ready-made flows built with Peanutsquare — preview one, then make it yours.
Ready to use Peanutsquare automations
Triggers and Actions in Peanutsquare Automations
viaSocket makes it simple to connect Peanutsquare and automate repetitive tasks.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new lead is created
Runs the workflow automatically whenever a new lead is created in the account.
New Contact Created
Polls Peanutsquare (Odoo) for new contacts created within the last scheduled interval.
When an order is created or confirmed
Runs the workflow automatically whenever an order is created or whenever an existing order is confirmed.
When a new product is created
Runs the workflow automatically when a new product is added in the account.
When a new payment is received
Runs the workflow automatically whenever a new incoming payment is recorded in the account.
When a tag is added to a contact
Runs the workflow automatically whenever a tag is added to a contact — whether the contact is newly created with that tag or an existing contact receives a new tag. The workflow runs once for each tag assignment.
Do thisActions
Action is the task that follows automatically within your Peanutsquare integrations.
Create CRM Lead
Create a new CRM lead with contact details, assignment, source and tags, address, and notes.
Update Lead
Update an existing lead's information in the CRM.
List Contacts
Retrieve contacts (res.partner) from Odoo and return basic fields (id, name, email, phone, mobile, street, city). Supports an optional result limit.
List Salespeople
List salespeople in your Odoo instance.
List Sales Teams
List sales teams from your Odoo CRM.
List Lead Sources
Retrieve UTM source records (utm.source) from your Odoo instance.
Real-world use cases of Peanutsquare integrations
See how Peanutsquare integrates with popular apps to automate tasks and streamline your workflow.
Start a workflow in your other tools whenever something new happens in Peanutsquare.
Update records in Peanutsquare automatically when data changes in the apps your team already uses.
Log Peanutsquare activity into a spreadsheet or database so reporting stays current without manual entry.
Alert the right teammate or channel when an important Peanutsquare event needs a response.
Add AI steps that summarize, classify, or draft text from your Peanutsquare data mid-workflow.
Run Peanutsquare workflows on a daily or weekly schedule to keep records and reports in sync.
How to get started with Peanutsquare automations
Automate when something happens in Peanutsquare
Login -> Create new flow -> Select trigger -> Search Peanutsquare -> Choose the trigger from the list
Take action in Peanutsquare when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search Peanutsquare -> Choose the action from the list
Trigger
Action
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About Peanutsquare
Peanut Square is an Odoo-focused ERP and software services company that helps businesses automate operations and scale. Based in Ahmedabad and serving clients worldwide, they provide end-to-end Odoo consulting, implementation, customization, development, migration, and support—alongside web, mobile, and SaaS development. Their solutions cover CRM, sales, inventory, accounting, manufacturing, HR/payroll, and eCommerce, integrating third-party tools for secure, scalable digital transformation.
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About viaSocket
viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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