Connect Brex and Peanutsquare
Integrate Brex with Peanutsquare to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Brex + Peanutsquare flows
Start from a real workflow other teams are already running.
Choose a trigger
Brex
When this happens...
Updated Expense
Choose an action
Peanutsquare
Automatically do this!
Create Lead
Update Lead
List Contacts
List Salespeople
List Sales Teams
List Lead Sources
Find Tags
Create Contact
Find Contacts
Update Contact
Archive or Restore Contact
Cancel Sales Order
Create Opportunity
Find Leads or Opportunities
Mark Opportunity as Won
Create Quotation
Find Sales Orders
Add Product Line To Sales Order
Confirm Quotation
Create Product
Find Products
Update Product Prices
Create Customer Invoice
Post an Invoice
Find Unpaid Customer Invoices
Create Tag
Find Contacts by Tags
Add Tags to Customer
Create Lead in Peanutsquare when Updated Expense in Brex
Use this flowUpdate Lead in Peanutsquare when Updated Expense in Brex
Use this flowList Contacts from Peanutsquare when Updated Expense in Brex
Use this flowList Salespeople from Peanutsquare when Updated Expense in Brex
Use this flowList Sales Teams from Peanutsquare when Updated Expense in Brex
Use this flowList Lead Sources from Peanutsquare when Updated Expense in Brex
Use this flowFind Tags in Peanutsquare when Updated Expense in Brex
Use this flowCreate Contact in Peanutsquare when Updated Expense in Brex
Use this flowFind Contacts in Peanutsquare when Updated Expense in Brex
Use this flowUpdate Contact in Peanutsquare when Updated Expense in Brex
Use this flowSupported Triggers & Actions
Everything you can automate between Brex and Peanutsquare.
When this happensTriggers
A trigger is an event that starts a workflow.
Updated Expense
Runs when a card expense is created or changed, with optional status filters.
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.
Do thisActions
Action is the task that follows automatically within your Brex integrations.
Invite User
Invite a new employee to Brex with name, email and optional team details.
Update User
Update a Brex user's status, manager, department, location, title or other details.
Create Card
Issue a new virtual or physical Brex card for a user, with optional spend limits.
Unlock Card
Unlock a locked Brex card so it can be used again.
Lock Card
Lock a Brex card to prevent use until unlocked. Requires card ID and reason; optional description.
Terminate Card
Permanently terminate a Brex card by ID; select a reason and optional description.
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 Brex
Handle your company’s deposits, payments, credit cards, spend management, and accounting in one place. Brex makes it refreshingly easy to see how your money’s being used and control how it’s spent.
Learn moreSimilar apps
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.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Brex and Peanutsquare 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 Brex and Peanutsquare 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 Peanutsquare. No coding required.
Yes. You can set up a workflow where Brex triggers actions in Peanutsquare, and a separate workflow where Peanutsquare triggers actions in Brex. 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 Brex and Peanutsquare. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Brex and Peanutsquare integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
