Connect Callingly and Peanutsquare
Integrate Callingly with Peanutsquare to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Client in Callingly when When a new lead is created in Peanutsquare
Call Lead via Callingly when When a new lead is created in Peanutsquare
Schedule Call with Callingly when When a new lead is created in Peanutsquare
Call Lead via Callingly when New Contact Created in Peanutsquare
Schedule Call with Callingly when New Contact Created in Peanutsquare
Popular Callingly + Peanutsquare flows
Start from a real workflow other teams are already running.
Choose a trigger
Callingly
When this happens...
Call Ends
New Lead Is Created
Lead Is Updated
Choose an action
Peanutsquare
Automatically do this!
Create Lead
Update Lead
Find Contacts
List Salespeople
List Sales Teams
List Lead Sources
Find Tags
Create Contact
Find Contacts
Update Contact Details
Archive or Restore Contact
Cancel Sales Order
Create Opportunity
Find Leads and Opportunities
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 Invoices
Create Tag
Find Contacts by Tags
Add Tags to Customer
Create Client in Callingly when When a new lead is created in Peanutsquare
Use this flowCall Lead via Callingly when When a new lead is created in Peanutsquare
Use this flowSchedule Call with Callingly when When a new lead is created in Peanutsquare
Use this flowCall Lead via Callingly when New Contact Created in Peanutsquare
Use this flowSchedule Call with Callingly when New Contact Created in Peanutsquare
Use this flowCreate Team in Callingly when New Contact Created in Peanutsquare
Use this flowCreate Client in Callingly when When a new order is created in Peanutsquare
Use this flowCall Lead via Callingly when When a new order is created in Peanutsquare
Use this flowSchedule Call with Callingly when When a new order is created in Peanutsquare
Use this flowCreate Team in Callingly when When a new order is created in Peanutsquare
Use this flowSupported Triggers & Actions
Everything you can automate between Callingly and Peanutsquare.
When this happensTriggers
A trigger is an event that starts a workflow.
Call Ends
Runs when call ends
New Lead Is Created
Runs when new lead is created
Lead Is Updated
Runs when lead is tagged or its status is updated.
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 a new order is created
Runs the workflow automatically whenever a new order is created in the account.
Do thisActions
Action is the task that follows automatically within your Callingly integrations.
Create Client
Create a new client and return the client's details.
Call Lead
Connect a lead to the first available team member by phone.
Schedule Call
Create or update a lead and schedule your team to call them at a chosen time.
Create Team
Create a new team
Create Lead
Create a new lead in the CRM.
Update Lead
Update an existing lead's details in Odoo CRM.
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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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 Callingly
Callingly is a powerful tool designed to help businesses connect with leads instantly by automating the process of making phone calls. It ensures that sales teams can respond to inquiries quickly, improving conversion rates and customer satisfaction.
Learn more
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 Callingly 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 Callingly 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 Callingly triggers actions in Peanutsquare, and a separate workflow where Peanutsquare triggers actions in Callingly. 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 Callingly and Peanutsquare. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Callingly 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.
