Connect ChatBotKit and Peanutsquare
Integrate ChatBotKit with Peanutsquare to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add Dataset Record to ChatBotKit when When a new lead is created in Peanutsquare
Create Conversation in ChatBotKit when When a new lead is created in Peanutsquare
Create dataset in ChatBotKit when When a new lead is created in Peanutsquare
Fetch DataSet in Chatbotkit when When a new lead is created in Peanutsquare
Delete Dataset from ChatBotKit when When a new lead is created in Peanutsquare
Popular ChatBotKit + Peanutsquare flows
Start from a real workflow other teams are already running.
Choose a trigger
ChatBotKit
When this happens...
- Request a new Trigger for ChatBotKit
Choose an action
Peanutsquare
Automatically do this!
Create CRM 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
Add Dataset Record to ChatBotKit when When a new lead is created in Peanutsquare
Use this flowCreate Conversation in ChatBotKit when When a new lead is created in Peanutsquare
Use this flowCreate dataset in ChatBotKit when When a new lead is created in Peanutsquare
Use this flowFetch DataSet in Chatbotkit when When a new lead is created in Peanutsquare
Use this flowDelete Dataset from ChatBotKit when When a new lead is created in Peanutsquare
Use this flowCreate Dataset Record in ChatBotKit when When a new lead is created in Peanutsquare
Use this flowAdd Dataset Record to ChatBotKit when New Contact Created in Peanutsquare
Use this flowCreate Conversation in ChatBotKit when New Contact Created in Peanutsquare
Use this flowCreate dataset in ChatBotKit when New Contact Created in Peanutsquare
Use this flowFetch DataSet in Chatbotkit when New Contact Created in Peanutsquare
Use this flowSupported Triggers & Actions
Everything you can automate between ChatBotKit and Peanutsquare.
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 ChatBotKit integrations.
Add Dataset Record
Add a new text record to the selected dataset.
Create Conversation
Start a conversation with initial messages; optionally attach a contact, task, space, or bot.
Create dataset
Create a dataset to train or update your chatbot
Fetch DataSet
This action fetch dataset detail.
Delete Dataset
Delete a dataset from ChatBotKit
Create Dataset Record
Add a knowledge record to a dataset so the chatbot can find relevant answers.
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 ChatBotKit
ChatBotKit is a comprehensive platform designed to help businesses and developers create, manage, and deploy chatbots with ease. It offers a range of tools and features to build intelligent conversational agents that can enhance customer interaction and automate support tasks.
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 ChatBotKit 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 ChatBotKit 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 ChatBotKit triggers actions in Peanutsquare, and a separate workflow where Peanutsquare triggers actions in ChatBotKit. 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 ChatBotKit and Peanutsquare. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ChatBotKit 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.
