Connect Copilot and Peanutsquare
Integrate Copilot with Peanutsquare to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Copilot + Peanutsquare flows
Start from a real workflow other teams are already running.
Choose a trigger
Copilot
When this happens...
New Client
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 Lead in Peanutsquare when New Client in Copilot
Use this flowUpdate Lead in Peanutsquare when New Client in Copilot
Use this flowFind Contacts in Peanutsquare when New Client in Copilot
Use this flowList Salespeople from Peanutsquare when New Client in Copilot
Use this flowList Sales Teams from Peanutsquare when New Client in Copilot
Use this flowList Lead Sources from Peanutsquare when New Client in Copilot
Use this flowFind Tags in Peanutsquare when New Client in Copilot
Use this flowCreate Contact in Peanutsquare when New Client in Copilot
Use this flowFind Contacts in Peanutsquare when New Client in Copilot
Use this flowUpdate Contact Details in Peanutsquare when New Client in Copilot
Use this flowSupported Triggers & Actions
Everything you can automate between Copilot and Peanutsquare.
When this happensTriggers
A trigger is an event that starts a workflow.
New Client
Trigger whenever any new client is created.
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.
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 Copilot integrations.
Create Client
Creates a new client.
Create Company
Create a new company.
Create Message Channel
Create a new message channel.
Create Link
Creates a link in a specified files channel.
Create Folder
Creates a new folder.
Create File
Creates a file in a specified files channel.
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 Copilot
Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.
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 Copilot 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 Copilot 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 Copilot triggers actions in Peanutsquare, and a separate workflow where Peanutsquare triggers actions in Copilot. 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 Copilot and Peanutsquare. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Copilot 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.
