Connect Customer.io and Peanutsquare
Integrate Customer.io with Peanutsquare to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create CRM Lead in Peanutsquare when Customer Events from Customer.io
List Contacts from Peanutsquare when Customer Events from Customer.io
List Salespeople from Peanutsquare when Customer Events from Customer.io
Create Contact in Peanutsquare when Customer Events from Customer.io
Find Contacts in Peanutsquare when Customer Events from Customer.io
Popular Customer.io + Peanutsquare flows
Start from a real workflow other teams are already running.
Choose a trigger
Customer.io
When this happens...
Customer Events
Email Events
In-app Message Events
Push Events
SMS Events
Slack Events
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
Create CRM Lead in Peanutsquare when Customer Events from Customer.io
Use this flowList Contacts from Peanutsquare when Customer Events from Customer.io
Use this flowList Salespeople from Peanutsquare when Customer Events from Customer.io
Use this flowCreate Contact in Peanutsquare when Customer Events from Customer.io
Use this flowFind Contacts in Peanutsquare when Customer Events from Customer.io
Use this flowArchive or Restore Contact in Peanutsquare when Customer Events from Customer.io
Use this flowCancel Sales Order in Peanutsquare when Customer Events from Customer.io
Use this flowFind Sales Orders in Peanutsquare when Customer Events from Customer.io
Use this flowAdd Product Line To Sales Order in Peanutsquare when Customer Events from Customer.io
Use this flowConfirm Quotation in Peanutsquare when Customer Events from Customer.io
Use this flowSupported Triggers & Actions
Everything you can automate between Customer.io and Peanutsquare.
When this happensTriggers
A trigger is an event that starts a workflow.
Customer Events
Triggers when Events are performed on customer
Email Events
Triggers when Events are performed on Email.
In-app Message Events
Triggers when Events are performed on messages.
Push Events
Triggers when a push notification is drafted.
SMS Events
Trigger when an SMS delivery event happens (e.g., sent, delivered, failed, opened, clicked).
Slack Events
Triggers when a slack message is drafted, attempted, sent, clicked, failed or undelivered.
Do thisActions
Action is the task that follows automatically within your Customer.io integrations.
List campaigns
Returns a list of all of your collections, including the name and schema for each collection.
Create manual segment
Create a manual segment with a name and a description. This request creates an empty segment
Delete a segment
Delete a manual segment.
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.
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 Customer.io
Customer.io is a versatile marketing automation platform designed to help businesses create, send, and optimize targeted email campaigns. It enables users to engage with their audience through personalized messaging and automated workflows, ensuring effective communication and improved customer relationships.
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 Customer.io 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 Customer.io 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 Customer.io triggers actions in Peanutsquare, and a separate workflow where Peanutsquare triggers actions in Customer.io. 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 Customer.io and Peanutsquare. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Customer.io 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.
