Connect Cody.ai and Peanutsquare
Integrate Cody.ai with Peanutsquare to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Cody.ai + Peanutsquare flows
Start from a real workflow other teams are already running.
Choose a trigger
Cody.ai
When this happens...
New Bot
New Message
New Folder
New Conversation
New Documents
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 New Bot in getCody.ai
Use this flowUpdate Lead in Peanutsquare when New Bot in getCody.ai
Use this flowList Contacts from Peanutsquare when New Bot in getCody.ai
Use this flowList Salespeople from Peanutsquare when New Bot in getCody.ai
Use this flowList Sales Teams from Peanutsquare when New Bot in getCody.ai
Use this flowList Lead Sources from Peanutsquare when New Bot in getCody.ai
Use this flowFind Tags in Peanutsquare when New Bot in getCody.ai
Use this flowCreate Contact in Peanutsquare when New Bot in getCody.ai
Use this flowFind Contacts in Peanutsquare when New Bot in getCody.ai
Use this flowUpdate Contact in Peanutsquare when New Bot in getCody.ai
Use this flowSupported Triggers & Actions
Everything you can automate between Cody.ai and Peanutsquare.
When this happensTriggers
A trigger is an event that starts a workflow.
New Bot
Triggered when a new bot is created.
New Message
Triggered when a new message is created.
New Folder
Triggered when a new folder is created.
New Conversation
Triggered when a new conversation is created.
New Documents
Triggered when a new document is created.
When a new lead is created
Runs the workflow automatically whenever a new lead is created in the account.
Do thisActions
Action is the task that follows automatically within your Cody.ai integrations.
Create Document
Uploads text content to a new document in your knowledge base.
Create Document from Webpage
The "Create Document from Webpage" action extracts content from a provided URL and saves it as a document in your knowledge base.
Delete Document
Delete a Document
Create Folder
creating a new folder
Create Conversation
Create a Conversation
Send Message
Send a Message
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 Cody.ai
Cody is an intelligent AI assistant like ChatGPT – with the added benefit of being able to train it on your business, your team, your processes, and your clients with your own knowledge base. Use Cody as an employee to support your team, answer questions, help with creative work, troubleshoot issues, and brainstorm ideas.
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 Cody.ai 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 Cody.ai 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 Cody.ai triggers actions in Peanutsquare, and a separate workflow where Peanutsquare triggers actions in Cody.ai. 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 Cody.ai and Peanutsquare. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Cody.ai 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.
