Connect Gist and Peanutsquare
Integrate Gist with Peanutsquare to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
test when When a new lead is created in Peanutsquare
Add Tag to an Existing Contact in Gist when When a new lead is created in Peanutsquare
Remove Tag From Existing Contact in Gist when When a new lead is created in Peanutsquare
Subscribe to Campaign in Gist when When a new lead is created in Peanutsquare
Unsubscribe From a Campaign in Gist when When a new lead is created in Peanutsquare
Popular Gist + Peanutsquare flows
Start from a real workflow other teams are already running.
Choose a trigger
Gist
When this happens...
- Request a new Trigger for Gist
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
test when When a new lead is created in Peanutsquare
Use this flowAdd Tag to an Existing Contact in Gist when When a new lead is created in Peanutsquare
Use this flowRemove Tag From Existing Contact in Gist when When a new lead is created in Peanutsquare
Use this flowSubscribe to Campaign in Gist when When a new lead is created in Peanutsquare
Use this flowUnsubscribe From a Campaign in Gist when When a new lead is created in Peanutsquare
Use this flowFind a Contact in Gist when When a new lead is created in Peanutsquare
Use this flowtest when New Contact Created in Peanutsquare
Use this flowAdd Tag to an Existing Contact in Gist when New Contact Created in Peanutsquare
Use this flowRemove Tag From Existing Contact in Gist when New Contact Created in Peanutsquare
Use this flowSubscribe to Campaign in Gist when New Contact Created in Peanutsquare
Use this flowSupported Triggers & Actions
Everything you can automate between Gist 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 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.
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 Gist integrations.
test
Creates a new Contact or updates an existing one.
Add Tag to an Existing Contact
Apply fix for empty contacts runtime crash in perform code.
Remove Tag From Existing Contact
Removes a tag from an existing contact.
Subscribe to Campaign
Subscribe a contact to a specific campaign.
Unsubscribe From a Campaign
Runs the workflow automatically whenever any contact is unsubscribed from the specified campaign.
Find a Contact
Find an Existing Contact.
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 Gist
Gist is a comprehensive customer engagement platform that helps businesses manage customer interactions, automate marketing, and provide exceptional support. With Gist, you can streamline your communication channels, track customer behavior, and enhance your overall customer experience.
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 Gist 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 Gist 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 Gist triggers actions in Peanutsquare, and a separate workflow where Peanutsquare triggers actions in Gist. 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 Gist and Peanutsquare. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Gist 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.
