Connect Heltar and Peanutsquare
Integrate Heltar with Peanutsquare to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Lead in Peanutsquare when New Client Is Created in Heltar
Update Lead in Peanutsquare when New Client Is Created in Heltar
Find Contacts in Peanutsquare when New Client Is Created in Heltar
List Salespeople from Peanutsquare when New Client Is Created in Heltar
List Sales Teams from Peanutsquare when New Client Is Created in Heltar
Popular Heltar + Peanutsquare flows
Start from a real workflow other teams are already running.
Choose a trigger
Heltar
When this happens...
New Client Is Created
Choose an action
Peanutsquare
Automatically do this!
Create Lead
Update Lead
Find Contacts
List Salespeople
List Sales Teams
List Lead Sources
List Tags
Post an Invoice
Create Lead in Peanutsquare when New Client Is Created in Heltar
Use this flowUpdate Lead in Peanutsquare when New Client Is Created in Heltar
Use this flowFind Contacts in Peanutsquare when New Client Is Created in Heltar
Use this flowList Salespeople from Peanutsquare when New Client Is Created in Heltar
Use this flowList Sales Teams from Peanutsquare when New Client Is Created in Heltar
Use this flowList Lead Sources from Peanutsquare when New Client Is Created in Heltar
Use this flowList Tags from Peanutsquare when New Client Is Created in Heltar
Use this flowPost an Invoice to Peanutsquare when New Client Is Created in Heltar
Use this flowList All Campaigns in Heltar when When a new lead is created in Peanutsquare
Use this flowList All Clients from Heltar when When a new lead is created in Peanutsquare
Use this flowSupported Triggers & Actions
Everything you can automate between Heltar and Peanutsquare.
When this happensTriggers
A trigger is an event that starts a workflow.
New Client Is Created
Runs when a 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 Heltar integrations.
List All Campaigns
Retrieve the list of all campaign
List All Clients
Retrieve the list of all clients
List All Templates
Retrieve the list of all templates
Create or Update Client
Create or update client record
Fetch Client Messages
This will fetch all the messages of a particular client.
Send Text Message hold
Send text messages allow to your clients.
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 Heltar
Heltar is a cutting-edge platform designed to revolutionize the way businesses manage their operations and enhance productivity. With a focus on seamless integration and user-friendly interfaces, Heltar provides tools and solutions that cater to various business needs, ensuring efficient workflow management and improved collaboration.
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 Heltar 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 Heltar 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 Heltar triggers actions in Peanutsquare, and a separate workflow where Peanutsquare triggers actions in Heltar. 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 Heltar and Peanutsquare. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Heltar 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.
