Connect Peanutsquare and Zoho Expense
Integrate Peanutsquare with Zoho Expense to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Currency in Zoho Expense when When a new lead is created in Peanutsquare
Create a Trip in ZohoExpense when When a new lead is created in Peanutsquare
Create User in Zoho Expense when When a new lead is created in Peanutsquare
Create Expense Categories in ZohoExpense when When a new lead is created in Peanutsquare
Create Project in Zoho Expense when When a new lead is created in Peanutsquare
Popular Peanutsquare + Zoho Expense flows
Start from a real workflow other teams are already running.
Choose a trigger
Peanutsquare
When this happens...
When a new lead is created
New Contact Created
When an order is created or confirmed
When a new product is created
When a new payment is received
When a tag is added to a contact
Choose an action
Zoho Expense
Automatically do this!
Create Currency
Create a Trip
Create User
Create Expense Categories
Create Project
Search Trip
Search Expense Category
Search Customer
Search Project
Make Project Active
Make Project Inactive
Update Project
Update Expense Category
Active Expense Category
Inactive Expense Category
Update Currency
Update User
Make User Inactive
Make User Active
Update Trip
Approve Trip Request
Reject Trip Request
Close Trip
Create Currency in Zoho Expense when When a new lead is created in Peanutsquare
Use this flowCreate a Trip in ZohoExpense when When a new lead is created in Peanutsquare
Use this flowCreate User in Zoho Expense when When a new lead is created in Peanutsquare
Use this flowCreate Expense Categories in ZohoExpense when When a new lead is created in Peanutsquare
Use this flowCreate Project in Zoho Expense when When a new lead is created in Peanutsquare
Use this flowSearch Trip in ZohoExpense when When a new lead is created in Peanutsquare
Use this flowSearch Expense Category in Zoho Expense when When a new lead is created in Peanutsquare
Use this flowSearch Customer in ZohoExpense when When a new lead is created in Peanutsquare
Use this flowSearch Project in Zoho Expense when When a new lead is created in Peanutsquare
Use this flowMake Project Active in Zoho Expense when When a new lead is created in Peanutsquare
Use this flowSupported Triggers & Actions
Everything you can automate between Peanutsquare and Zoho Expense.
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 an order is created or confirmed
Runs the workflow automatically whenever an order is created or whenever an existing order is confirmed.
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 Peanutsquare integrations.
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.
List Salespeople
List salespeople in your Odoo instance.
List Sales Teams
List sales teams from your Odoo CRM.
List Lead Sources
Retrieve UTM source records (utm.source) from your Odoo instance.
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 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
About Zoho Expense
Zoho Expense simplifies business expense management by enabling users to record expenses, scan receipts, submit reports, manage approvals, and gain spending insights through a secure, efficient, and user-friendly platform.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Peanutsquare and Zoho Expense 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 Peanutsquare and Zoho Expense 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 Zoho Expense. No coding required.
Yes. You can set up a workflow where Peanutsquare triggers actions in Zoho Expense, and a separate workflow where Zoho Expense triggers actions in Peanutsquare. 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 Peanutsquare and Zoho Expense. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Peanutsquare and Zoho Expense integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
