Connect Peanutsquare and BoldDesk
Integrate Peanutsquare with BoldDesk to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Ticket in BoldDesk when When a new lead is created in Peanutsquare
Update Ticket in BoldDesk when When a new lead is created in Peanutsquare
Create Contact in BoldDesk when When a new lead is created in Peanutsquare
Create Contact Group in Bolddesk when When a new lead is created in Peanutsquare
Create Ticket Note in BoldDesk when When a new lead is created in Peanutsquare
Popular Peanutsquare + BoldDesk 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
BoldDesk
Automatically do this!
Create Ticket
Update Ticket
Create Contact
Create Contact Group
Create Ticket Note
Create Ticket Reply
Update Contact
Update Contact Group
List Brands
List Contacts
List Contact Fields
List Contact Groups
List Agents
List Groups
List Tickets
List Deleted Tickets
List Spam Tickets
List Ticket Fields
List Ticket Updates
List Ticket Metrics
List Ticket Tags
List Ticket Histories
List Public Ticket Messages
List Archived Tickets
List Activities
List Satisfaction Ratings
List Ticket Worklogs
List Canned Response Categories
List Webhooks
Get Contact
List KB Articles
List Approval Requests
Get Activity Details
Get Contact Field
Get KB Category
Get KB Section
List Contact Groups of Contact
List Contact Notes
Get Contact Group
List Contacts in Contact Group
List Contact Group Notes
Get Agent
Get Group
List Group Members
Find Canned Responses
Get Ticket
List Ticket Notes
List Ticket Messages
List Ticket Related Contacts
List Ticket Attachments
List Ticket Shares
List Ticket Watchers
List Ticket Links
Create Ticket in BoldDesk when When a new lead is created in Peanutsquare
Use this flowUpdate Ticket in BoldDesk when When a new lead is created in Peanutsquare
Use this flowCreate Contact in BoldDesk when When a new lead is created in Peanutsquare
Use this flowCreate Contact Group in Bolddesk when When a new lead is created in Peanutsquare
Use this flowCreate Ticket Note in BoldDesk when When a new lead is created in Peanutsquare
Use this flowCreate Ticket Reply in BoldDesk when When a new lead is created in Peanutsquare
Use this flowUpdate Contact in Bolddesk when When a new lead is created in Peanutsquare
Use this flowUpdate Contact Group in Bolddesk when When a new lead is created in Peanutsquare
Use this flowList Brands from BoldDesk when When a new lead is created in Peanutsquare
Use this flowList Contacts from BoldDesk when When a new lead is created in Peanutsquare
Use this flowSupported Triggers & Actions
Everything you can automate between Peanutsquare and BoldDesk.
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 Lead
Create a CRM lead and set contact info, 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.
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About BoldDesk
BoldDesk is a comprehensive help desk and customer support software designed to streamline and enhance the customer service experience. It offers a range of features including ticket management, automation, and reporting to help businesses efficiently manage customer inquiries and support requests.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Peanutsquare and BoldDesk 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 BoldDesk 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 BoldDesk. No coding required.
Yes. You can set up a workflow where Peanutsquare triggers actions in BoldDesk, and a separate workflow where BoldDesk 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 BoldDesk. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Peanutsquare and BoldDesk integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
