Connect Peanutsquare and ChartMogul
Integrate Peanutsquare with ChartMogul to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a Contact in Chartmogul when When a new lead is created in Peanutsquare
Create a Customer in Chartmogul when When a new lead is created in Peanutsquare
Search Customer by Email in Chartmogul when When a new lead is created in Peanutsquare
Search Customer via External Id in Chartmogul when When a new lead is created in Peanutsquare
Retrieve a Metric in Chartmogul when When a new lead is created in Peanutsquare
Popular Peanutsquare + ChartMogul 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
ChartMogul
Automatically do this!
Create a Contact
Create a Customer
Search Customer by Email
Search Customer via External Id
Retrieve a Metric
Retrieve a Customer
List Customer's Opportunities
Update an Opportunity
Update a Note or call log
Update a Customer
Update a Contact
Merge Customers
Create an Opportunity
Create a Note or Call Log
Add Tags to a Customer
Add Tags to a Customer via External Id
Add Tags to a Customer via Email
Add Custom Attributes to a Customer via UUID
Add Custom Attribute to a Customer via external id
Add Custom Attributes to Customers by Email
List Sources
List Customers
List Customers by Email
List Contacts
List Opportunities
List Tasks
List Plans
List Plan Groups
List Subscription Events
List Invoices
Retrieve All Key Metrics
Get MRR
Get ARR
Get ARPA Metrics
Retrieve Average Selling Price
Get Customer Count
List Activities
Create a Contact in Chartmogul when When a new lead is created in Peanutsquare
Use this flowCreate a Customer in Chartmogul when When a new lead is created in Peanutsquare
Use this flowSearch Customer by Email in Chartmogul when When a new lead is created in Peanutsquare
Use this flowSearch Customer via External Id in Chartmogul when When a new lead is created in Peanutsquare
Use this flowRetrieve a Metric in Chartmogul when When a new lead is created in Peanutsquare
Use this flowRetrieve a Customer from ChartMogul when When a new lead is created in Peanutsquare
Use this flowList Customer's Opportunities from ChartMogul when When a new lead is created in Peanutsquare
Use this flowUpdate an Opportunity in Chartmogul when When a new lead is created in Peanutsquare
Use this flowUpdate a Note or call log in Chartmogul when When a new lead is created in Peanutsquare
Use this flowUpdate a Customer in Chartmogul when When a new lead is created in Peanutsquare
Use this flowSupported Triggers & Actions
Everything you can automate between Peanutsquare and ChartMogul.
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 ChartMogul
ChartMogul is a subscription analytics platform that helps businesses measure, understand, and grow their subscription revenue. It provides actionable insights and metrics to optimize your subscription business.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Peanutsquare and ChartMogul 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 ChartMogul 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 ChartMogul. No coding required.
Yes. You can set up a workflow where Peanutsquare triggers actions in ChartMogul, and a separate workflow where ChartMogul 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 ChartMogul. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Peanutsquare and ChartMogul integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
