Connect Peanutsquare and Daftra
Integrate Peanutsquare with Daftra to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Update Invoice in Daftra when When a new lead is created in Peanutsquare
Delete Supplier in Daftra when When a new lead is created in Peanutsquare
Record Invoice Payment in Daftra when When a new lead is created in Peanutsquare
Delete Estimate in Daftra when When a new lead is created in Peanutsquare
Add Expense to Daftra when When a new lead is created in Peanutsquare
Popular Peanutsquare + Daftra 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
Daftra
Automatically do this!
Update Invoice
Delete Supplier
Record Invoice Payment
Delete Estimate
Add Expense
Delete Invoice
Delete Invoice Payment
Update Product
Add Supplier
Delete Client
Update Expense
Update Estimate
Delete Expense
Add Client
Update Supplier
Add Product
List All Invoices
List All Estimates
List All Credit Notes
List All Refund Receipts
List All Clients
List All Suppliers
List All Work Orders
List Client Appointments
List Invoice Appointments
List Estimate Appointments
List Work Order Appointments
List All Notes
List Time Tracking Entries
List Invoice Payments
List Client Payments
List All Products
List Journal Accounts
List All Journal Categories
List Expenses
List Incomes
List Taxes
List Purchase Invoices
List Purchase Refunds
List All Stores
List Treasuries
List Product Categories
List All Staff
Get Site Info
Update Invoice in Daftra when When a new lead is created in Peanutsquare
Use this flowDelete Supplier in Daftra when When a new lead is created in Peanutsquare
Use this flowRecord Invoice Payment in Daftra when When a new lead is created in Peanutsquare
Use this flowDelete Estimate in Daftra when When a new lead is created in Peanutsquare
Use this flowAdd Expense to Daftra when When a new lead is created in Peanutsquare
Use this flowDelete Invoice in Daftra when When a new lead is created in Peanutsquare
Use this flowDelete Invoice Payment in Daftra when When a new lead is created in Peanutsquare
Use this flowUpdate Product in Daftra when When a new lead is created in Peanutsquare
Use this flowAdd Supplier to Daftra when When a new lead is created in Peanutsquare
Use this flowDelete Client from Daftra when When a new lead is created in Peanutsquare
Use this flowSupported Triggers & Actions
Everything you can automate between Peanutsquare and Daftra.
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 Daftra
Daftra is a comprehensive business management software designed to streamline operations for small to medium-sized enterprises. It offers a range of features including accounting, CRM, invoicing, and inventory management, all integrated into a single platform to enhance productivity and efficiency.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Peanutsquare and Daftra 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 Daftra 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 Daftra. No coding required.
Yes. You can set up a workflow where Peanutsquare triggers actions in Daftra, and a separate workflow where Daftra 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 Daftra. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Peanutsquare and Daftra integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
