Connect Peanutsquare and Cody.ai
Integrate Peanutsquare with Cody.ai to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Peanutsquare + Cody.ai flows
Start from a real workflow other teams are already running.
Choose a trigger
Peanutsquare
When this happens...
- Request a new Trigger for Peanutsquare
Choose an action
Cody.ai
Automatically do this!
Create Document
Create Document from Webpage
Delete Document
Create Folder
Create Conversation
Send Message
Update Conversation
Delete Conversation
Update Folder
Upload File
Find Bot By Name
Create Lead in Peanutsquare when New Bot in getCody.ai
Use this flowList Salespeople from Peanutsquare when New Bot in getCody.ai
Use this flowList Lead Sources from Peanutsquare when New Bot in getCody.ai
Use this flowCreate Lead in Peanutsquare when New Message in getCody.ai
Use this flowUpdate Lead in Peanutsquare when New Message in getCody.ai
Use this flowFind Contacts in Peanutsquare when New Message in getCody.ai
Use this flowList Salespeople from Peanutsquare when New Message in getCody.ai
Use this flowList Tags from Peanutsquare when New Message in getCody.ai
Use this flowCreate Lead in Peanutsquare when New Folder in getCody.ai
Use this flowList Sales Teams from Peanutsquare when New Folder in getCody.ai
Use this flowSupported Triggers & Actions
Everything you can automate between Peanutsquare and Cody.ai.
When this happensTriggers
A trigger is an event that starts a workflow.
New Bot
Triggered when a new bot is created.
New Message
Triggered when a new message is created.
New Folder
Triggered when a new folder is created.
New Conversation
Triggered when a new conversation is created.
New Documents
Triggered when a new document is created.
Do thisActions
Action is the task that follows automatically within your Peanutsquare integrations.
Create Lead
Create a new lead in the CRM.
Update Lead
Update an existing lead's details in Odoo CRM.
Find Contacts
Retrieve contacts (res.partner) from Odoo, returning basic fields (id, name, email, phone, mobile, street, city) with an optional result limit.
List Salespeople
List all salesperson users (res.users) from your Odoo instance.
List Sales Teams
List sales teams in 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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From idea to automation.
AI will build it for you
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 Cody.ai
Cody is an intelligent AI assistant like ChatGPT – with the added benefit of being able to train it on your business, your team, your processes, and your clients with your own knowledge base. Use Cody as an employee to support your team, answer questions, help with creative work, troubleshoot issues, and brainstorm ideas.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Peanutsquare and Cody.ai 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 Cody.ai 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 Cody.ai. No coding required.
Yes. You can set up a workflow where Peanutsquare triggers actions in Cody.ai, and a separate workflow where Cody.ai 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 Cody.ai. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Peanutsquare and Cody.ai integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
