Connect Peanutsquare and Happy Scribe
Integrate Peanutsquare with Happy Scribe to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Mark Opportunity as Won in Peanutsquare when Transcript Completes in Happy Scribe
Find Sales Orders in Peanutsquare when Transcript Completes in Happy Scribe
Add Product Line To Sales Order in Peanutsquare when Transcript Completes in Happy Scribe
Confirm Quotation in Peanutsquare when Transcript Completes in Happy Scribe
Create Product in Peanutsquare when Transcript Completes in Happy Scribe
Popular Peanutsquare + Happy Scribe 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
Happy Scribe
Automatically do this!
List Transcriptions
Create Transcription or Subtitle
List Workspace Style Guides
List All Glossaries
List Workspaces
Delete a Transcription
Update Transcription
Mark Opportunity as Won in Peanutsquare when Transcript Completes in Happy Scribe
Use this flowFind Sales Orders in Peanutsquare when Transcript Completes in Happy Scribe
Use this flowAdd Product Line To Sales Order in Peanutsquare when Transcript Completes in Happy Scribe
Use this flowConfirm Quotation in Peanutsquare when Transcript Completes in Happy Scribe
Use this flowCreate Product in Peanutsquare when Transcript Completes in Happy Scribe
Use this flowFind Products in Peanutsquare when Transcript Completes in Happy Scribe
Use this flowUpdate Product Prices in Peanutsquare when Transcript Completes in Happy Scribe
Use this flowCreate Customer Invoice in Peanutsquare when Transcript Completes in Happy Scribe
Use this flowPost an Invoice to Peanutsquare when Transcript Completes in Happy Scribe
Use this flowFind Unpaid Customer Invoices in Peanutsquare when Transcript Completes in Happy Scribe
Use this flowSupported Triggers & Actions
Everything you can automate between Peanutsquare and Happy Scribe.
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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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 Happy Scribe
Happy Scribe offers seamless transcription and subtitling services, making it easy to convert audio and video content into text. Ideal for professionals and businesses looking to enhance accessibility and content reach.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Peanutsquare and Happy Scribe 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 Happy Scribe 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 Happy Scribe. No coding required.
Yes. You can set up a workflow where Peanutsquare triggers actions in Happy Scribe, and a separate workflow where Happy Scribe 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 Happy Scribe. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Peanutsquare and Happy Scribe integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
