Connect Peanutsquare and MyDocSafe
Integrate Peanutsquare with MyDocSafe to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Tags from Peanutsquare when Document is Signed in Mydocsafe
Create Lead in Peanutsquare when Form is submitted in Mydocsafe
List Lead Sources from Peanutsquare when Form is submitted in Mydocsafe
List Lead Sources from Peanutsquare when Esign is Rejected in Mydocsafe
List Lead Sources from Peanutsquare when Sign Request Sent via MyDocSafe
Popular Peanutsquare + MyDocSafe 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
MyDocSafe
Automatically do this!
Create a Folder
Create a Portal
Create a Portal Group
List Tags from Peanutsquare when Document is Signed in Mydocsafe
Use this flowCreate Lead in Peanutsquare when Form is submitted in Mydocsafe
Use this flowList Lead Sources from Peanutsquare when Form is submitted in Mydocsafe
Use this flowList Lead Sources from Peanutsquare when Esign is Rejected in Mydocsafe
Use this flowList Lead Sources from Peanutsquare when Sign Request Sent via MyDocSafe
Use this flowList Tags from Peanutsquare when Form is submitted in Mydocsafe
Use this flowList Sales Teams from Peanutsquare when Esign is Rejected in Mydocsafe
Use this flowCreate Lead in Peanutsquare when Document is Signed in Mydocsafe
Use this flowList Sales Teams from Peanutsquare when Document is Signed in Mydocsafe
Use this flowCreate Lead in Peanutsquare when Esign is Rejected in Mydocsafe
Use this flowSupported Triggers & Actions
Everything you can automate between Peanutsquare and MyDocSafe.
When this happensTriggers
A trigger is an event that starts a workflow.
Document is Signed
Triggers when a document is signed by all required parties.
Form is submitted
Triggers when a form is submitted
Esign is Rejected
Triggers when a esign is rejected
Sign Request Sent
Triggers when a document sign request is sent.
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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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 MyDocSafe
MyDocSafe is a secure document management and e-signature platform designed to streamline workflows, enhance compliance, and improve client engagement. It offers features such as secure document storage, electronic signatures, client portals, and automated workflows.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Peanutsquare and MyDocSafe 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 MyDocSafe 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 MyDocSafe. No coding required.
Yes. You can set up a workflow where Peanutsquare triggers actions in MyDocSafe, and a separate workflow where MyDocSafe 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 MyDocSafe. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Peanutsquare and MyDocSafe integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
