Connect Peanutsquare and Optform
Integrate Peanutsquare with Optform to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Lead in Peanutsquare when Receives New Form Submission from Optform
Update Lead in Peanutsquare when Receives New Form Submission from Optform
Find Contacts in Peanutsquare when Receives New Form Submission from Optform
List Salespeople from Peanutsquare when Receives New Form Submission from Optform
List Sales Teams from Peanutsquare when Receives New Form Submission from Optform
Popular Peanutsquare + Optform 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
Optform
Automatically do this!
- Request a new Action for Optform
Create Lead in Peanutsquare when Receives New Form Submission from Optform
Use this flowUpdate Lead in Peanutsquare when Receives New Form Submission from Optform
Use this flowFind Contacts in Peanutsquare when Receives New Form Submission from Optform
Use this flowList Salespeople from Peanutsquare when Receives New Form Submission from Optform
Use this flowList Sales Teams from Peanutsquare when Receives New Form Submission from Optform
Use this flowList Lead Sources from Peanutsquare when Receives New Form Submission from Optform
Use this flowList Tags from Peanutsquare when Receives New Form Submission from Optform
Use this flowSupported Triggers & Actions
Everything you can automate between Peanutsquare and Optform.
When this happensTriggers
A trigger is an event that starts a workflow.
Receives New Form Submission
Runs when a new form submission is received in Optform.
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.
Learn more
About Optform
Optform is a versatile platform designed to streamline form creation and data collection for businesses and individuals. With its user-friendly interface, Optform allows users to easily design, distribute, and analyze forms, making it an essential tool for efficient data management.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Peanutsquare and Optform 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 Optform 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 Optform. No coding required.
Yes. You can set up a workflow where Peanutsquare triggers actions in Optform, and a separate workflow where Optform 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 Optform. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Peanutsquare and Optform integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
