Connect Peanutsquare and Pipeliner Cloud
Integrate Peanutsquare with Pipeliner Cloud to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Lead in Peanutsquare when New Account in Pipeliner-cloud
Update Lead in Peanutsquare when New Account in Pipeliner-cloud
Find Contacts in Peanutsquare when New Account in Pipeliner-cloud
List Salespeople from Peanutsquare when New Account in Pipeliner-cloud
List Sales Teams from Peanutsquare when New Account in Pipeliner-cloud
Popular Peanutsquare + Pipeliner Cloud 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
Pipeliner Cloud
Automatically do this!
List All Contacts
Create Account
Create Appointment
Create Contact
Create Lead
List Accounts
List Activities
List Approvals
List Calls
List Clients
List Cloud Objects
List Company Emails
List Currencies
List Entities
List Data
List Emails
List Leads
List Opportunities
List Pipelines
Create Product
Update Account
Update Appointment
Update Contact
Update Lead
Update Product
Create Lead in Peanutsquare when New Account in Pipeliner-cloud
Use this flowUpdate Lead in Peanutsquare when New Account in Pipeliner-cloud
Use this flowFind Contacts in Peanutsquare when New Account in Pipeliner-cloud
Use this flowList Salespeople from Peanutsquare when New Account in Pipeliner-cloud
Use this flowList Sales Teams from Peanutsquare when New Account in Pipeliner-cloud
Use this flowList Lead Sources from Peanutsquare when New Account in Pipeliner-cloud
Use this flowList Tags from Peanutsquare when New Account in Pipeliner-cloud
Use this flowCreate Lead in Peanutsquare when New Appointment in Pipeliner Cloud
Use this flowUpdate Lead in Peanutsquare when New Appointment in Pipeliner Cloud
Use this flowFind Contacts in Peanutsquare when New Appointment in Pipeliner Cloud
Use this flowSupported Triggers & Actions
Everything you can automate between Peanutsquare and Pipeliner Cloud.
When this happensTriggers
A trigger is an event that starts a workflow.
New Account
Triggers when a new Account is created.
New Appointment
Triggers when a new Appointment is created.
New Contact
Triggers when a new Contact is created.
New Custom Entity
Triggers when a new Custom Entity is created.
New Lead
Triggers when a new Lead is created.
New Opportunity
Triggers when a new Opportunity 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 Pipeliner Cloud
Next generation sales CRM software designed to empower sales teams and grow profitable customer relationships.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Peanutsquare and Pipeliner Cloud 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 Pipeliner Cloud 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 Pipeliner Cloud. No coding required.
Yes. You can set up a workflow where Peanutsquare triggers actions in Pipeliner Cloud, and a separate workflow where Pipeliner Cloud 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 Pipeliner Cloud. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Peanutsquare and Pipeliner Cloud integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
