Connect Peanutsquare and ProjectManager
Integrate Peanutsquare with ProjectManager to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Lead in Peanutsquare when New Resource Added in ProjectManager
Update Lead in Peanutsquare when New Task Created in ProjectManager
List Contacts from Peanutsquare when New Task Created in ProjectManager
List Salespeople from Peanutsquare when New Task Created in ProjectManager
List Sales Teams from Peanutsquare when New Task Created in ProjectManager
Popular Peanutsquare + ProjectManager 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
ProjectManager
Automatically do this!
Create Project
Create Task
Create Timesheet Entry
Update Project
Update Task
Update Timesheet Entry
Get Project Details
Get Task Details
List Project Priorities
List Task Statuses
Create Resource
Get User Details
List Project Folders
Update User
List Workspaces
List User Roles
List Active Admin Tasks
List Timesheets
List Tasks
List User Teams
List All Countries
List Users
List Project Templates
List Template Categories
List Project Statuses
List Available Project Members
List Project Fields
List Project Customers
List Charge Codes
List Projects
List Non-Project Task Statuses
List Licenses
List Integration Providers
List Integration Provider Categories
Create Task Comment
Create Meeting
List Meetings
Get Meeting
Delete Meeting
Create Meeting Todo
Get Meeting Todos
Update Meeting To-Do
Delete Meeting Todo
Create Project Customer
Create Lead in Peanutsquare when New Resource Added in ProjectManager
Use this flowUpdate Lead in Peanutsquare when New Task Created in ProjectManager
Use this flowList Contacts from Peanutsquare when New Task Created in ProjectManager
Use this flowList Salespeople from Peanutsquare when New Task Created in ProjectManager
Use this flowList Sales Teams from Peanutsquare when New Task Created in ProjectManager
Use this flowList Lead Sources from Peanutsquare when New Task Created in ProjectManager
Use this flowFind Tags in Peanutsquare when New Task Created in ProjectManager
Use this flowCreate Contact in Peanutsquare when New Task Created in ProjectManager
Use this flowFind Contacts in Peanutsquare when New Task Created in ProjectManager
Use this flowUpdate Contact in Peanutsquare when New Task Created in ProjectManager
Use this flowSupported Triggers & Actions
Everything you can automate between Peanutsquare and ProjectManager.
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.
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About ProjectManager
ProjectManager.com is a simple yet powerful online project management tool that enables you and your team to plan, track, monitor and report on your projects in real-time.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Peanutsquare and ProjectManager 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 ProjectManager 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 ProjectManager. No coding required.
Yes. You can set up a workflow where Peanutsquare triggers actions in ProjectManager, and a separate workflow where ProjectManager 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 ProjectManager. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Peanutsquare and ProjectManager integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
