Connect Plumsail Documents and Peanutsquare
Integrate Plumsail Documents with Peanutsquare to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add WaterMark to a Plumsail Document when When a new lead is created in Peanutsquare
Protect PDF document in Plumsaildocuments when When a new lead is created in Peanutsquare
Compress PDF Document in Plumsaildocuments when When a new lead is created in Peanutsquare
Extract text from PDF using Plumsail Documents when When a new lead is created in Peanutsquare
Convert Any to PDF in Plumsaildocuments when When a new lead is created in Peanutsquare
Popular Plumsail Documents + Peanutsquare flows
Start from a real workflow other teams are already running.
Choose a trigger
Plumsail Documents
When this happens...
- Request a new Trigger for Plumsail Documents
Choose an action
Peanutsquare
Automatically do this!
Create Lead
Update Lead
Find Contacts
List Salespeople
List Sales Teams
List Lead Sources
Find Tags
Create Contact
Find Contacts
Update Contact Details
Archive or Restore Contact
Cancel Sales Order
Create Opportunity
Find Leads and Opportunities
Create Quotation
Find Sales Orders
Add Product Line To Sales Order
Confirm Quotation
Create Product
Find Products
Update Product Prices
Create Customer Invoice
Post an Invoice
Find Unpaid Invoices
Create Tag
Find Contacts by Tags
Add Tags to Customer
Add WaterMark to a Plumsail Document when When a new lead is created in Peanutsquare
Use this flowProtect PDF document in Plumsaildocuments when When a new lead is created in Peanutsquare
Use this flowCompress PDF Document in Plumsaildocuments when When a new lead is created in Peanutsquare
Use this flowExtract text from PDF using Plumsail Documents when When a new lead is created in Peanutsquare
Use this flowConvert Any to PDF in Plumsaildocuments when When a new lead is created in Peanutsquare
Use this flowConvert Image to PDF using Plumsail Documents when When a new lead is created in Peanutsquare
Use this flowMerge DOCX Files in Plumsaildocuments when When a new lead is created in Peanutsquare
Use this flowMerge Any Files Into PDF in Plumsaildocuments when When a new lead is created in Peanutsquare
Use this flowMerge XLSX Files in Plumsaildocuments when When a new lead is created in Peanutsquare
Use this flowConvert PDF to Image in Plumsaildocuments when When a new lead is created in Peanutsquare
Use this flowSupported Triggers & Actions
Everything you can automate between Plumsail Documents and Peanutsquare.
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 a new order is created
Runs the workflow automatically whenever a new order is created in the account.
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 Plumsail Documents integrations.
Add WaterMark
Add a watermark to PDF as text.
Protect PDF document
Protect PDF document adds passwords, copy, printing, and other protections to PDF files.
Compress PDF Document
Compress PDF document size if possible and optimize it.
Extract text from PDF
Extract text from PDF takes PDF document and extracts text to Raw or HTML format.
Convert Any to PDF
Convert provided file to PDF file.
Convert Image to PDF
This action takes images and converts them to a PDF document.
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 Plumsail Documents
Plumsail Documents is a document automation platform that helps businesses generate, manage, and process documents more efficiently. It integrates seamlessly with Microsoft 365 and SharePoint, allowing organizations to automate the creation of documents from templates, including DOCX, PDF, and XLSX formats.
Learn more
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
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Plumsail Documents and Peanutsquare 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 Plumsail Documents and Peanutsquare 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 Peanutsquare. No coding required.
Yes. You can set up a workflow where Plumsail Documents triggers actions in Peanutsquare, and a separate workflow where Peanutsquare triggers actions in Plumsail Documents. 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 Plumsail Documents and Peanutsquare. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Plumsail Documents and Peanutsquare integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
