Connect TidyHQ and Peanutsquare
Integrate TidyHQ with Peanutsquare to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create CRM Lead in Peanutsquare when Contact Activated in TidyHQ
Update Lead in Peanutsquare when Contact Activated in TidyHQ
List Contacts from Peanutsquare when Contact Activated in TidyHQ
List Salespeople from Peanutsquare when Contact Activated in TidyHQ
List Sales Teams from Peanutsquare when Contact Activated in TidyHQ
Popular TidyHQ + Peanutsquare flows
Start from a real workflow other teams are already running.
Choose a trigger
TidyHQ
When this happens...
Contact Activated
Contact Merged
Contact Updated
Contact Group Added
Contact Group Removed
Event Created
Event Activated
Event Updated
Event Deleted
Event Pack Reserved
Event Pack Activated
Event Pack Expired
Event Pack Cancelled
Event Ticket Created
Event Ticket Updated
Event Ticket Deleted
Finance Order Pending
Finance Order Activated
Finance Order Cancelled
Membership Created
Membership Updated
Membership Activated
Membership Cancelled
Choose an action
Peanutsquare
Automatically do this!
Create CRM Lead
Update Lead
List Contacts
List Salespeople
List Sales Teams
List Lead Sources
Find Tags
Create Contact
Find Contacts
Update Contact
Archive or Restore Contact
Cancel Sales Order
Create Opportunity
Find Leads or Opportunities
Mark Opportunity as Won
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 Customer Invoices
Create Tag
Find Contacts by Tags
Add Tags to Customer
Create CRM Lead in Peanutsquare when Contact Activated in TidyHQ
Use this flowUpdate Lead in Peanutsquare when Contact Activated in TidyHQ
Use this flowList Contacts from Peanutsquare when Contact Activated in TidyHQ
Use this flowList Salespeople from Peanutsquare when Contact Activated in TidyHQ
Use this flowList Sales Teams from Peanutsquare when Contact Activated in TidyHQ
Use this flowList Lead Sources from Peanutsquare when Contact Activated in TidyHQ
Use this flowFind Tags in Peanutsquare when Contact Activated in TidyHQ
Use this flowCreate Contact in Peanutsquare when Contact Activated in TidyHQ
Use this flowFind Contacts in Peanutsquare when Contact Activated in TidyHQ
Use this flowUpdate Contact in Peanutsquare when Contact Activated in TidyHQ
Use this flowSupported Triggers & Actions
Everything you can automate between TidyHQ and Peanutsquare.
When this happensTriggers
A trigger is an event that starts a workflow.
Contact Activated
Triggers when a contact has been created manually or automatically.
Contact Merged
Triggers when two contacts are merged.
Contact Updated
Triggers when a Contact is updated.
Contact Group Added
This trigger activates when a contact group is added.
Contact Group Removed
This triggers when a contact is removed from a group.
Event Created
This triggers when an Event is created.
Do thisActions
Action is the task that follows automatically within your TidyHQ integrations.
Create Contact
Creates a new contact.
Update Contact
Updates an existing contact.
Add Contact Note
Add a note to a Contact, given a Tidy-Assigned Identifier for the Contact
Add Invoice Note
Add a note to a Invoice, given a Tidy-Assigned Identifier for the Invoice.
Add Membership Note
Add a note to a Membership, given a Tidy-Assigned Identifier for the Membership.
Delete Contact
Deletes a contact, given a Tidy-Assigned Identifier.
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 TidyHQ
When your group needs to collect membership dues, communicate with everyone and keep track of your finances and more, TidyHQ has you covered.
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 moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your TidyHQ 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 TidyHQ 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 TidyHQ triggers actions in Peanutsquare, and a separate workflow where Peanutsquare triggers actions in TidyHQ. 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 TidyHQ and Peanutsquare. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire TidyHQ 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.
