Connect TestMonitor and MyDocSafe to Build Intelligent Automations
Choose a Trigger
When this happens...
Get new issues
Retrieve recent test results
Choose an Action
Automatically do this!
Create a Folder
Create a Portal
Create a Portal Group
Ready to use TestMonitor and MyDocSafe automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Get new issues
Get issues created in the selected project since the last check.
Retrieve recent test results
Retrieve test results created since the last run for the selected project.
Document is Signed
Triggers when a document is signed by all required parties.
Form is submitted
Triggers when a form is submitted
Esign is Rejected
Triggers when a esign is rejected
Sign Request Sent
Triggers when a document sign request is sent.
Do thisActions
Action is the task that follows automatically within your TestMonitor integrations.
Create issue
Create a new issue in a selected project with title, description, status, priority, assignee, tags, attachments, and custom fields.
Update issue
Update an existing TestMonitor issue's title, description, status, priority, assignee, tags, linked test results, or custom fields.
List issues
List issues in a project with optional filters, sorting, related data, and pagination.
List Projects
Retrieve a paginated list of projects; supports search by name, sorting, filtering, and including related relations.
View Test Results
View test results for a project with optional search, filters, sorting, and pagination.
Create Test Result
Add a test result to a project, test case, and test run. Optionally set status, mark as draft, add notes, and attach files.
Know More About Testmonitor and Mydocsafe Integrations
How to Improve Document Handling with MyDocSafe & viaSocket Integration
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How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
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What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
Frequently Asked Questions
To start, connect both your TestMonitor and MyDocSafe accounts to viaSocket. Once connected, you can set up a workflow where an event in TestMonitor triggers actions in MyDocSafe (or vice versa).
Absolutely. You can customize how TestMonitor data is recorded in MyDocSafe. This includes choosing which data fields go into which fields of MyDocSafe, setting up custom formats, and filtering out unwanted information.
The data sync between TestMonitor and MyDocSafe typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between TestMonitor and MyDocSafe. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About TestMonitor
TestMonitor is a test management application that allows you to design, plan, and run user acceptance tests.
Learn MoreAbout MyDocSafe
MyDocSafe is a secure document management and e-signature platform designed to streamline workflows, enhance compliance, and improve client engagement. It offers features such as secure document storage, electronic signatures, client portals, and automated workflows.
Learn More
