Connect BoardCRM and TestMonitor to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
Create issue
Update issue
List issues
List Projects
View Test Results
Create Test Result
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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.
Do thisActions
Action is the task that follows automatically within your BoardCRM integrations.
Add Comment
Add a comment to a specified deal in BoardCrm.
UpdateLead
Update an existing lead in BoardCrm by Lead ID to modify name, contact details, company, position, and notes.
Create Deal
Create a new deal (offer) in BoardCrm using the provided lead details and deal field values.
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.
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Frequently Asked Questions
To start, connect both your BoardCRM and TestMonitor accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in TestMonitor (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in TestMonitor. This includes choosing which data fields go into which fields of TestMonitor, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and TestMonitor 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 BoardCRM and TestMonitor. 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 BoardCRM
BoardCrm is a comprehensive CRM solution designed to streamline customer relationship management and enhance sales processes. With features tailored for efficient contact management, sales tracking, and customer engagement, BoardCrm empowers businesses to build stronger relationships and drive growth.
Learn MoreAbout TestMonitor
TestMonitor is a test management application that allows you to design, plan, and run user acceptance tests.
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