Connect TestMonitor and Advicent Naviplan to Build Intelligent Automations
Choose a Trigger
When this happens...
Get new issues
Retrieve recent test results
Choose an Action
Automatically do this!
- Request a new Action for Advicent Naviplan
Enable Integrations or automations with these events of TestMonitor and Advicent Naviplan
Enable Integrations or automations with these events of TestMonitor and Advicent Naviplan
Triggers
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.
Actions
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.
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Frequently Asked Questions
To start, connect both your TestMonitor and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in TestMonitor triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how TestMonitor data is recorded in Advicent Naviplan. This includes choosing which data fields go into which fields of Advicent Naviplan, setting up custom formats, and filtering out unwanted information.
The data sync between TestMonitor and Advicent Naviplan 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 Advicent Naviplan. 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 Advicent Naviplan
Advicent Naviplan is a comprehensive financial planning software designed to help financial advisors create detailed and personalized financial plans for their clients. It offers robust tools for cash flow analysis, retirement planning, and investment strategies, ensuring advisors can provide tailored advice to meet individual client needs.
Learn More
