Connect TestMonitor and Apptivo CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Get new issues
Retrieve recent test results
Choose an Action
Automatically do this!
List Opportunities
List Cases
List Leads
List Customers
List Contacts
Search Leads by Email ID
Create Contact
Ready to use TestMonitor and Apptivo CRM 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.
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.
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Frequently Asked Questions
To start, connect both your TestMonitor and Apptivo CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in TestMonitor triggers actions in Apptivo CRM (or vice versa).
Absolutely. You can customize how TestMonitor data is recorded in Apptivo CRM. This includes choosing which data fields go into which fields of Apptivo CRM, setting up custom formats, and filtering out unwanted information.
The data sync between TestMonitor and Apptivo CRM 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 Apptivo CRM. 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 Apptivo CRM
Apptivo CRM is a comprehensive customer relationship management platform designed to streamline and enhance the way businesses manage their customer interactions, sales processes, and marketing efforts. It offers a suite of tools to help businesses track leads, manage contacts, automate workflows, and gain insights through analytics, all in one integrated platform.
Learn More
