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Connect TestMonitor and Clicksign

Integrate TestMonitor with Clicksign to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.

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Full list

Supported Triggers & Actions

Everything you can automate between TestMonitor and Clicksign.

When this happensTriggers

A trigger is an event that starts a workflow.

Get new issues

Get new issues

Get issues created in the selected project since the last check.

Retrieve recent test results

Retrieve recent test results

Retrieve test results created since the last run for the selected project.

Document Cancelled

Document Cancelled

Triggered when a document is manually cancelled.

New Signer

New Signer

Triggered when a new signer is added to a document.

New Document

New Document

Triggers when new document is uploaded in the clicksign.

Document Finalized

Document Finalized

Triggers when a document is manually finalized.

Do thisActions

Action is the task that follows automatically within your TestMonitor integrations.

Create issue

Create issue

Create a new issue in a selected project with title, description, status, priority, assignee, tags, attachments, and custom fields.

Update issue

Update issue

Update an existing TestMonitor issue's title, description, status, priority, assignee, tags, linked test results, or custom fields.

List issues

List issues

List issues in a project with optional filters, sorting, related data, and pagination.

List Projects

List Projects

Retrieve a paginated list of projects; supports search by name, sorting, filtering, and including related relations.

View Test Results

View Test Results

View test results for a project with optional search, filters, sorting, and pagination.

Create Test Result

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.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Frequently Asked Questions

How do I connect TestMonitor and Clicksign?

Sign up for a free viaSocket account, then authorize both your TestMonitor and Clicksign 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.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between TestMonitor and Clicksign as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from TestMonitor to Clicksign?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Clicksign. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where TestMonitor triggers actions in Clicksign, and a separate workflow where Clicksign triggers actions in TestMonitor. Both run independently and in real time.

What happens if a step in the workflow fails?

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.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between TestMonitor and Clicksign. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire TestMonitor and Clicksign integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.