Connect TestMonitor and Copilot
Integrate TestMonitor with Copilot to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Client in Copilot when Get new issues from TestMonitor
Create Company in Copilot when Get new issues from TestMonitor
Create Message Channel in Copilot when Get new issues from TestMonitor
Create Link on Copilot when Get new issues from TestMonitor
Create Folder in Copilot when Get new issues from TestMonitor
Popular TestMonitor + Copilot flows
Start from a real workflow other teams are already running.
Choose a trigger
TestMonitor
When this happens...
Get new issues
Retrieve recent test results
Choose an action
Copilot
Automatically do this!
Create Client
Create Company
Create Message Channel
Create Link
Create Folder
Create File
Create Note
Update a Note
Update Client
Update Company
Send a Message
Request Form Responses
Create Client in Copilot when Get new issues from TestMonitor
Use this flowCreate Company in Copilot when Get new issues from TestMonitor
Use this flowCreate Message Channel in Copilot when Get new issues from TestMonitor
Use this flowCreate Link on Copilot when Get new issues from TestMonitor
Use this flowCreate Folder in Copilot when Get new issues from TestMonitor
Use this flowCreate File in Copilot when Get new issues from TestMonitor
Use this flowCreate Note in Copilot when Get new issues from TestMonitor
Use this flowUpdate a Note in Copilot when Get new issues from TestMonitor
Use this flowUpdate Client in Copilot when Get new issues from TestMonitor
Use this flowUpdate Company in Copilot when Get new issues from TestMonitor
Use this flowSupported Triggers & Actions
Everything you can automate between TestMonitor and Copilot.
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.
New Client
Trigger whenever any new client is created.
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.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About TestMonitor
TestMonitor is a test management application that allows you to design, plan, and run user acceptance tests.
Learn moreSimilar apps
About Copilot
Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your TestMonitor and Copilot 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.
Yes. viaSocket uses instant triggers where available, so data moves between TestMonitor and Copilot as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Copilot. No coding required.
Yes. You can set up a workflow where TestMonitor triggers actions in Copilot, and a separate workflow where Copilot triggers actions in TestMonitor. Both run independently and in real time.
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.
Yes, there is a free plan that covers basic workflows between TestMonitor and Copilot. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire TestMonitor and Copilot integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
