Connect TestMonitor and MyDocSafe
Integrate TestMonitor with MyDocSafe to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a Folder in Mydocsafe when Get new issues from TestMonitor
Create a Folder in Mydocsafe when Retrieve recent test results from TestMonitor
Create a Portal in Mydocsafe when Retrieve recent test results from TestMonitor
Create issue in TestMonitor when Document is Signed in Mydocsafe
Update issue in TestMonitor when Document is Signed in Mydocsafe
Popular TestMonitor + MyDocSafe 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
MyDocSafe
Automatically do this!
Create a Folder
Create a Portal
Create a Portal Group
Create a Folder in Mydocsafe when Get new issues from TestMonitor
Use this flowCreate a Folder in Mydocsafe when Retrieve recent test results from TestMonitor
Use this flowCreate a Portal in Mydocsafe when Retrieve recent test results from TestMonitor
Use this flowCreate issue in TestMonitor when Document is Signed in Mydocsafe
Use this flowUpdate issue in TestMonitor when Document is Signed in Mydocsafe
Use this flowList issues from TestMonitor when Document is Signed in Mydocsafe
Use this flowList Projects in TestMonitor when Document is Signed in Mydocsafe
Use this flowView Test Results in TestMonitor when Document is Signed in Mydocsafe
Use this flowCreate Test Result in TestMonitor when Document is Signed in Mydocsafe
Use this flowCreate issue in TestMonitor when Form is submitted in Mydocsafe
Use this flowSupported Triggers & Actions
Everything you can automate between TestMonitor and MyDocSafe.
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.
Document is Signed
Triggers when a document is signed by all required parties.
Form is submitted
Triggers when a form is submitted
Esign is Rejected
Triggers when a esign is rejected
Sign Request Sent
Triggers when a document sign request is sent.
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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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 MyDocSafe
MyDocSafe is a secure document management and e-signature platform designed to streamline workflows, enhance compliance, and improve client engagement. It offers features such as secure document storage, electronic signatures, client portals, and automated workflows.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your TestMonitor and MyDocSafe 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 MyDocSafe 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 MyDocSafe. No coding required.
Yes. You can set up a workflow where TestMonitor triggers actions in MyDocSafe, and a separate workflow where MyDocSafe 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 MyDocSafe. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire TestMonitor and MyDocSafe integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
