Connect TestMonitor and PandaDoc to Build Intelligent Automations
Choose a Trigger
When this happens...
Fetch New Issues
New Test Result
Choose an Action
Automatically do this!
Find Document
Get Document by ID
Create/Update Contact
Create Document
Get Document Attachments
Create Attachment
Ready to use TestMonitor and PandaDoc automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Fetch New Issues
Retrieve issues created in the selected project since the previous check.
New Test Result
Fetches test results created since the last check for the selected project in TestMonitor.
Document Status Changed
Triggers when the document status changes.
Document Deleted
Triggers when a document is deleted
Template Created
Triggers when a template is created
Template Deleted
Triggers when a template us deleted
Do thisActions
Action is the task that follows automatically within your TestMonitor integrations.
Create issue
Create a new TestMonitor issue in a selected project with title, description, status, priority, assignee, tags, linked test results, attachments, and custom fields.
Update issue
Update a TestMonitor issue's title, description, status, priority, assignee, tags, linked test results, or custom fields.
List issues
Retrieve issues from a selected project with optional search, filters, sorting, related data, and pagination.
List Projects
Retrieve a paginated list of projects; supports search by name, sorting, filtering, and including related relations.
List Test Results
Retrieve test results from a project with optional search, sorting, filters, and pagination.
Create test result
Add a test result to a selected project, test case, and test run in TestMonitor, with optional notes, status, draft setting, and file attachments.
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Frequently Asked Questions
To start, connect both your TestMonitor and PandaDoc accounts to viaSocket. Once connected, you can set up a workflow where an event in TestMonitor triggers actions in PandaDoc (or vice versa).
Absolutely. You can customize how TestMonitor data is recorded in PandaDoc. This includes choosing which data fields go into which fields of PandaDoc, setting up custom formats, and filtering out unwanted information.
The data sync between TestMonitor and PandaDoc 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 PandaDoc. 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 PandaDoc
Pandadoc is a comprehensive document management platform that streamlines the process of creating, sending, and eSigning documents online. It is designed to enhance productivity and efficiency in managing proposals, quotes, contracts, and other business documents.
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