Connect TestMonitor and Sage Sales Management
Integrate TestMonitor with Sage Sales Management to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Account in Sage-sales-management when Get new issues from TestMonitor
Create Activity in Sage-sales-management when Get new issues from TestMonitor
Create Contact in Sage-sales-management when Get new issues from TestMonitor
Create Calendar Item in ForceManager when Get new issues from TestMonitor
Create Opportunity in Sage-sales-management when Get new issues from TestMonitor
Popular TestMonitor + Sage Sales Management 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
Sage Sales Management
Automatically do this!
Create Account
Create Activity
Create Contact
Create Calendar Item
Create Opportunity
Create Sales Order
Find Account
List Users
List Roles
List Accounts
List Account Types
List Contacts
List Opportunities
List Opportunity Types
List Opportunity Statuses
List Activities
List Activity Types
List Activity Points
List Calendar
List Emails
List Calls
List Products
List Order Headers
List Order Statuses
List Sales
List Campaigns
Update Account
Update Activity
Update Contact
Update Calendar Item
Update Opportunity
Update Sales Order
Find Contact
Create Account in Sage-sales-management when Get new issues from TestMonitor
Use this flowCreate Activity in Sage-sales-management when Get new issues from TestMonitor
Use this flowCreate Contact in Sage-sales-management when Get new issues from TestMonitor
Use this flowCreate Calendar Item in ForceManager when Get new issues from TestMonitor
Use this flowCreate Opportunity in Sage-sales-management when Get new issues from TestMonitor
Use this flowCreate Sales Order in Sage-sales-management when Get new issues from TestMonitor
Use this flowFind Account in Sage Sales Management when Get new issues from TestMonitor
Use this flowList Users from Sage Sales Management when Get new issues from TestMonitor
Use this flowList Roles from Sage Sales Management when Get new issues from TestMonitor
Use this flowList Accounts from Sage Sales Management when Get new issues from TestMonitor
Use this flowSupported Triggers & Actions
Everything you can automate between TestMonitor and Sage Sales Management.
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 Activity
Triggers when a new activity is created.
New Account
Triggers when a new account is created.
New Calendar Item
Triggers when a new calendar item is created.
New Contact
Triggers when a new contact 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 Sage Sales Management
ForceManager is a sales management tool designed to enhance the productivity and efficiency of sales teams by providing real-time data and insights.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your TestMonitor and Sage Sales Management 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 Sage Sales Management 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 Sage Sales Management. No coding required.
Yes. You can set up a workflow where TestMonitor triggers actions in Sage Sales Management, and a separate workflow where Sage Sales Management 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 Sage Sales Management. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire TestMonitor and Sage Sales Management integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
