
When this happens...
Get new issues
Retrieve recent test results

Automatically do this!
Create Contact
Create Company Customer
Create Individual Customer
Create Service Job
Find Job
Find Schedule
Find Quote
Find Company Customer
Create Schedule
Find Contact
Find Individual Customer
List Contact
List Customers
List Employees
List Sites
List Jobs
List All Quotes
List all Invoices
List All Customer Payments
List All Recurring Invoices
List All Customer Groups
List All Customer Profiles
List All Labor Rates
List All Schedule Rates
List All Service Fees
When this happensTriggers
A trigger is an event that starts a workflow.
Get issues created in the selected project since the last check.
Retrieve test results created since the last run for the selected project.
Triggers when a new company customer is created
Triggers when a new customer is updated
Triggers when a new individual customer is created
Triggers when a new individual customer is updated
Action is the task that follows automatically within your TestMonitor integrations.
Create a new issue in a selected project with title, description, status, priority, assignee, tags, attachments, and custom fields.
Update an existing TestMonitor issue's title, description, status, priority, assignee, tags, linked test results, or custom fields.
List issues in a project with optional filters, sorting, related data, and pagination.
Retrieve a paginated list of projects; supports search by name, sorting, filtering, and including related relations.
View test results for a project with optional search, filters, sorting, and pagination.
Add a test result to a project, test case, and test run. Optionally set status, mark as draft, add notes, and attach files.

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To start, connect both your TestMonitor and Simpro accounts to viaSocket. Once connected, you can set up a workflow where an event in TestMonitor triggers actions in Simpro (or vice versa).
Absolutely. You can customize how TestMonitor data is recorded in Simpro. This includes choosing which data fields go into which fields of Simpro, setting up custom formats, and filtering out unwanted information.
The data sync between TestMonitor and Simpro 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 Simpro. 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.
TestMonitor is a test management application that allows you to design, plan, and run user acceptance tests.
Learn MoreSimpro is a field service and job management software package. Optimize workflow processes & field service operations for trade businesses.
Learn More