Connect TestMonitor and Solve CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Get new issues
Retrieve recent test results
Choose an Action
Automatically do this!
Create a Company
Create a Contact
List Contact
List Ownership
List Category Tags
List Fields
Ready to use TestMonitor and Solve CRM automations
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Actions and Triggers
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 Company
Triggered when a new company record is created in Solve360.
New Contacts
Triggers when you add a new contact.
New Tagged Contact
Triggers when a specific tag is applied to a contact.
Update Contact
Triggers when update a contact.
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.
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Frequently Asked Questions
To start, connect both your TestMonitor and Solve CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in TestMonitor triggers actions in Solve CRM (or vice versa).
Absolutely. You can customize how TestMonitor data is recorded in Solve CRM. This includes choosing which data fields go into which fields of Solve CRM, setting up custom formats, and filtering out unwanted information.
The data sync between TestMonitor and Solve CRM 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 Solve CRM. 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 Solve CRM
Solve360 is a modern CRM and project management tool designed to help businesses streamline their customer relationship processes and manage projects efficiently. It offers a range of features including contact management, task tracking, and collaboration tools to enhance productivity and improve client interactions.
Learn More
