Connect TestMonitor and TurboTax to Build Intelligent Automations

Choose a Trigger

TestMonitor

When this happens...

Choose an Action

TurboTax

Automatically do this!

Enable Integrations or automations with these events of TestMonitor and TurboTax

Enable Integrations or automations with these events of TestMonitor and TurboTax

Triggers

Get new issues

Get new issues

Get issues created in the selected project since the last check.

Retrieve recent test results

Retrieve recent test results

Retrieve test results created since the last run for the selected project.

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Actions

Create issue

Create issue

Create a new issue in a selected project with title, description, status, priority, assignee, tags, attachments, and custom fields.

Update issue

Update issue

Update an existing TestMonitor issue's title, description, status, priority, assignee, tags, linked test results, or custom fields.

List issues

List issues

List issues in a project with optional filters, sorting, related data, and pagination.

List Projects

List Projects

Retrieve a paginated list of projects; supports search by name, sorting, filtering, and including related relations.

View Test Results

View Test Results

View test results for a project with optional search, filters, sorting, and pagination.

Create Test Result

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

How do I start an integration between TestMonitor and TurboTax?

To start, connect both your TestMonitor and TurboTax accounts to viaSocket. Once connected, you can set up a workflow where an event in TestMonitor triggers actions in TurboTax (or vice versa).

Can we customize how data from TestMonitor is recorded in TurboTax?

Absolutely. You can customize how TestMonitor data is recorded in TurboTax. This includes choosing which data fields go into which fields of TurboTax, setting up custom formats, and filtering out unwanted information.

How often does the data sync between TestMonitor and TurboTax?

The data sync between TestMonitor and TurboTax typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from TestMonitor to TurboTax?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between TestMonitor and TurboTax?

Yes, you can set conditional logic to control the flow of data between TestMonitor and TurboTax. 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

About TestMonitor

TestMonitor is a test management application that allows you to design, plan, and run user acceptance tests.

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TurboTax

About TurboTax

TurboTax is a leading tax preparation software that simplifies the process of filing taxes for individuals and businesses. It offers a user-friendly interface and step-by-step guidance to ensure accurate and efficient tax filing. With TurboTax, users can maximize their deductions and receive their maximum refund. The software is designed to cater to various tax situations, making it a versatile tool for tax preparation.

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