Connect Zoho SalesIQ and TestMonitor to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Zoho SalesIQ
Choose an Action
Automatically do this!
Create issue
Update issue
List issues
List Projects
View Test Results
Create Test Result
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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.
Do thisActions
Action is the task that follows automatically within your Zoho SalesIQ integrations.
Get Chat By ID
Retrieve details of a chat by its ID.
List Chats
Retrieve all the chats of a conversion.
Get Chat Transcript
Retrieve messages from a specific chat by chat ID.
List Visitors
Get a list of visitors and their details from Zoho SalesIQ using a View ID.
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.
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Frequently Asked Questions
To start, connect both your Zoho SalesIQ and TestMonitor accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho SalesIQ triggers actions in TestMonitor (or vice versa).
Absolutely. You can customize how Zoho SalesIQ data is recorded in TestMonitor. This includes choosing which data fields go into which fields of TestMonitor, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho SalesIQ and TestMonitor 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 Zoho SalesIQ and TestMonitor. 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 Zoho SalesIQ
Zoho SalesIQ is a powerful live chat and visitor tracking software designed to enhance customer engagement and boost sales. It provides real-time insights into visitor behavior, enabling businesses to offer personalized support and improve conversion rates.
Learn MoreAbout TestMonitor
TestMonitor is a test management application that allows you to design, plan, and run user acceptance tests.
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