Capsule CRM + TestMonitor Integration

Connect Capsule CRM to TestMonitor - Automate your workflows in 1-click

Make use of Capsule CRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. And automate all the repetitive tasks between Capsule CRM & TestMonitor using Integrately.

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Ready Workflows For Capsule CRM + TestMonitor Integration

Just click on the workflow you want to automate

Create Capsule CRM task from new TestMonitor issue

TestMonitor + Capsule CRM Integration

Activate

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Create Your Own Capsule CRM & TestMonitor Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Person is created in Capsule CRM
Triggers the automation whenever a new person is created
Instant
Person is updated in Capsule CRM
Triggers the automation whenever a person's profile is updated
Instant
Task is created in Capsule CRM
Triggers the automation whenever a new task is created
Instant
Task is updated in Capsule CRM
Triggers the automation whenever any task is updated
Instant
Opportunity is created in Capsule CRM
Triggers the automation whenever any opportunity is updated
Instant
Opportunity is updated in Capsule CRM
Triggers the automation whenever any opportunity is updated
Instant
Case is created in Capsule CRM
Triggers the automation whenever a case is created
Instant
Case is updated in Capsule CRM
Triggers the automation whenever any case is updated
Instant
Organisation is created in Capsule CRM
Triggers the automation whenever a new organization is created
Instant
Organisation is updated in Capsule CRM
Triggers the automation whenever any organization's profile is modified
Instant
Test result is created in TestMonitor
User is created in TestMonitor
Triggers the automation whenever a new user is created
Team is created in TestMonitor
Triggers the automation whenever a new team is created
Issue is created in TestMonitor
Triggers the automation whenever a new issue is created
Project is created in TestMonitor
Triggers the automation whenever a new project is created

Create person in Capsule CRM
Automatically generates a new person
Search person in Capsule CRM
Automatically retrieves information about a person
Create opportunity in Capsule CRM
Automatically creates a new instance of the support system
Search opportunity in Capsule CRM
Automatically searches for a opportunity
Create task in Capsule CRM
Automatically creates a new task
Add note to entity in Capsule CRM
Automatically adds a note to a entity
Create organisation in Capsule CRM
Automatically generates a new invoice
Search organisation in Capsule CRM
Automatically finds and retrieves information about a organization
Search person or organisation in Capsule CRM
Automatically searches for a person or organisation
Add tag to entity in Capsule CRM
Automatically assigns a tag to a designated entity
Create case in Capsule CRM
Automatically generates a new case entry
Search case in Capsule CRM
Automatically searches for a case record
Search milestone in Capsule CRM
Automatically searches for a milestone
Create task for an issue in TestMonitor
Automatically creates a task for a particular issue
Search user in TestMonitor
Automatically searches for a user
Get user by id in TestMonitor
Automatically retrieves user information using their ID
Delete user in TestMonitor
Automatically removes a user from the system
Archive user in TestMonitor
Automatically archives a user
Get team by id in TestMonitor
Automatically retrieves a team's information by its ID
Search team in TestMonitor
Automatically searches for a team
Create issue in TestMonitor
Automatically generates a new issue for tracking and resolving
Search issue in TestMonitor
Automatically scan and locate issues with
Get issue by id in TestMonitor
Automatically retrieves a issue by its ID
Get project by id in TestMonitor
Automatically retrieves project information using the project ID
Search project in TestMonitor
Automatically searches for a project
Create project in TestMonitor
Automatically creates a new project
Get members of a team in TestMonitor
Automatically retrieves and display the members of a team

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Integrate Capsule CRM & TestMonitor In 1 Click
And Save Time & Money Both

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

Want to automate something else in your workflow?

You Can Also Connect Capsule CRM or TestMonitor With 1200+ Other Apps

Capsule is a revolutionary sales CRM that helps you manage your contacts, pipeline and activities. The easy to use interface allows you to keep track of all your interactions with customers in one convenient place.

See Capsule CRM Integrations

TestMonitor revolutionizes software testing with its all-in-one platform, providing efficient test case management, execution tracking, and in-depth reporting and analysis. Enhance collaboration, reduce manual effort, and achieve better results.

See TestMonitor Integrations