March

Wording improvements, and more...

Integrations are now in Automations library

Now, you can find and easily connect 3rd party apps in Automations library.

Integrations used to be a page in the Company section, but we've moved and re-designed the page to make connecting apps more straightforward and easier. Happy connecting!

Authorization instead Pre-configured integration

When you connect an app in Automations library in Next Matter, you don't need to authenticate each API call you make. Till now, to make a step work with such connected integration, you had to select the app in the Pre-configured integration field.

However, in response to the feedback that this wording was unclear, we've changed it to Authorization, which is in line with what you'd put in the request header.

Share workflows with portals

The beta phase is over, and now you can use portals to your heart's content.
Portals are an easy way to share selected workflows with a wider audience. No need to send links, search for the right process, or worry about access and credentials.

Now, you can also open portals in a Front or Zendesk sidebar!

For details on portals, see Share workflows with portals