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Create an API key

If you have API keys that were generated for you by our Support team, they will show up on the list of active keys.
You can only create and manage keys if you’re a Next Matter admin.
  1. Go to Company > Next Matter API keys.
  2. In the top-right corner, click + Create API key.
  3. Enter the name for the key and select the user to whom the key will be assigned.
  4. (Optional) To set the expiry date for the key, select the Add expiry date checkbox and select the date and time. If the expiry date hasn’t been set, the key will not have a default expiry date.
The date and time are displayed in the timezone of the browser.
  1. Click Create API key.
  2. Copy the key and click Done.
You can always update the expiry date for the key even if the key has already expired. Click Edit for the key and enter a new date.

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Update a key

You can re-assign the key to another user or update the expiry date. To update the key, click the pencil icon and edit the data.
A screenshot of the Next Matter API key. The pencil icon to edit the key is visible to the right of the key data.

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Delete or revoke key

To delete or revoke a key, click the … (three dots) to the right of the key data and select the action. Before you delete or revoke, ensure there is no integration using this key. Otherwise, the integration step will fail. Once you revoke or delete the key, you can’t activate it again.
A screenshot of the Next Matter API key. The action icon on the right is expanded, showing the Delete API key and Revoke API key as possible actions.

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Public API and rate limiting

You will find the list of parameters for the Next Matter API calls here. Due to rate limiting, you can make a maximum of 100 requests per minute.
Note that not all the actions available in the UI are available in the API. For example, you can only edit a completed step or import conditions using the UI.

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Custom credentials

To ensure credentials are secure and encrypted and maintain compliance, we can store your organization’s access credentials that you use for custom integrations in an encrypted database. We can store the following credentials for you:
  • Basic: username and password
  • Bearer: token
  • API key: API prefix and token
We don’t support credentials that use HTTP body or query parameters.
To add custom credentials:
  1. Go to Automations library.
  2. Open the Custom credentials tab.
  3. Click + Add new.
  4. Select the type of credentials to add and add your credentials. Tip: Add a meaningful name to your credentials. This will help you recognize them in the Authorization dropdown. Note that the name must stay within the 100-character limit, and the description shouldn’t exceed 500 characters.
  5. Click Add and activate.
Custom credentials will be available in the Authorization dropdown when you configure your custom integration.
Image showing custom credential picker in step settings
You can deactivate the credentials when needed. Once deactivated, the credentials will no longer appear in the Authorization dropdown. Important: Update all integrations that use these credentials, as they require active credentials to function properly.