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Home Docs Recipes API reference What's new Status Solutions APIs Code samples

Inspiration

Executives
Workflow managers
Builders
Users
Operations automation

Getting started

Your guide to Next Matter
Prepare your workflow
Build first workflow
Participate in workflows
Get buy-in for automation
Work with templates
How we use Next Matter
Personal profile

Insights

Overview of workflows and instances
Flowchart view
Data overview

Permissions

Workflow visibility
Step visibility

Workflows

Workflows and instances
Workflow overview
Manage workflows/instances
User-triggered workflow
Notes in workflow
Start instances
Tagging workflows
Stages board
Follow-up workflows
Sub-workflow triggering
Pass meta information

Steps

Steps and step types
Steps assigned to you
Step conditions
Steps for external users
Non-blocking steps
Comments in steps
Send data to another workflow

Forms

Forms and form field types
Form configuration
Data references
- Data formatting

Deadlines

User-defined deadlines / priority
Step start and deadline
Deadlines/reminders for external users

Team

Grow your team
Team dashboard
Team permissions

Integrations

API keys
Integrations
Variables in workflows
Webhook triggers
Integrate with Airtable
Integrate with Amazon Redshift
Integrate with Asana
Integrate with DHL
Integrate with DocuSign
Integrate with Freshdesk
Integrate with Front
Integrate with GIPHY
Integrate with Google
Integrate with HubSpot
Integrate with Jira
Integrate with Mailchimp
Integrate with Microsoft
Integrate with Notion
Integrate with PostgreSQL
Integrate with SendGrid
- Create a no-code email
Integrate with Slack
Integrate with Smartsheet
Integrate with Twilio
- Send a text message
- Use Twilio verification system
Integrate with Zapier
Integrate with Zendesk

Data operations

Calculations
Date calculations
Formatting a date

Questions/Answers

FAQ
Troubleshooting workflows

Video Tutorials

Dynamic dropdowns
External user step
Exchange data with Google Sheets
Webhook triggers
Relevant dropdowns
Data references

Data references

Save time and re-use data across your workflow

Workflow builder

Updated 15 days ago