Design Workflows Builder Toolbox

Let’s get you started, nice and easy.

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What’s where in product: Watch a tour

The tour gives you an overview of what’s where in Next Matter

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Prepare to build: Watch a tour

The tour shows you how to:

  • Add users
  • Get the quick integration bits ready
  • Generate your key for any custom integration you might need
  • Start building workflows

You can use our Step template to add light users in bulk. To find the workflow, add a step and select the Onboard a list of light users template in Templates > Next Matter templates. Use our chat widget (bottom-right) to contact us for details.

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Advanced tips and tricks

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Next steps

  • REUSE: When building workflows, you can re-use data from the workflow (metadata, user-entered data, and data obtained from integrations). Learn how to use data references and variables
  • TEST and CHANGE: You can build workflows, test draft versions and revert changes. Learn more about version control
  • BRANCH: Base steps on conditions to account for multiple workflow paths. Learn more about conditions
  • START: Start workflows manually or when a trigger is received. Learn more about how to start workflows
  • INTEGRATE: Use our extensive integration capabilities to connect any 3rd-party tool
  • SHARE: You can share specific workflows as portals available to users. The users can start workflows from there and use this space as their quick resolution center. Learn more about portals