Launch instances automatically
You can automatically start instances when another workflow completes and send data from one workflow to a step in another one.
Automatically launch a new instance
- Click + Add step and create a form with the form fields the external user needs to fill in.
- Create a new Integrations > Custom integrations step. It will be used to automatically launch the workflow.
- Click Settings on the step, and enter the following details:
- Method: POST
- URL:
https://core.nextmatter.com/api/instances/
- Headers: Content-Type:
application/json
- Headers: Authorization:
Your_NextMatter_API_key
- In the Body enter the following:
{ "process": "https://core.nextmatter.com/api/processes/WORKFLOW_ID/", "name": "{Instance ID} - Sub-workflow" //use data references to reference the name from step 1 }
Where is the workflow ID
You can get the ID by clicking the follow-up workflow and copying the number from the URL in your browser.
![](https://files.readme.io/f07c902-workflow_ID.png)
- Click + Create variable and create a
ID
reference of the value $.id and theURL
reference of value$.url
.
- Save your changes.
Send data to the instance step
- Create a new Integrations > Custom integrations step. It will be used to send data to the new instance and automatically complete the first step of the instance.
- Click Settings on the step, and enter the following details:
- Method: POST
- URL:
https://core.nextmatter.com/api/instances/{3.Launch - Launch workflow automatically - ID (plain)}/complete_step/
- Headers: Content-Type:
application/json
- Headers: Authorization:
Your_NextMatter_API_key
- In the Body enter the following:
{ "step_id":STEP_ID,//this is a placeholder "actions":[ { "action_id":ACTION_ID, //this is a placeholder "input_object":{"inputValue":"TEXT"} //TEST is a placeholder } ] }
Where is the step ID
- In your left-hand navigation, click the Workflows icon.
- Hover over the follow-up workflow and click on the menu icon.
- Click Edit workflow.
- Click the step to which you'd like to send data.
- Copy the step ID. It's the last number in the URL you see in your browser.
![](https://files.readme.io/0fe28db-step_ID.png)
Where is the form ID
- In your left-hand navigation, click the Workflows icon.
- Hover over the follow-up workflow and click on the menu icon.
- Click Edit workflow.
- Click the step to which you'd like to send data.
- Click the ID icon for the field to which you want to copy data.
- Copy Form field ID.
![](https://files.readme.io/42d2505-form_id.png)
- Save your changes.
Updated 3 months ago