Launch instances automatically

Run Workflows

Builder Toolbox

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Automatically launch a new instance

1. Click + Add step and create a form with the form fields the external user needs to fill in.

2. Create a new Integrations > Custom integrations step. It will be used to automatically launch the workflow.

3. Click Settings on the step, and enter the following details:

   Where is the workflow ID?

   • Click + Create variable and create an ID reference of the value $.id and the URL reference of the value $.url.

   • Method: POST

   • URL:

   • Headers: Content-Type: application/json

   • Headers: Authorization: Your_NextMatter_API_key

   • In the Body enter the following:

     JSON

     {
         "process": "https://core.nextmatter.com/api/processes/WORKFLOW_ID/",
         "name": "{Instance ID} - Sub-workflow"
     }
     

4. Save your changes.

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Send data to the instance step

1. 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.
2. 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:

     JSON

     {
            "step_id": "STEP_ID",
            "actions":[
                   {
                          "action_id": "ACTION_ID",
                          "input_object":{"inputValue":"TEXT"}
                   }
            ]
     }
     

     Where is the step ID?

     Where is the form field ID?

3. Save your changes.