Launch instances automatically

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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?

   You can get the ID by clicking the follow-up workflow and copying the number from the URL in your browser.

   
   • 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

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     {
         "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

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

     Where is the step ID?

     1. In your left-hand navigation, click the Workflows icon.
     2. Hover over the follow-up workflow and click on the menu icon.
     3. Click Edit workflow.
     4. Click the step to which you’d like to send data.
     5. Copy the step ID. It’s the last number in the URL you see in your browser.

     
     Where is the form field ID?

     1. In your left-hand navigation, click the Workflows icon.
     2. Hover over the follow-up workflow and click on the menu icon.
     3. Click Edit workflow.
     4. Click the step to which you’d like to send data.
     5. Click the ID icon for the field to which you want to copy data.
     6. Copy Form field ID.

     
3. Save your changes.