Variables in workflows

In Next Matter you can send data to an external application. You might then pull the processed data from these apps and re-use it in the workflow..

A variable is a value that changes depending on a context or situation. It might be a version number, a document ID, or a sum of a calculation. In Next Matter, you can pull these variables into a workflow.

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Low code integrations have their own system of creating variables. See No code Google Sheets and No code Zendesk.

You can have a number of use cases for the variables scenario:

  • Creating a Zendesk Ticket
  • Copying a google sheet or google doc template and getting the ID of the newly created document to make updates
  • Writing data into a cell and getting the updated range to make subsequent updates to that range

Watch a tutorial video

Set up a variable

  1. Create a step and select Integrations as the step type. You can add this step to an already existing workflow or create a new workflow. The integrations step with a variable will be the step to which you want to send the variable data.
  2. Click the setting icon.
  3. Enter the API endpoint you will be calling. If unsure, check the third-party API documentation.
  4. If you've already integrated with an external tool, select this tool in the Preconfigured integrations.
  5. Click + Add a variable.
  6. Configure the variable:
  • Give your variable a meaningful name

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Make sure there are no brackets or braces in the variable name.

  • Enter jsonpath as the preset type
  • Define the value that you want to extract. It's a good idea to first run the process without the variable and copy the JSON response that the integration step request provides. Next, you can use an online evaluator to test the required syntax for the variable https://jsonpath.com.
  • Copy the variable over to Next Matter.
  1. Save your changes.

Now you can reference the variable in the step where it should be used or displayed. You can select one of two available formats from the data reference dropdown.

  • String - useful if you want to display the result
  • JSON - useful if you want to use the result in another integration step