To automate workflows by creating workflow instances and completing steps within those instances, use the Python script below. Use case: You can create a new onboarding workflow instance, automatically complete the first step (such as filling in the personal details), and move the workflow forward in Next Matter.
The script creates an instance with process_id and tags. The name is created automatically as per Next Matter settings.
List of form fields ( with input data required for the step to complete)
If successful, shows a completion message.
# Next Matter API Key (Replace with actual API Key)API_KEY ="API_KEY_VALUE"# Workfow and Step IDs (Replace with actual values)PROCESS_ID ="WORKFLOW_ID_VALUE"STEP_ID ="STEP_ID_VALUE"# Next Matter API Base URLBASE_URL ="https://core.nextmatter.com/api/"# Headers for authenticationHEADERS ={"Authorization":f"Api-Key {API_KEY}","Content-Type":"application/json"}defcreate_instance(process_id:str, tags:list=None):""" Creates a new instance of a Next Matter workflow. The name of the instance will be automatically created by Next Matter.:param process_id: ID of the workflow to create an instance for.:param tags: Optional list of tags to assign to the instance.:return: Instance ID and Instance URL if successful,None otherwise. https://help.nextmatter.com/reference/instances_create""" url =f"{BASE_URL}instances/" payload ={"process":f"https://core.nextmatter.com/api/processes/{process_id}/"}if tags: payload["tags"]= tags response = requests.post(url, json=payload, headers=HEADERS)if response.status_code ==201: instance_data = response.json()print(f"✅ Instance created successfully: {instance_data['id']}")return instance_data["id"], instance_data["url"]else:print(f"❌ Error creating instance: {response.text}")returnNone,Nonedefcomplete_step(instance_id:str, step_id:int, actions:list):""" Completes a step in a given Next Matter instance.:param instance_url: URL of the instance where the step should be completed.:param step_id: ID of the step to be completed.:param actions: List of form fields (each containing an action_id and input_object).:return: API response data. https://help.nextmatter.com/reference/instances_complete_step""" url =f"{BASE_URL}instances/{instance_id}/complete_step/" payload ={"step_id": step_id,"actions": actions} response = requests.post(url, json=payload, headers=HEADERS)if response.status_code ==200:print("✅ Step completed successfully.")return response.json()else:print(f"❌ Error completing step: {response.text}")returnNoneif __name__ =="__main__":# Example usage instance_id, instance_url = create_instance(PROCESS_ID, instance_name="Test Instance")if instance_url:# Modify the form field list according to your workflow's requirements actions =[{"action_id":123456,# Replace with actual action ID"input_object":{"inputValue":"Value 1"}# Key (i.e. inputValue) depends on the type of form field},{"action_id":789012,# Replace with actual action ID"input_object":{"itemSelected":"Value 2"}}] complete_step(str(instance_id), STEP_ID, actions)
You can use this API call to get filtered instances of a workflow. In the example below, we’re filtering for all instances with a maximum total runtime of 50 seconds.
