Follow-up workflows

Before you begin

• Create the first and the follow-up workflow. The first workflow will be the one that will trigger the next workflow.
• Have your API-Key at hand. If you don't have it, contact your organization admin, or, if you're an admin, generate the key in Next Matter by going to Company > Next Matter API keys.
• Note down the ID of the workflow that will be triggered with the first workflow. You can get the ID by clicking the follow-up workflow and copying the number from the URL in your browser.

Watch a video tutorial

Workflow overview

1. Add a template to your first workflow.
2. Edit the template settings for the trigger to work.
3. Start the workflow instance.

1. Add a template to your first workflow

1. In your left-hand navigation, click the Workflow icon.
2. Hover over the first workflow and click on the menu icon.
3. Click Edit workflow.

1. Hover over the last step in your first workflow and click the plus icon.
2. Click Templates > Next Matter templates > Launch workflow automatically. This template will add extra steps to your workflow.
3. Click the Launch step.
4. Click the Settings cog icon.
   Now, edit the template settings to automatically trigger the follow-up step.

2. Edit the template settings for the trigger to work

1. In the Headers section of Settings, enter your Api-Key. Note that you need the phrase Api-Key to go before the code in the field.

1. Select Raw as Body type.
2. In the Body section, enter the workflow number.

To do that, delete WORKFLOW_ID and replace it with the real ID of the follow-up workflow that you have copied from the URL in your browser.
This is an example of what your Body might look like:

{ 
"process": "https://core.nextmatter.com/api/processes/15723/"
}

3. Decide what should happen if the step fails (On Failure).
4. Save your changes.

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Note: Remember to delete the step with instructions that's added to the template. If you don't want to send data from the first to the follow-up instance, delete the Send data step as well. If you need to send data, see Send data to another workflow.

3. Start the workflow instance

1. In the left-hand navigation, click Workflows.
2. Click the first workflow.
3. Click the play icon.

4. Give the workflow instance a meaningful name.
5. Click Start instance.

When the first workflow instance has completed, it will automatically trigger the follow-up process instance. To verify that the follow-up workflow instance completed, click the follow-up workflow. Next, click the Completed Instances. Your follow-up workflow should show as Completed.