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Before you begin

  • In Next Matter, go to Workflows, and create the first workflow. You will embed the sub-workflow into this 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.

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Create and embed the sub-workflow

  1. In Next Matter, go to Workflows.
  2. Click Create workflow and create the workflow that will become the sub-workflow.
  3. Note down the ID of the workflow. You can get the ID by clicking the follow-up workflow and copying the number from the URL in your browser.
Image of the workflow ID in the URL
  1. Open the main workflow you created.
  2. In the place where the sub-workflow should be started, add an Integration > Custom integration step.
  3. Click Settings and enter the following data:
  • Method: POST
  • URL: https://core.nextmatter.com/api/instances/
  • Headers: Content-type: application/json
  • Headers: Authorization: Your_NextMatter_API_Key
  • Body: 
    {
    "process": "https://core.nextmatter.com/api/processes/SUBWORKFLOW_ID/",
    "name": "{Instance ID}- Subworkflow"
}
  1. Save your changes.