Sub-workflow triggering

If you're onboarding a new customer and part of the workflow is to get some legal paperwork ready. Instead of doing that as part of the entire customer onboarding process flow you can trigger a sub-workflow.


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.

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.
  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/MAIN_WORKFLOW_ID/",
        "name": "{Instance ID}- Sub-workflow"
    }
    
  1. Save your changes.