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Inspiration

Executives
Workflow managers
Builders
Users
Get buy-in for automation
How we use Next Matter
Operations automation

Getting started

First steps
Get started: Build workflows
- Build first workflow
- Integrate across tools
Get started: Work with tasks
Get started: Manager

low-CODE INtegrations

Analyze text and images code-free with AI
Create a no-code email
Create a low-code Google Sheet integration
Connect to Front code-free
Connect to Microsoft Excel no-code
No-code Slack notifications and messages
Connect to Zendesk code-free
Next Matter actions

QUICK ACTIONS

Calculations and comparisons
Date calculations
Formatting a date
Add and run custom code

Insights

Overview of workflows and instances
Visual builder
Data overview
Search
Export data

Permissions

Workflow visibility
Step visibility

Workflows

Workflows and instances
Workflow overview
Workfow lead and tech lead
Workflow versions
Participate in workflows
Manage workflows/instances
User-triggered workflows
Notes in workflow
Start instances
Tagging workflows
Stages board
Follow-up workflows
Sub-workflow triggering
Pass meta information
Share workflows in portals
Launch instances automatically
Track your instances/requests

Steps

Steps and step types
Steps assigned to you
Complete steps
Conditions
Steps for external users
Non-blocking steps
Comments in steps
Send data to another workflow
Conditional step assignee

Forms

Forms and form field types
Form configuration
Data references
- Data formatting

Deadlines

User-defined deadlines / priority
Step start and deadline
Deadlines/reminders for external users

Team

Grow your team
Team dashboard
Team permissions
Reassign tasks
Personal profile
Set out of office

Integrations

API
Templates
Connect 3rd party services
Variables in workflows
Webhook triggers
Integrate with Airtable
Integrate with Amazon Redshift
Integrate with Asana
Integrate with Box
Integrate with DHL
Integrate with Docusign
Integrate with Freshdesk
Integrate with Front
Integrate with GIPHY
Integrate with Google
Integrate with HubSpot
Integrate with Intercom
Integrate with Jira
Integrate with Mailchimp
Integrate with Microsoft
Integrate with Notion
Integrate with Nutshell
Integrate with PostgreSQL
Integrate with SendGrid
Integrate with Slack
Integrate with Smartsheet
Integrate with Twilio
- Send a text message
- Use Twilio verification system
Integrate with Zapier
Integrate with Zendesk

Authentication

Okta authentication
Authenticate with Microsoft

Questions/Answers

FAQ
Troubleshooting workflows

Tutorials

Dynamic dropdowns | Video
External user step | Video
Exchange data with Google Sheets | Video
Webhook triggers | Video
Relevant dropdowns | Video
Data references | Video
Explained: Next Matter inbox and portals
Explained: Routing

END-TO-END Solutions

Compliance with Next Matter
Customer service automation with Next Matter
B2B onboarding with Next Matter

Webhook triggers | Video

Connect to 3-rd party apps in seconds and trigger instances based on events

Workflow builder

Updated 9 months ago