You can start instances manually or automatically, by, for example, triggering a workflow on completion of another workflow. You can define how you start a workflow instance when you build your workflow.
Image of the start workflow options section in the workflow overview with the recurring option highlighted

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Start instances manually

You can start an instance by clicking the play icon on the workflow.
Image of the start workflow options section in the workflow overview with the manual option highlighted
You can start multiple instances at once.
Image of multiple instances waiting to be strted

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Start recurring instances

You can automatically start instances in intervals and configure the recurrence. You set up the starting date and the recurrence, and you’re good to go.
Image of the start workflow options section in the workflow overview with the recurring option highlighted

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Start instances by email

Automatically start an instance when an email is sent or forwarded to a dedicated workflow email address. To activate the email address for your workflow, contact our Support team. Make sure that you observe the best practices for email triggers:
  • Disable auto-naming (we automatically add the email title as the name)
  • Make the attachment field optional in the email config, as emails don’t always contain attachments.
Note that emails with attachments without file extensions (.txt, .pdf, etc.) can prevent instances from being created. Filter out these attachments or add logic to handle them.

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Start instances with API

You can start an instance by making a call to the Create endpoint. For details, see API reference.
Tip: Make sure you have your API-Key at hand to authenticate your request.

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Start instances from an imported file

Start multiple instances with a CSV, XLS, or XLSX file import. To import a file, contact our Support team. Note that import batches are billed per instance. As part of the workflow, we map the values from the CSV to Next Matter instance values such as tags or instance name, add headers to the file, and launch the instance. Allow anyone with a dedicated workflow portal link to start an instance of a workflow. No Next Matter account is required. Learn how to do it
  1. Click your workflow to open the overview.
  2. Select External Portal.
  3. Select Create portal from first step.
Image of the start workflow options section in the workflow overview with the public form option highlighted
  1. Copy the link and send it to the person who should start the workflow. Alternatively, you can generate a QR code to share.
The person who receives the link opens it in a browser when they are asked to complete the first step of the workflow. When they click complete, the workflow is set in motion.
Image of a public form as users see it

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Start instances with a webhook

Set up the workflow instance to start only when an event happens (for example someone creates a Zendesk ticket). Learn more

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Start instances of a process with another workflow

You can configure one workflow to start another workflow on completion of the first one. For details, see Start a follow-up workflow.