The steps necessary to create this integration shall be outlined below.

Prerequisites:

  • A Zapier account
  • A Google Suite account

This how-to assumes you already have a Next Matter process and want to add the Google Doc template part. It also assumes that you have a template document created in Google Docs, which is essentially a standard text document with some template markup in it - {{LookingLikeThis}}.

Instructions

  • Log in to Zapier and create a new Zap.
  • As trigger, select Webhooks by Zapier, and as Trigger Event choose Catch Hook. Copy the hook URL and keep the tab open.
  • In NextMatter, navigate to the Process Editor and add an HTTP Request step to your Process. The request method shall be POST, and as URL paste the hook URL from Zapier.
  • Add a Content-Type request header with the value application/json so the request body is interpreted as JSON-formatted by Zapier.
  • For the body, use the following for now: {"dummy-key": "dummy-value"}. Leave the remaining fields in their default state and leave the Process Editor for now.
  • Run an instance of your process. This should send a request to Zapier, and it should contain the dummy data.
  • In Zapier, continue up to the Find Data step and Click on Test Trigger.
  • You should see the request we just sent via NextMatter.
  • If not, try repeating the process, and have a bit of patience. If it still does not work, it can be helpful to use a tool such as Postman to send test requests.
  • In this way, one can easily find out which side is causing the issue - sender or receiver.
  • Once the requests reach Zapier, we can continue to configure the Zap.
  • Add an Action below the trigger and choose Google Docs as App and Create Document from Template as Action Event.
  • Zapier will guide you through the rest of the Action configuration smoothly.
  • You will see the template tags from your template, and be given the chance to select "dummy-key" from our request earlier.
  • This is how the mapping from our HTTP Request data to the template is made.
  • Equipped with this knowledge, we can now go back to NextMatter and add all data we want to see in our template to the request body.
  • We can choose the keys ourselves, because we can define a mapping in Zapier.
  • Along the way, it makes sense to run instances of our Process to check that everything is working as expected.

If you want to send back the newly created document to Next Matter you would need an API-Key. Please reach out to the Next Matter support team to obtain that key.

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