Next Mattter offers full flexibility to send data that was collected in Next Matter instances to other applications. A common scenario is handing over data to Zapier or Integromat, that can then be used to integrate with other applications.
Below you can find a description for a short sample scenario using Zapier.
Step 1: Create a Webhook in Zapier and set the event to "Catch Hook". Copy the webhook URL
Step 2: Head over to the process editor in Next Matter and create a new "integration step". Here is an example.
The Configuration can be as follows:
Method: Post
URL: [The URL of the Webhook that you just created]
Header: Content-type: application/jsonBody
in the case of Zapier, a self defined set of comma-separated variables. Below an example from the screenshot above, using
the name of the instance (a full list of available variables is linked here)
the url to the Next Matter process instance
the user name of the creator
A data referenced string input field from the process (Name)
A data referenced number input field from the process (Favorite Number)
Body:
{ "titleofprocess": "{{instance_name}}", "linktoinstance": "{{instance_url}}", "creator": "{{instance_lead_user}}", "name": "{1. Enter some data - Name - Input}", "favorite_number": "{1. Enter some data - Favorite Number - Input}" }In the Next Matter editor, create an integration step. Sample screenshot below.
Step 3: Run a Next Matter process instance to test the connection. You can freely re-use the data received for any further action.
Here is a short summary of the entire setup flow.