Integration steps in Next Matter are a popular functionality, for example to create Zendesk tickets, update, create or copy spreadsheets, create PDF documents or even update proprietary systems.
Usually the response of these integration steps contains useful information that can be re-used in the process.
How it works: "User variables" allows to access individual parts of any integration step response and set a variable name for it. That newly created variable is available as a data-reference in the process.
Set up the variable in the editor
Go to the editor and select the integration step of which you want to use the response.
Scroll down to find the response data section and click on "+Add a variable"
Define a name that allows you to recognize the variable when you reference it later in the process
Define the value that you want to extract. There is an online evaluator, that allows you to test the required syntax for parsing the response of the integration step https://jsonpath.com
Type is preset to jsonpath (cannot be changed at the moment, but if you are interested in parsing other languages don't hesitate to let us know)
Tip: You need to know how the response body looks like in order to access the variables. There are two fast ways to know how the response body looks like
Simply run the integration step in Next Matter and copy the response body
Check the documentation of the API provider of the third party system
Use the variable in the process
You can now reference this variable in any subsequent step. There are two formatting options available
String - useful if you want to plainly display the result
Json - useful if you want to use the result in another integration step body, that requires json formatting
Popular use cases
The possibilities are endless, here are some examples for inspiration.
Create a Zendesk Ticket
Copy a google sheet or google doc template and get the ID of the newly created document to make subsequent updates
Write data into a cell and get the updated range to make subsequent updates to that range
In this demonstration video you can see an example of using Next Matter to calculate in a spreadsheet and learn how to
Identify the integration step body of your integration
Identify the Syntax required to parse the response
Set up the user variable