Step templates are pre-defined combinations of steps, that enable you to build popular integrations and common business scenarios faster.
Contents
1. Types of step templates
There are three groups of step templates.
Integrations
Here you can find steps to integrate the most common technologies with Next Matter. We currently have templates for a variety of systems and use cases. Please reach out to Next Matter support if you can not find the integration you need.
Description | Additional help | |
Google Sheets | Find and replace | |
Add and update a row | ||
Google Drive | Upload file | |
Set a permission | ||
Move file to folder | ||
Google Doc | Create PDF from template | |
Create PDF with signature | ||
Zendesk | Create a Zendesk ticket | |
Slack | Send a notification | |
Sendgrid | Send an email | |
Freshdesk | Query and update a ticket | |
JIRA | Create an issue | |
Twilio | Send a text message |
Next Matter Integrations
These are templates for using the Next Matter API within your process. You currently can
Launch a process automatically directly from your process. Useful to trigger subprocesses.
Update name or tags of a process instance
Complete a step automatically
Utilities
These steps provide extra utilities that are not yet part of the core platform. You can use these to
Calculate a future date and schedule a step at that dat
Calculate a formula
Format a date
Put together a URL to use in later parts of the processes. This is useful if you need to construct URLs with data references.
As of today, it is not yet possible to create your own step templates. Missing an integration? Please reach out to the Next Matter support team.
2. How to use step templates
You create step templates by adding a step and selecting the template of your choice. Each template displays a description and the number of steps that it will create.
The template also introduces an extra step for setup instructions. Please read and follow these closely when you first use a step template. Once you finished the setup you can safely delete this step.
A few things to consider when using step templates
read and follow the setup instructions carefully
for integrations with an external system (Slack, JIRA, etc.) you most likely will need an API-Key for authentication. Please make sure that you have the internal permissions to get an API-Key to connect your system with Next Matter
the template gives you the building blocks, but you can adapt them to fit your process. Move them around, rename them and change data references where needed