Step Templates

Step templates are pre-configured steps, that enable you to build popular integrations and common business scenarios faster.

Types of step templates
How to use step templates

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
Airtable	Create a new record
	Update record
Docusign	Send a file to sign	Integrate with Docusign
	Send template to sign
Freshdesk	Query and update a ticket	Integrate with Freshdesk
Google Doc	Create PDF from template
	Create PDF with signature
Google Drive	Copy file
	Create folder
	Move file to folder
	Replace file
	Set a permission
	Upload file	Upload files to Drive
Google Sheets	Add & update a row
	Find and replace
	Vlookup
Hubspot	Ticket creation and update
JIRA	Create an issue	Create a JIRA issue
Microsoft Excel	Add and update new row
Microsoft OneDrive	Add folder
	Upload file
Microsoft Sharepoint	Create list
	Create list item
Microsoft Teams	Send message	How to
Sendgrid	Send an email
	Send email with attachment
Slack	Send a message
Twilio	Send a text message
	OTP verification	Integrate an OTP verification service
Zendesk	Create a ticket
	Launch process automatically	How to

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 the 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 date
Calculate a formula
Format a date

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 use 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
templates often include placeholders that need to be replaced with data references or a fixed value. Placeholders look like <placeholder>. The complete placeholders needs to be replaced including the <> characters
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