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


  1. Types of step templates

    1. Integrations

    2. Next Matter Integrations

    3. Utilities

  2. How to use step templates

1. Types of step templates

There are three groups of step templates.


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.


Additional help


Create a new record

Update record


Send a file to sign

Integrate with Docusign

Send template to sign


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



Ticket creation and update


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


Send an email

Send email with attachment


Send a message


Send a text message

OTP verification

Integrate an OTP verification service


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

  1. Launch a process automatically directly from your process. Useful to trigger subprocesses.

  2. Update the name or tags of a process instance

  3. Complete a step automatically


These steps provide extra utilities that are not yet part of the core platform. You can use these to

  1. Calculate a future date and schedule a step at that date

  2. Calculate a formula

  3. 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

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