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Integration Tutorials
Integration Tutorials
Learn how you can integrate Next Matter with other systems and applications that you use
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23 articles in this collection
Written by
Tassilo Karunarathna,
Shadi Rashed,
and
Laia Gasparin
Data-references: List of hidden options available in Next Matter
Data referencing is a powerful way to re-use data created in Next Matter process instances. Power users can apply formatting to references
Written by
Tassilo Karunarathna
Updated over a week ago
Integration Steps - Popular Integrations
Integrate Next Matter with Docusign
Oftentimes documents are sent out during a Next Matter process to sign. This tutorial covers integrating Docusign for this purpose.
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Written by
Laia Gasparin
Updated over a week ago
Create an Asana Task
This guide will help you to automatically create a Task in Asana from your Next Matter process.
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Written by
Laia Gasparin
Updated over a week ago
Fill out a Google Slides template
Copy a Google Slides Template and fill out with your data.
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Written by
Laia Gasparin
Updated over a week ago
Integrate Next Matter with Twilio OTP Verification Service
Learn how to setup Next Matter and Twilio for OTP SMS verification
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Written by
Laia Gasparin
Updated over a week ago
Complete process steps directly from Zendesk
Zendesk is often used for customer communication together with Next Matter. Learn how to send data from Zendesk to a process instance
Written by
Shadi Rashed
Updated over a week ago
Amazon Redshift Integration
Securely read and write data from and to your Amazon Redshift database
Written by
Shadi Rashed
Updated over a week ago
Create a JIRA issue
This guide will help you to automatically create JIRA issues from your Next Matter process.
Written by
Shadi Rashed
Updated over a week ago
Integrate Next Matter with Freshdesk
Often it can be useful to display Freshdesk ticket information in your process or to update a ticket directly from your process.
Written by
Shadi Rashed
Updated over a week ago
Upload Files to Google Drive
In this tutorial you will learn how to upload files to Google Drive directly from your Next Matter process
Written by
Shadi Rashed
Updated over a week ago
Integrate Next Matter with Sendgrid
Oftentimes Emails are sent out during a Next Matter process. You can use your own email provider for that. This tutorial covers Sendgrid.
Written by
Tassilo Karunarathna
Updated over a week ago
Automatically create a Google Sheet Summary from a Next Matter Workflow
Summary, Printout, Invoice, Template, Log, Table - you can create a custom summary directly from Next Matter
Written by
Tassilo Karunarathna
Updated over a week ago
Make outgoing API calls with Next Matter to Webhooks (e.g. Zapier, Integromat or any other webhook, for example from a proprietary system)
Next Matter can make ANY Rest API call and thereby send data to other systems or integration layers like Zapier, Integromat etc.
Written by
Tassilo Karunarathna
Updated over a week ago
Create a PDF document based on a Google Doc template
Allows you to create a PDF Summary out of a Next Matter instance
Written by
Tassilo Karunarathna
Updated over a week ago
Start Next Matter Processes from another system
Launch Next Matter processes directly from Freshdesk
Freshdesk is used for customer communication together with Next Matter. Learn how to launch Next Matter processes directly from Freshdesk
Written by
Shadi Rashed
Updated over a week ago
Next Matter Public RESTful API
Push data to from other systems to your Next Matter processes or retrieve information live.
Written by
Tassilo Karunarathna
Updated over a week ago
Launch Next Matter processes directly from Zendesk
Zendesk is often used for customer communication together with Next Matter. Learn how to launch Next Matter processes directly from Zendesk
Written by
Shadi Rashed
Updated over a week ago
Use Jira Issue to trigger a Next Matter process
Jira or Jira Service Management are popular tools for issue tracking. They can be seamlessly integrated to Next Matter using our public API
Written by
Tassilo Karunarathna
Updated over a week ago
Trigger (Launch) a Next Matter Process Instance directly from a Google Form
Advanced integration tutorial to connect a Google Form directly with a Next Matter process
Written by
Tassilo Karunarathna
Updated over a week ago
Launch a sub-process directly in Next Matter
Sometimes a process triggers a sub-process. This article describes how to achieve this directly in Next Matter
Written by
Tassilo Karunarathna
Updated over a week ago
Integration Steps - Custom Notifications
Create a Google Chat Notification
How to send a message to a Google Chat Room directly from a Next Matter process
Written by
Tassilo Karunarathna
Updated over a week ago
Create a Microsoft Teams Notification
How to send a custom message to a Microsoft Teams Room directly from a Next Matter process
Written by
Tassilo Karunarathna
Updated over a week ago
Create a Slack notification message
Slack is a popular communication tool, you can send customized Slack messages directly from Next Matter to dedicated channels
Written by
Tassilo Karunarathna
Updated over a week ago