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

Data-references: List of hidden options available in Next Matter

Laia Gasparin

Shadi Rashed

Tassilo Karunarathna

Learn how you can integrate Next Matter with other systems and applications that you use

Integration Tutorials

Oftentimes documents are sent out during a Next Matter process to sign. This tutorial covers integrating Docusign for this purpose.

Integrate Next Matter with Docusign

This guide will help you to automatically create a Task in Asana from your Next Matter process.

Create an Asana Task

Copy a Google Slides Template and fill out with your data.

Fill out a Google Slides template

Learn how to setup Next Matter and Twilio for OTP SMS verification

Integrate Next Matter with Twilio OTP Verification Service

Zendesk is often used for customer communication together with Next Matter. Learn how to send data from Zendesk to a process instance

Complete process steps directly from Zendesk

Securely read and write data from and to your Amazon Redshift database

Amazon Redshift Integration

This guide will help you to automatically create JIRA issues from your Next Matter process.

Create a JIRA issue

Often it can be useful to display Freshdesk ticket information in your process or to update a ticket directly from your process.

Integrate Next Matter with Freshdesk

In this tutorial you will learn how to upload files to Google Drive directly from your Next Matter process

Upload Files to Google Drive

Oftentimes Emails are sent out during a Next Matter process. You can use your own email provider for that. This tutorial covers Sendgrid.

Integrate Next Matter with Sendgrid

Summary, Printout, Invoice, Template, Log, Table - you can create a custom summary directly from Next Matter

Automatically create a Google Sheet Summary from a Next Matter Workflow

Next Matter can make ANY Rest API call and thereby send data to other systems or integration layers like Zapier, Integromat etc.

Make outgoing API calls with Next Matter to Webhooks (e.g. Zapier, Integromat or any other webhook, for example from a proprietary system)

Allows you to create a PDF Summary out of a Next Matter instance

Create a PDF document based on a Google Doc template

Integration Steps - Popular Integrations

Freshdesk is used for customer communication together with Next Matter. Learn how to launch Next Matter processes directly from Freshdesk

Launch Next Matter processes directly from Freshdesk

Push data to from other systems to your Next Matter processes or retrieve information live.

Next Matter Public RESTful API

Zendesk is often used for customer communication together with Next Matter. Learn how to launch Next Matter processes directly from Zendesk

Launch Next Matter processes directly from Zendesk

Jira or Jira Service Management are popular tools for issue tracking. They can be seamlessly integrated to Next Matter using our public API

Use Jira Issue to trigger a Next Matter process

Advanced integration tutorial to connect a Google Form directly with a Next Matter process

Trigger (Launch) a Next Matter Process Instance directly from a Google Form

Sometimes a process triggers a sub-process. This article describes how to achieve this directly in Next Matter

Launch a sub-process directly in Next Matter

Start Next Matter Processes from another system

How to send a message to a Google Chat Room directly from a Next Matter process

Create a Google Chat Notification

How to send a custom message to a Microsoft Teams Room directly from a Next Matter process

Create a Microsoft Teams Notification

Slack is a popular communication tool, you can send customized Slack messages directly from Next Matter to dedicated channels

Integration Tutorials

Data-references: List of hidden options available in Next Matter

Integration Steps - Popular Integrations

Start Next Matter Processes from another system

Integration Steps - Custom Notifications