Integration Tutorials

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

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.

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.

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.

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

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

Written by Tassilo Karunarathna
Updated over a week ago