No-code automations
No-code integrations enable you to create steps in a quick and code-free way or perform a no-code action on data
No-code integrations
No-code integrations only require you to connect the app in Next Matter and configure the step.
-
Connect the app in Next Matter. You can do it in Automations library.
-
When creating a workflow, click Add step > Integrations and select any available integration. All of the integrations there are no-code integrations.
-
Configure the step providing the required values.
Gmail
Connect to Gmail with no-code automation
OpenAI
Analyze text code-free with AI
SharePoint
Connect to SharePoint without code
DocuSign
Send DocuSign envelopes with no code
Google Sheets
Connect to Google Sheets without code
Front
Connect to Front app no-code
Freshdesk
Connect to Freshdesk no-code
Excel
Connect to Microsoft Excel with no code
PDF/JPEG
Create PDF, text, or JPG files
Outlook
Connect to Microsoft Outlook code-free
Slack
Send no-code Slack notifications
Zendesk
Connect to Zendesk code-free
Next Matter actions
Next Matter actions are no-code steps that create an action in Next Matter. For example, you can use it to stop an instance of a workflow.
For details, see Next Matter actions
Quick actions
Quick actions enable you to perform a code-free action on a set of data. For example, you can format a date, compare values, or complete a calculation.
For details, see Quick actions articles in the left-hand table of contents.
Script actions
We want this feature to be perfect and we’re rolling it out step by step.
If you want to try it out, contact us using our chat widget.
Script action enables you to add custom code (currently: Node.js) to your workflow.
For details, see Add and run custom code