No-code automations

No-code integrations enable you to create code-free steps 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.

1. Connect the app in Next Matter. You can do it in Automations library.
2. When creating a workflow, click Add step > Integrations and select any available integration. All of the integrations there are no-code integrations.
3. Configure the step by 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