BUILDER TOOLBOX

Build workflows.
Deliver experiences.

Connect people, systems & data with end-to-end experiences, powered by workflow automation. Easy to integrate and infinitely customizable.

Design the perfect workflow

Drag-and-drop to create workflows that thread together human tasks, system automations, and database interactions.

Start Product Replacement
Native App Integration
TRIGGER
Start
Review & Approve Y/N?
Customer Service Manager
DECISION
ROUTING
Check Available Inventory
Database Integration
Database
Conditional

Integrate systems, automate work, do magic with data 🪄‍

Update ticket
Zendesk
integration
template
Calculate Formula
Next Matter
AUTOMATION
template
Create inventory record
Salesforce
DATABASE
TEMPLATE

Integrate your systems & apps

Connect your service platform, CRM, communications tools, and custom-built systems directly to Next Matter.

Automate work & tasks

Configure no-code and low-code automations to eliminate manual work and make system tasks happen automatically.

Use data 1,000 different ways

Use database integrations & tables to structure, manipulate, reference, and automate data within your workflows.

Design the perfect workflow

Drag-and-drop to create multi-step workflows connecting human tasks, system automations, and database interactions.

Start Product Replacement
Native App Integration
TRIGGER
Start
Review & Approve Y/N?
Customer Service Manager
DECISION
ROUTING
Start Product Replacement
Native App Integration
DECISION
ROUTING

Integrate systems, automate work, do magic with data 🪄‍

Update ticket
Zendesk
integration
template

Integrate your systems & apps

Connect your service platform, CRM, communications tools, and custom-built systems directly to Next Matter.

Calculate Formula
Next Matter
AUTOMATION
template

Automate work & tasks

Configure no-code and low-code automations to eliminate manual work and make system tasks happen automatically.

Create inventory record
Salesforce
DATABASE
TEMPLATE

Use data 1,000 different ways

Use database integrations & tables to structure, manipulate, reference, and automate data within your workflows.

Create apps & experiences that enable people

A workflow toolbox ready for complex jobs

Design workflows visually. Sprinkle in no-code automations. Customize triggers, webhooks, and API calls. Build it your way; don’t compromise.

Build with UI & AI

Drag-and-drop or create with AI

Branching & Nesting

Group steps inside parallel steps

Conditional logic

Steer actions based on inputs

Routing

Create multiple loops & branches

Reviews & Approvals

Decisions made ready in seconds

Multiple triggers

Webhook, recurring, and more

Batch launch

Trigger multiple instances in bulk

API & REST

Set up any 3rd party automation

Portals

Branded, self-service interfaces

Public forms

Engage with any external users

Dashboards

Custom tables, filters, & alerts

Builder Assistant

Build, debug & more with AI

Roadmap

Organizational tool for builders

Sandbox

Run tests in a safe environment

Version control

View & roll back to prior versions

Changelog

Every change logged & auditable

See Full documentation

Integrations that work the way you do

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Integrations that do the heavy lifting

Connect workflows and get more out of the tools you rely on every day! Use no-/low-code and custom API to automate tasks, put your data to work, and create better experiences for teams, customers, and partners.

Use automation templates

Add no-code & low-code automations using our library of predefined templates

Build custom integrations

Connect to anything with an API, including custom software and in-house apps

Connect your data pipeline

Integrate your BI/ETL pipeline and automate data flows securely into your warehouse

Powerful forms that end users love

Create engaging, form-based apps & include all the automations you need to make task completion simple for users

Many ways to get started – choose yours

1.
Build it with your team

Sign up and start building! Connect your tools, run tests, share and optimize. Consult our builder resources or contact our experts for support.
2.
Build it with our automation experts

Let us help you get started fast. Work with our experts to outline your implementation roadmap, customize Next Matter, and onboard your teams.
3.
Build it with a certified partner

Leverage the industry knowledge and expertise of a certified implementation partner to make Next Matter sit at the heart of your service operations.

Builders love Next Matter
Here’s why:

CAPABILITY đź’Ş
Next Matter ticks every box for us

"Next Matter had the right visuals and workflows with a mix of manual and automated tasks, traceability tools, as well as conditional assignment and escalation."

MAXIME DE JUNIAC
CHIEF SERVICE OFFICER, SWAN
CUSTOMIZATION 🛠️
We automate workflows exactly as we want

"Next Matter was the only solution that could automate our workflows exactly as we wanted. It’s simple, integrates with all our tools, and is super easy to use."

FRANK DIETE
COO, HOME24 OUTLETS
SPEED đź’¨
From idea to “go-live” in a matter of days

Next Matter enabled us to go from idea, to working process, to go-live with a reliable solution in a matter of days. That kind of speed and efficiency is highly valuable.

MANUEL RODRIQUEZ FRAGA
STRATEGIC OPS, TRADE REPUBLIC
MAGICđź”®
Wouldn’t have been possible without it

"Without Next Matter, achieving this scale of integration across people, tasks, emails, and software for complete oversight and traceability would not have been possible."

ALINA WELTLE
OPS EXCELLENCE MANAGER, FOODJI

Here’s what’s being built by customers right now

From customer support to anti-financial crime, Next Matter workflows are equipped to tackle your most complex operations.

category

Breakdown Support

Automate breakdown support and get customers back on the road without a scratch on your reputation.
COMPLIANCE

Near-Miss Incident Report

Automate Near Miss reporting & remove manual documentation as part of an effective Quality Management program.
category

Retail Product Returns

Turn the tables and amaze customers with a product return experience that keeps them coming back to your store.
COMPLIANCE

Quarterly Portfolio Report

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category

Use Case Title

Offboard customers end-to-end without switching screens, thanks to the Next Matter sidebar app.
COMPLIANCE

Enhanced Due Diligence (AFC)

Automate source of wealth and anti-financial crime checks as part of your automated AFC & AML processes.
CUSTOMER SERVICE

B2B Customer Onboarding

Transform complex B2B onboarding into a simple automated workflow & leverage portals to enable self-service
CUSTOMER SERVICE

Repair Request Management

Submit and carry out internal repair requests with automated instructions and checklists
category

Use Case Title

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Getting started with Next Matter is easy. Take the first step.

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