Workflow Builder

Build workflows.Deliver experiences.

Connect people, systems and 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 — no compromises, no glue code.

TriggerStart — Product Replacement
IntegrationNative App Integration
DecisionReview & Approve Y/N?Customer Service Manager
RoutingRoute by decision
DatabaseCheck Available Inventory
ConditionalIf in stock → dispatch

Integrate systems, automate work, do magic with data

Bring your stack together and let workflows do the busywork — end to end.

ZUpdate ticket · Zendesk · template

Integrate your systems & apps

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

NCalculate Formula · Automation · template

Automate work & tasks

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

SCreate inventory record · Salesforce · template

Use data 1,000 different ways

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

Create interfaces & experiences that enable people

Team Interfaces

Powerful end-user interfaces and automations that remove manual work and orchestrate teams through complex processes.

Guest Interfaces

Forms, portals and approval interfaces that enable easy interactions and more self-service for your customers, partners and suppliers.

Dashboards for managers

Tables and databases you can customize and manipulate to help managers focus on the metrics that matter most.

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 — no compromises.

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

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 APIs to automate tasks, put your data to work and create better experiences for teams, customers and partners.

View all integrations →

Use automation templates

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

Build custom integrations

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

Connect your data pipeline

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

Forms

Powerful forms that end users love

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

Learn more about forms →
Request type · Product replacement
Order number
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Many ways to get started — choose yours

Option 01

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.

Start building →
Option 02

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.

Talk to an expert →
Option 03

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.

Find a partner →

Builders love Next Matter — here's why

Capability

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."
MJ
Maxime de Juniac
Chief Service Officer, Swan
Speed

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."
MR
Manuel Rodriquez Fraga
Strategic Ops, Trade Republic
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."
FD
Frank Diete
COO, Home24 Outlets
Magic

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."
AW
Alina Weltle
Ops Excellence Manager, Foodji

See how to orchestrate processes

Book a live walkthrough with our team.

Book a demo