Integrate with Sharepoint

Before you begin

• Make sure you first connect Sharepoint in your Next Matter portal.

In your Next Matter portal, go to Company > Integrations, and click Connect for Microsoft Sharepoint.

• Get your Sharepoint SITE ID. You'll need it in the step configuration. To get the ID:

1. Sign in to https://developer.microsoft.com/graph/graph-explorer.
2. Select GET as the method, and provide the following URL: https://graph.microsoft.com/v1.0/sites/HOSTNAME.sharepoint.com:/sites/SITENAME.
   The hostname might be, for example,: nextmatter.sharepoint.com. You can find the site name in Sharepoint by clicking the Settings gear and clicking Site Information.
3. View the JSON response for the value of the id parameter. The value is built up of 3 data bits: HOSTNAME, SITE_ID, WEB_ID. Copy the SITE_ID number string.

• It might also happen that a placeholder can be replaced by a data reference of the data provided in one of the previous steps. That's why it's a good idea to learn more about Data references.

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Good to know: Check out our ready-made Microsoft Sharepoint templates available when you add a step and select Step templates > Integrations. You can use the templates to create a set of pre-configured steps.

Create a list in Sharepoint

1. In your Next Matter process, click +Add step and select Integration > Custom integration.
2. Click Settings to configure the step.
3. Enter the following details:
   • Method: POST
   • URL: https://graph.microsoft.com/v1.0/sites/SITE_ID/lists
   • Headers: Content-Type: application/json
   • In the Body enter the list values. For example, the body might look like the following.
     JSON

     {
       "displayName": "LIST_TITLE", //this is a placeholdder
       "columns": [
         {
           "name": "COLUMN_A",//this is a placeholdder
           "text": { }
         },
         {
           "name": "COLUMN_B",//this is a placeholdder
           "number": { }
         }
       ],
       "list": {
         "template": "genericList"
       }
     }
     

4. Create a variable for the list ID with the following value: $.id.
5. Save your changes.

Create a list item

1. In your Next Matter workflow, click +Add step and select Integration > Custom integration.
2. Click Settings to configure the step.
3. Enter the following details:
   • Method: POST
   • URL: <https://graph.microsoft.com/v1.0/sites/SITE_ID/lists/LIST_ID/items
   • Headers: Content-Type: application/json
   • In the Body enter the list values. For example, the body might look like the following.
     JSON

     {
       "fields": {
         "Title": "TEST",//this is a placeholdder
         "textfield1": "NEW_TEXT",//this is a placeholdder
         "numberfield1": 0
       }
     }