You can integrate with Microsoft suite to get data in and out of the workflow.
Start by integrating a specific Microsoft app in Next Matter.
Use a specific Microsoft user (or a service account) to easily control what files and sites Next Matter has access to. Such a user could be called service@[company-domain].com
. We connect Microsoft apps separately so you can control permissions and access them better. The default connection is read and write; however, it can be limited on your end.
How do I connect with a service account
Log in to Next Matter with an admin account.
In Automations Library [ left-hand navigation panel], click Connect for the integration you want to connect.
In the 3rd party pop-up, select the account you’ll use for the integration (the service account). You’ll be asked to log in to the 3rd party tool using this account.
You can use the same service account to connect all integrations or use separate ones for each. For example, you can use a separate service account for Outlook and Teams.
Go to the tenant configuration and decide what permissions you want to grant to the account. Tip: Think of the account as a user - anything the account has access to, the user logging in with this account also has access to. The connected user will authenticate Microsoft Graph API requests with the scopes that the admin permitted for the account. If you deactivate the account, the integration stops working. When the account is authenticated, you can use it with any resource to which the account has access and that is within the permitted scopes. For example, you can create a separate site in SharePoint and give the account access only to that site and folders within the site. Alternatively, you can create the user (service account) with no initial permissions and explicitly share files with this user within the 3rd party app.
When you connect an integration in Next Matter with an account, Next Matter asks for scopes to access the Graph API through which Next Matter authorizes the requests. Different apps need different scopes (see Security matrix). Whenever you use an integration, Next Matter calls Graph API to perform an action (such as sending an email) and it authorizes the call with the connected account.
You can disconnect the integration at any time. You connect and disconnect once (as you use one account to connect). You can connect a different account for Outlook or SharePoint, but the connection to any particular app (such as Outlook) is made with one account.
You can integrate with Microsoft suite to get data in and out of the workflow.
Start by integrating a specific Microsoft app in Next Matter.
Use a specific Microsoft user (or a service account) to easily control what files and sites Next Matter has access to. Such a user could be called service@[company-domain].com
. We connect Microsoft apps separately so you can control permissions and access them better. The default connection is read and write; however, it can be limited on your end.
How do I connect with a service account
Log in to Next Matter with an admin account.
In Automations Library [ left-hand navigation panel], click Connect for the integration you want to connect.
In the 3rd party pop-up, select the account you’ll use for the integration (the service account). You’ll be asked to log in to the 3rd party tool using this account.
You can use the same service account to connect all integrations or use separate ones for each. For example, you can use a separate service account for Outlook and Teams.
Go to the tenant configuration and decide what permissions you want to grant to the account. Tip: Think of the account as a user - anything the account has access to, the user logging in with this account also has access to. The connected user will authenticate Microsoft Graph API requests with the scopes that the admin permitted for the account. If you deactivate the account, the integration stops working. When the account is authenticated, you can use it with any resource to which the account has access and that is within the permitted scopes. For example, you can create a separate site in SharePoint and give the account access only to that site and folders within the site. Alternatively, you can create the user (service account) with no initial permissions and explicitly share files with this user within the 3rd party app.
When you connect an integration in Next Matter with an account, Next Matter asks for scopes to access the Graph API through which Next Matter authorizes the requests. Different apps need different scopes (see Security matrix). Whenever you use an integration, Next Matter calls Graph API to perform an action (such as sending an email) and it authorizes the call with the connected account.
You can disconnect the integration at any time. You connect and disconnect once (as you use one account to connect). You can connect a different account for Outlook or SharePoint, but the connection to any particular app (such as Outlook) is made with one account.