Integrate with Microsoft Outlook
Send information and email invitations to event participants directly from your workflow.
Before you begin
- Make sure you have your Microsoft Configuration set up in Next Matter. Go to Automations library to activate the connection.
- Understand how data references work. See Use data references. This will help you use the captured data in the workflow steps.
Good to know: Check out our ready-made templates available when you add a step and select Templates > 3rd party templates. You can use the templates to create a set of pre-configured steps.
Need a specific template? Click the Contact us button in the top right of the page and let us know.
Configure the email invite
- In your Next Matter portal, click Workflows, and then click the process you want to send invites to Outlook.
- Click Edit workflow.
- Click +Add step and select Integration > Custom integration.
- Click Settings to configure the step.
- Enter the following details:
- Method: POST
- URL:
https://graph.microsoft.com/v1.0/users/YOUR_USER_ID/calendar/events
Your user ID is the unique email address that was created for you to use when you sign in to Microsoft 365. A user ID may look similar to the following: [email protected]. - Headers: Content-Type: application/json
- In the Body enter the values. For example, the body might look like the following.
{ "subject": "EMAIL_SUBJECT", //this is a placeholder "body": { "contentType": "HTML", "content": "EMAIL_CONTENT" //this is a placeholder }, "start": { "dateTime": "START_DATE_YYYY-MM-DD & START_TIME_HH:MM:SS", //this is a placeholder "timeZone": "TIMEZONE" //this is a placeholder }, "end": { "dateTime": "END_DATE_YYYY-MM-DD & END_TIME_HH:MM:SS", //this is a placeholder "timeZone": "TIMEZONE" //this is a placeholder }, "location":{ "displayName":"LOCATION_NAME" //this is a placeholder; it can be event location or a meeting link for a virtual meeting }, "attendees": [ //you cabn have multiple attendees { "emailAddress": { "address":"ATTENDEE_1_Email_Address", //this is a placeholder "name": "ATTENDEE_1_Name" //this is a placeholder }, "type": "Required / Optional" //select one }, { "emailAddress": { "address":"ATTENDEE_2_Email_Address", //this is a placeholder "name": "ATTENDEE_2_Name" //this is a placeholder }, "type": "Required / Optional" //select one }, ] }
- Save your changes.
Updated 3 months ago