Integrate with Outlook

As part of the integration, you need to allowlist the Next Matter domain and create a service account. See if you've completed all the required steps.

Use a Next Matter no-code step (+Add step > Integrations) For details, see Connect to outlook code-free

Send an email invite

1. In your Next Matter portal, click Workflows, and then click the workflow that should send invites to Outlook.
2. Click Edit workflow.
3. Click +Add step and select Integration > Custom integration.
4. Click Settings to configure the step.
5. 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.
     JSON

     {
       "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
         },
       ]
     }
     

6. Save your changes.