Integrate with Microsoft Outlook

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.

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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

1. In your Next Matter portal, click Workflows, and then click the process you want to 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.