Integrate with Microsoft Outlook

Before you begin

• Make sure you have your Microsoft Configuration set up in Next Matter. Go to Company > Integrations to activate the connection.
• 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 Slack 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.

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.