Integrate with Outlook

Prepare to connect to Microsoft

I want to send an email code-free

I want to use an advanced integration: email invite

Send an email invite

In your Next Matter portal, click Workflows, and then click the workflow that should 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: ellen@contoso.partner.onmschina.cn
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.

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Send an email invite