No-code
- No-code automations
- Quick actions
- Next Matter actions
- No-code operations
Custom integrations
- Integrate with Airtable
- Integrate with Amazon Redshift
- Integrate with Asana
- Integrate with Azure Event Hubs
- Integrate with Box
- Integrate with DHL
- Integrate with Docusign
- Integrate with Front
- Integrate with Freshdesk
- Integrate with GIPHY
- Integrate with Google
- Integrate with HubSpot
- Integrate with Intercom
- Integrate with Jira
- Integrate with Mailchimp
- Integrate with Microsoft
- Integrate with Notion
- Integrate with Nutshell
- Integrate with PostgreSQL
- Integrate with Sendgrid
- Integrate with Slack
- Integrate with Smartsheet
- Integrate with Twilio
- Integrate with Zapier
- Integrate with Zendesk
Integrate with Excel
You can add worksheets, use Vlook, add rows, or update row data.
As part of the integration, you need to whitelist the Next Matter domain and create a service account. See if you’ve completed all the required steps.
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.
Use a Next Matter no-code step. You can select it in Integrations. For details, see Excel no-code
Prerequisites
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Get your file drive ID. You’ll need it in the step configuration. To get the ID
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Sign in to https://developer.microsoft.com/graph/graph-explorer.
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Select GET as the method, and provide the following URL:
GET https://graph.microsoft.com/v1.0/users/{user-id}/drivesThis call will list all the drive data for a specific user. -
View the JSON response for the value of the id parameter.
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Get the drive item ID (workbook ID). To get it, call this endpoint: https://graph.microsoft.com/v1.0/me/drive/root/search(q=’.xlsx’)?select=name,id,webUrl
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Get the table name you’ll be editing. To get a table name, click on the table. Go to Table Tools > Design > Properties > Table Name. On a Mac, go to the Table tab > Table Name
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Make sure that the range is formatted as a table in Excel.
Add worksheet to workbook
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In your Next Matter workflow, click +Add step and select Integration > Custom integration.
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Click Settings to configure the step.
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Enter the following details:
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Authorization: Microsoft OneDrive
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Method: POST
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URL:
https://graph.microsoft.com/v1.0/me/drive/items/DRIVE_ITEM_ID/workbook/worksheets/ -
Content-Type: application/json
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In the Body enter the values you want to add in the table row.
CopyAsk AI{ "name": "SHEET_NAME" //this is a placeholder }
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Save your changes.
Use Vlookup
Use VLOOKUP to find things in a table or a range by row. For example, look up the price of an automotive part by the part number, or find an employee name based on their employee ID. For details, see Vlookup.
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In your Next Matter workflow, click + Add step and select Integration > Custom integration.
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Click Settings to configure the step.
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Enter the following details:
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Authorization: Microsoft OneDrive
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Method: PATCH
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URL:
https://graph.microsoft.com/v1.0/drives/DRIVE_ID/items/DRIVE_ITEM_ ID/workbook/worksheets/WORKSHEET_NAME/range(address='RANGE')Tip: The worksheet name is the name of the current tab Provide the range in the format of A1:A1 (it defines the cell or cells containing VLOOKUP formula) -
Content-Type: application/json
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In the Body enter the values you want to add in the table row.
CopyAsk AI{ "formulas" : [ ["=VLOOKUP(\"LOOKUPVALUE\",SEARCH_RANGE,INDEX,FALSE)"] ]//these are all placeholders; }// If you want to look up a number field instead of a text field, remove the \" characters from Vlookup
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Add a variable for the Vlookup result with the value of
$.text[0][0] -
Save your changes.
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