Integrate with Teams

Before you begin

• Make sure you first connect Teams in your Next Matter portal. Go to Automations library, and click Connect for Microsoft Teams.
  
  
  
• 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.

Create a Next Matter Bot in your Teams workspace

1. In your Teams, click ... next to the channel name.
2. Click Connectors.
3. Scroll through the list of connectors to Incoming Webhook, and click Configure.
4. Create Next Matter as a webhook. You can also upload a logo.
5. Click Create.
6. Copy the URL.
7. Click Done.

Configure the notification step in a process

1. In your Next Matter portal, click Workflows, and then click the workflow you want to send messages to Slack.
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: WEBHOOK_URL_FROM_TEAMS
   • Headers: Content-Type: application/json
   • In the Body enter the values. For example, the body might look like the following.
   JSON

   {
      "type":"message",
      "attachments":[
         {
            "contentType":"application/vnd.microsoft.card.adaptive",
            "contentUrl":null,
            "content":{
               "$schema":"http://adaptivecards.io/schemas/adaptive-card.json",
               "type":"AdaptiveCard",
               "version":"1.2",
               "body":[
           {
               "type": "TextBlock",
               "id": "383d1a2b-cf19-4fce-7544-e8fdd00b4ad7",
               "text": "A new workflow instance with the name {Instance name}
    has been submitted by {Instance lead user name}.Text: MESSAGE_TO_SEND",             
               "wrap": true,
               "weight": "Bolder"
           },
           {
               "type": "ActionSet",
               "id": "fd477c49-9c5a-58d6-0aa8-435c979f096b",
               "actions": [
                   {
                       "type": "Action.OpenUrl",
                       "id": "e0051bb0-8f27-0309-eeac-8f3bac32d7d3",
                       "title": "View workflow Instance",
                       "url": "{Instance URL}",                     
                       "style": "positive",
                       "isPrimary": true
                   }
               ],
               "horizontalAlignment": "Center"
           }
          
       ]
            }
         }
      ]
   }
   

6. Save your changes.