Integrate with Teams
Send customized Teams messages directly from a Next Matter workflow to dedicated channels.
Before you begin
Prepare to connect to Microsoft
As part of the integration, you need to allowlist the Next Matter domain and create a service account. See if you've completed all the required steps.
Next Matter and Teams
Integrating Next Matter and Teams allows you to send messages to a dedicated Teams channel directly from a Next Matter workflow. This helps team members stay informed about important events or updates. For example, you can send a structured message into a Microsoft Teams channel, notifying users of a newly submitted workflow instance. The message contains a link allowing users to view the specific workflow instance.
To complete the integration you'll need the following:
- Whitelist the nextmatter.com domain in MS Teams
- Create Next Matter as a webhook in Teams (... > Connectors > Incoming webhook)
- Create a Next Matter Bot in Teams
- Update the workflow to send a message to a Teams channel.
Create a Next Matter Bot in your Teams workspace
- In your Teams, click ... next to the channel name.
- Click Connectors.
- Scroll through the list of connectors to Incoming Webhook, and click Configure.
- Create Next Matter as a webhook. You can also upload a logo.
- Click Create.
- Copy the URL.
- Click Done.
Configure the notification step in your workflow
- In your Next Matter portal, click Workflows, and then click the workflow you want to update.
- Click Edit workflow.
- Click +Add step and select Integration > Custom integration.
- Click Settings to configure the step.
- 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.
{ "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" } ] } } ] }
- Save your changes.
Updated 1 day ago