Integrate with Teams

Before you begin

Prepare to connect to Microsoft

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.

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.

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.