Integrate with Teams

Send customized Teams messages directly from a Next Matter workflow to dedicated channels.

Before you begin

  • Make sure you first connect Teams in your Next Matter portal.

In your Next Matter portal, go to Company > Integrations, and click Connect for Microsoft Teams.

  • 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.

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Good to know: Check out our ready-made Microsoft Teams templates available when you add a step and select Step templates > Integrations. You can use the templates to create a set of pre-configured steps.

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.
    {
       "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.