Send customized Teams messages directly from a Next Matter workflow to dedicated channels.
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.
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:
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:
WEBHOOK_URL_FROM_TEAMS
Save your changes.