Integrate with Microsoft

You can integrate with Microsoft suite to get data in and out of the workflow.

Design Workflows Builder Toolbox Enterprise Automation

Prepare to integrate

Start by integrating a specific Microsoft app in Next Matter.

1. Set up your Next Matter account

   • Create an account: Sign up for Next Matter and set up your workspace.

2. Set up Microsoft SSO to be able to log in to Next Matter with your Microsoft account.

   • Provide Next Matter with Tenant ID so that we can verify it for the SSO

3. Connect Microsoft services in Next Matter in Automations library (one click connection)

Use a specific Microsoft user (or a service account) to easily control what files and sites Next Matter has access to. Such a user could be called [email protected] or [email protected]. We connect Microsoft apps separately for you to control permissions and access better. The default connection is read and write however it can be limited on your end.

How do I connect with a service account

Connect service account

1. Log in to Next Matter with an admin account.

2. In Automations Library [ left-hand navigation panel], click Connect for the integration you want to connect.

3. In the 3rd party pop-up, select the account you’ll use for the integration (the service account). You’ll be asked to log in to the 3rd party tool using this account.

   You can use the same service account to connect all integrations or use separate ones for each. For example, you can use a separate service account for Outlook and Teams.

   Define account permissions

   Go to the tenant configuration and decide what permissions you want to grant to the account. Tip: Think of the account as a user - anything the account has access to, the user logging in with this account also has access to. The connected user will authenticate Microsoft Graph API requests with the scopes that the admin permitted for the account. If you deactivate the account the integration stops working. When the account is authenticated, you can use it with any resource to which the account has access and that is within the permitted scopes. For example, you can create a separate site in SharePoint and give the account access only to that site and folders within the site. Alternatively, you can create the user (service account) with no initial permissions and explicitly share files with this user within the 3rd party app.

4. Setup Teams channel for Next Matter in your workspace

• Make sure the MSFT Teams admin whitelists the Next Matter domain (nextmatter.com) and adds it to the External Collaboration Site in Microsoft Entra ID

• Create Next Matter as a webhook in Teams (… > Connectors > Incoming webhook)

5. Explore Next Matter templates for Microsoft (available in Next Matter) and the webhook feature to build workflows

How does the integration work

When you connect an integration in Next Matter with an account, Next Matter asks for scopes to access the Graph API through which Next Matter authorizes the requests. Different apps need different scopes (see Security matrix). Whenever you use an integration, Next Matter calls Graph API to perform an action (such as sending an email) and it authorizes the call with the connected account.

You can disconnect the integration at any time. You connect and disconnect once (as you use one account to connect). You can connect a different account for Outlook or Sharepoint but the connection to any particular app (such as Outlook) is made with one account.