Integrate with Outlook

Send information and email invitations to event participants directly from your workflow.

Design Workflows Builder Toolbox Enterprise Automation

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.

I want to send an email code-free

Use a Next Matter no-code step (+ Add step > Integrations) For details, see Connect to outlook code-free

I want to use an advanced integration: email invite

Send an email invite

1. In your Next Matter portal, click Workflows, and then click the workflow that should send invites to Outlook.
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: https://graph.microsoft.com/v1.0/users/YOUR_USER_ID/calendar/events Your user ID is the unique email address that was created for you to use when you sign in to Microsoft 365. A user ID may look similar to the following: [e-mail]

   • Headers: Content-Type: application/json

   • In the Body enter the values. For example, the body might look like the following.

     JSON

     {
       "subject": "EMAIL_SUBJECT", //this is a placeholder
       "body": {
         "contentType": "HTML",
         "content": "EMAIL_CONTENT" //this is a placeholder
       },
       "start": {
           "dateTime": "START_DATE_YYYY-MM-DD & START_TIME_HH:MM:SS", //this is a placeholder
           "timeZone": "TIMEZONE" //this is a placeholder
       },
       "end": {
           "dateTime": "END_DATE_YYYY-MM-DD & END_TIME_HH:MM:SS", //this is a placeholder
           "timeZone": "TIMEZONE" //this is a placeholder
       },
       "location":{
           "displayName": "LOCATION_NAME" //this is a placeholder; it can be  event location or a meeting link for a virtual meeting
       },
       "attendees": [ //you cabn have multiple attendees
         {
           "emailAddress": {
             "address":"ATTENDEE_1_Email_Address", //this is a placeholder
             "name": "ATTENDEE_1_Name" //this is a placeholder
           },
           "type": "Required / Optional" //select one
         },
     {
           "emailAddress": {
             "address":"ATTENDEE_2_Email_Address", //this is a placeholder
             "name": "ATTENDEE_2_Name" //this is a placeholder
           },
           "type": "Required / Optional" //select one
         },
       ]
     }
     

6. Save your changes.