Build Workflows Builder Toolbox

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Before you begin

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.

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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:

  1. Whitelist the nextmatter.com domain in MS Teams
  2. Create Next Matter as a webhook in Teams (… > Connectors > Incoming webhook)
  3. Create a Next Matter Bot in Teams
  4. Update the workflow to send a message to a Teams channel.

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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.

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Configure the notification step in your workflow

  1. In your Next Matter portal, click Workflows, and then click the workflow you want to update.

  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.