Add any system, database,or AI model
Integrate your AI models, custom apps, tools, and databases directly into Next Matter orchestrations. Orchestrate people, data, and AI across your key service processes.
No-code integrations
Connect tools without code to sync data and automate tasks in your orchestrations using predefined templates.
Custom integrations
Connect to anything with an API, from AI models and custom scripts to in-house systems, using secure, reusable integrations.
Connect your data pipeline
Integrate your BI/ETL pipeline and automate data flows securely into your warehouse or data lake.
Fund admin & fin-serv integrations
Native connectors for the systems fund ops actually run on — bi-directional ledger sync with core admin platforms like eFront and Paxus, document ingestion via Canoe and OCR, and banking connectivity through Plaid and Mercury.
Find systems to connect with Next Matter
We integrate with 72+ apps natively, plus 1,000+ more via API, Zapier and webhooks. Browse the full catalogue below.
No integrations match your search.
Adobe Reader
Integrate the PDF viewer to read, search, print and interact with any type of PDF file.
Airtable
Pull and push data to and from Airtable within an automated orchestration. Automate calculations, database updates, scoring, and more.
Asana
Asana is the industry-leading web and mobile app designed to help teams organize, track, and manage work tasks and projects.
AWeber
Integrate your email client, engage with your audience, and increase sales.
BambooHR
Integrate BambooHR to automate HR Ops for small and medium sized businesses
Basecamp
Integrate Basecamp to manage projects, automate work with clients, and communicate better internally
Box
Integrate box to automate file management, share valuable assets, and more
Calendly
Integrate Calendly to automate scheduling and event booking as a step of your operations processes
Confluence
Integrate Confluence to push and pull data from your Confluence pages, and automate documentation.
Datev
Integrate Next Matter with Datev to automate accounting and finance operations processes.
Docusign
Integrate DocuSign with Next Matter to automate signatures and document management in your operations processes
Dropbox
Use Dropbox within your Next Matter processes to automate documentation, data referencing, and more
Evernote
Use Evernote in your Next Matter processes to consolidate ideas, collaboration, and more within your processes.
Figma
Design, prototype, and gather feedback in Figma, as a part of your Next Matter processes.
Freshbooks
Manage invoices, track time, handle receipts and expenses, process credit cards and more.
Freshworks
Automate customer service processes, ticketing, and more with Freshworks integration
Front
Empower any support rep to improve CX by owning and resolving orchestrations, not tickets.
GetResponse
Automate marketing operations processes and more with GetResponse and Next Matter
Gmail
Google's email service can be integrated as part of the GSuite. Automate notifications, draft creation, and more.
Google Calendar
Integrated as part of the GSuite. Automate calendar event creation and more as part of your operations processes
Google Chat
Communication application which can be leveraged in Next Matter processes. Part of the GSuite.
Google Docs
Automate document creation and template management within your Next Matter processes
Google Drive
Store, share, and collaborate on files and folders from within your Next Matter processes
Google Forms
Create, modify, and send surveys as part of your Next Matter processes.
Google Maps
Include locations, directions, and more within your Next Matter processes.
Google Meet
A video-communication service developed by Google, available as part of the GSuite integration.
Google Sheets
Pull and push data from Google Sheets within your Next Matter processes. Automate calculations, scoring, and more.
Google Slides
Available as part of the GSuite integration. Create and share presentations as part of a Next Matter process.
Helpjuice
Automate documentation and knowledge base updating within your Next Matter processes
Hootsuite
Integrate Hootsuite and include social media management within your Next Matter processes
Hubspot
Integrate Hubspot, a full platform of marketing, sales, customer service, and CRM software
Intercom
Automate customer success operations and more with Intercom and Next Matter integration
Jira
Plan, track, and manage software development projects with Jira and Next Matter
Klaviyo
Automate email and marketing operations for ecommerce with Next Matter and Klaviyo
Linear
Streamline software projects, sprints, tasks, and bug tracking within your operations orchestrations
Mailchimp
Integrate Mailchimp to streamline marketing operations within Next Matter
Marketo
Marketing Automation Software that you can integrate with Next Matter to automate your marketing ops processes
Microsoft Dynamics 365
Integrate your Dynamics CRM to pull and push records to and from your Next Matter processes
Microsoft Excel
Pull and push data from Excel within your Next Matter processes. Automate calculations, scoring, and more.
Microsoft Office
Microsoft Office is a suite of applications which can be integrated with Next Matter for multiple use cases.
Microsoft Outlook
Available as a part of the Microsoft Office suite integration. Automate email notifications, events, and more.
Microsoft Power Automate
Trigger and orchestrate Power Automate flows to extend Next Matter across the entire Microsoft 365 stack.
Microsoft Powerpoint
Available as part of the Microsoft Office Suite integration. Import and export presentations and more.
Microsoft SharePoint
Store, retrieve and collaborate on documents inside SharePoint libraries straight from your processes.
Microsoft Teams
Automate notifications, collaboration, and more with Teams integration for Next Matter
Microsoft Word
Available as part of the Office Suite integration. Create documents, templates, and more.
Miro
Team collaboration whiteboard for distributed teams that you can embed in your Next Matter processes
monday.com
Manage Monday.com projects and team collaboration as a part of your Next Matter processes
Oracle
A full stack of cloud applications and platform services that you can integrate with Next Matter for your operational use cases
PandaDoc
Integrate PandaDoc with Next Matter to automate signatures and document management in your operations processes
Personio
Integrate Personio to automate HR Ops for small and medium sized businesses
Pipedrive
Integrate your Pipedrive CRM to pull and push records to and from your Next Matter processes
PivotalTracker
Pivotal Tracker is the agile project management tool for developers. Integrate with Next Matter to automate your development operations.
ProductPlan
Integrate your ProductPlan roadmap and updates with your Next Matter processes.
Quickbooks
Integrate the No. 1 best-selling online accounting software and automate finance ops.
Redshift
A fully managed data warehouse service in the Amazon Web Services (AWS) cloud, Amazon Redshift is designed for storage and analysis of large-scale datasets.
Sage
Integrate Sage Business Cloud, and automate people and finance operations processes in Next Matter
Salesforce
Salesforce CRM and tools can now be integrated with Next Matter to drive Sales Ops, Customer Support Ops, and more
SAP ERP
Use Next Matter to bridge the gap between your operations processes and your SAP ERP system
Sendgrid
Automate email delivery, marketing operations, and more with the Sendgrid integration for Next Matter
Skribble
Integrate Skribble with Next Matter to automate signatures and document execution in your operations processes
Slack
Automate notifications, collaboration, and more with Slack integration for Next Matter
Spendesk
Automate your expense management, team onboarding, and more with Spendesk and Next Matter
SurveyMonkey
Include forms, surveys, and more as a part of your Next Matter processes using SurveyMonkey
Teamviewer
Embed remote collaboration and more in your Next Matter processes
Trello
Integrate Trello to manage projects, visualize workload, and communicate better internally
Twilio
Automate customer interactions, supplier communications, and more with Twilio as a part of your Next Matter processes
Typeform
Include forms, surveys, and more as a part of your Next Matter processes using Typeform
Webflow
Webflow is an all-in-one software solution for drag-and-drop website building and hosting.
Include customer interactions, supplier communications, and more with Whatsapp as a part of your Next Matter processes
Workday
A full stack of enterprise cloud applications and platform services that you can integrate with Next Matter for all your operational use cases
Xero
Xero online accounting software connects with Next Matter for back-of-house finance processes and more.
Zapier
Move information to and from your Next Matter processes and almost any other application using Zapier integrations
Zendesk
Transform complex CS tickets into automated orchestrations using Zendesk and the Next Matter sidebar app
Don't see your tool? Talk to us, we ship new integrations every month.
Can't find what
you're looking for?
Our solution engineering team can activate custom API connectors for your proprietary data sources or legacy internal systems in a matter of days.
// custom_connector_auth.json
{
"service": "internal_custody_v2",
"auth_type": "OAuth2.0",
"scopes": ["read:data", "write:audit"]
}
Secure API Bridge
Enterprise-grade encryption for all data transit.