---
title: "Integrations | Connect Next Matter to Your Fund Stack"
url: https://nextmatter.com/integrations
description: "Native connectors and a typed API to link Next Matter with your CRM, ledger, KYC, data rooms and AI models. Orchestrate the systems you already run."
lang: en
---

extension Connect Your Stack

# 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.

Connect with Us: https://nextmatter.com/talk-to-us

View API Docs: https://help.nextmatter.com/docs/integrate-across-tools

Image: No-code (https://cdn.prod.website-files.com/69a7f71677d8045f0f2d982a/69a7f71677d8045f0f2da5f5_01NoCode.webp)

### No-code integrations

Connect tools without code to sync data and automate tasks in your orchestrations using predefined templates.

Image: Custom (https://cdn.prod.website-files.com/69a7f71677d8045f0f2d982a/69a7f71677d8045f0f2da5f6_02CustomIntegration.webp)

### Custom integrations

Connect to anything with an API, from AI models and custom scripts to in-house systems, using secure, reusable integrations.

Image: Data Pipeline (https://cdn.prod.website-files.com/69a7f71677d8045f0f2d982a/69a7f71677d8045f0f2da5f3_03Data-Pipeline.webp)

### Connect your data pipeline

Integrate your BI/ETL pipeline and automate data flows securely into your warehouse or data lake.

Image: Fund admin integrations (https://cdn.prod.website-files.com/69a7f71677d8045f0f2d982a/69a7f71677d8045f0f2da5f3_03Data-Pipeline.webp)

### 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.

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Image: Adobe Reader logo (https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2d9e99_614db9516ccd2b181307843e_Integration%2520Logo_AdobeReader.svg)

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### Adobe Reader

Integrate the PDF viewer to read, search, print and interact with any type of PDF file.

Image: Airtable logo (https://cdn.prod.website-files.com/5fd137d39536f3ee136fd21b/63d23b7470f224e86e56405c_airtable%201.png)

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### Airtable

Pull and push data to and from Airtable within an automated orchestration. Automate calculations, database updates, scoring, and more.

Image: Asana logo (https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da5be_Integration%20Logo_Asana.svg)

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### Asana

Asana is the industry-leading web and mobile app designed to help teams organize, track, and manage work tasks and projects.

Image: AWeber logo (https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da0ca_614da9efe7f924ec743e1d48_IntegrationLogo_AWeber.svg)

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### AWeber

Integrate your email client, engage with your audience, and increase sales.

Image: BambooHR logo (https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2d9fbf_614daa2b030d0064659d2ca0_IntegrationLogo_BambooHR.svg)

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### BambooHR

Integrate BambooHR to automate HR Ops for small and medium sized businesses

Image: Basecamp logo (https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2d9f4c_614daa7d94ff96bc53c28fdd_IntegrationLogo_Basecamp.svg)

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### Basecamp

Integrate Basecamp to manage projects, automate work with clients, and communicate better internally

Image: Box logo (https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da494_614daaaae794ce04d9c4fa49_IntegrationLogo_Box.svg)

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### Box

Integrate box to automate file management, share valuable assets, and more

Image: Calendly logo (https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da38f_614daac985bdeb1118cfc04e_IntegrationLogo_Calendly.svg)

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### Calendly

Integrate Calendly to automate scheduling and event booking as a step of your operations processes

Image: Confluence logo (https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da265_614dab999742ca6df69b772c_IntegrationLogo_Confluence.svg)

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### Confluence

Integrate Confluence to push and pull data from your Confluence pages, and automate documentation.

Image: Datev logo (https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da169_614dabea5a4c53b3c8ac38e5_IntegrationLogo_Datev.svg)

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### Datev

Integrate Next Matter with Datev to automate accounting and finance operations processes.

Image: Docusign logo (https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2d9ffe_614dac1b6acbe782f241a232_IntegrationLogo_Docusign.svg)

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### Docusign

Integrate DocuSign with Next Matter to automate signatures and document management in your operations processes

Image: Dropbox logo (https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da061_614dac3be7f924ee123e2124_IntegrationLogo_Dropbox.svg)

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### Dropbox

Use Dropbox within your Next Matter processes to automate documentation, data referencing, and more

Image: Evernote logo (https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da45b_614dac5e65f4a977ec4f8859_IntegrationLogo_Evernote.svg)

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### Evernote

Use Evernote in your Next Matter processes to consolidate ideas, collaboration, and more within your processes.

Image: Figma logo (https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da3da_614dac825fda4134d5570813_IntegrationLogo_Figma.svg)

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### Figma

Design, prototype, and gather feedback in Figma, as a part of your Next Matter processes.

Image: Freshbooks logo (https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da5ee_IntegrationLogo_Freshbooks.svg)

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### Freshbooks

Manage invoices, track time, handle receipts and expenses, process credit cards and more.

Image: Freshworks logo (https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da1bd_614da6507c943768a4221faf_IntegrationLogo_Freshworks.svg)

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### Freshworks

Automate customer service processes, ticketing, and more with Freshworks integration

Image: Front logo (https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da86e_Front%20Icon%20New.svg)

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### Front

Empower any support rep to improve CX by owning and resolving orchestrations, not tickets.

Image: GetResponse logo (https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da0ec_614dad1a6fb7d501cb08cb80_IntegrationLogo_GetResponse.svg)

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### GetResponse

Automate marketing operations processes and more with GetResponse and Next Matter

Image: Gmail logo (https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da17f_614db7736ccd2b66ee077b45_IntegrationLogo_GMail.svg)

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### Gmail

Google's email service can be integrated as part of the GSuite. Automate notifications, draft creation, and more.

Image: Google Calendar logo (https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da19b_614dae48b669725727b21d08_IntegrationLogo_GoogleCalendar.svg)

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### Google Calendar

Integrated as part of the GSuite. Automate calendar event creation and more as part of your operations processes

Image: Google Chat logo (https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2d9f7f_614db79bf1b88a6a3ccc3077_IntegrationLogo_Google%2520Chat.svg)

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### Google Chat

Communication application which can be leveraged in Next Matter processes. Part of the GSuite.

Image: Google Docs logo (https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da1e4_614dad895a4c5339ddac3a59_IntegrationLogo_GoogleDocs.svg)

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### Google Docs

Automate document creation and template management within your Next Matter processes

Image: Google Drive logo (https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da2e4_613568614e4009fb16e9ab01_61146dfe2993b2c722661a42_google-drive.svg)

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### Google Drive

Store, share, and collaborate on files and folders from within your Next Matter processes

Image: Google Forms logo (https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da138_614dada6fb3573f95d98f4d0_Google%2520Forms.svg)

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### Google Forms

Create, modify, and send surveys as part of your Next Matter processes.

Image: Google Maps logo (https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da3c1_614dadff6acbe7462a41a92b_IntegrationLogo_GoogleMaps.svg)

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### Google Maps

Include locations, directions, and more within your Next Matter processes.

Image: Google Meet logo (https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da223_614db7f5d69ecf55eafdc648_IntegrationLogo_GoogleMeet.svg)

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### Google Meet

A video-communication service developed by Google, available as part of the GSuite integration.

Image: Google Sheets logo (https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da459_613568620c4f1efa92240eac_6109c62671bb810f470f194b_IntegrationLogo_GoogleSheets.svg)

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### Google Sheets

Pull and push data from Google Sheets within your Next Matter processes. Automate calculations, scoring, and more.

Image: Google Slides logo (https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da404_614db7bf617579ca8dcdfa88_IntegrationLogo_GoogleSlides.svg)

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### Google Slides

Available as part of the GSuite integration. Create and share presentations as part of a Next Matter process.

Image: Helpjuice logo (https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da302_614daea5b7e66246d9f3e4cc_IntegrationLogo_Helpjuice.svg)

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### Helpjuice

Automate documentation and knowledge base updating within your Next Matter processes

Image: Hootsuite logo (https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da45c_614daec5b156f10feadc65b4_IntegrationLogo_Hootsuite.svg)

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### Hootsuite

Integrate Hootsuite and include social media management within your Next Matter processes

Image: Hubspot logo (https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da27a_61356863ce20571f81e6590d_610788e41d4d3eb73a432efb_IntegrationLogo_HubSpot.svg)

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### Hubspot

Integrate Hubspot, a full platform of marketing, sales, customer service, and CRM software

Image: Intercom logo (https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da435_614daf0acc356525ca859c1d_IntegrationLogo_Intercom.svg)

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### Intercom

Automate customer success operations and more with Intercom and Next Matter integration

Image: Jira logo (https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da378_614da92dccb6f3901f41afa2_IntegrationLogo_Jira.svg)

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### Jira

Plan, track, and manage software development projects with Jira and Next Matter

Image: Klaviyo logo (https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da3ed_614daf35d60632c06a04f288_IntegrationLogo_Klaviyo.svg)

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### Klaviyo

Automate email and marketing operations for ecommerce with Next Matter and Klaviyo

Image: Linear logo (https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da434_614daf8a13bc2f551f9fe005_IntegrationLogo_Linear.svg)

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### Linear

Streamline software projects, sprints, tasks, and bug tracking within your operations orchestrations

Image: Mailchimp logo (https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da3a8_614dafa74cab52591808f8b7_IntegrationLogo_Mailchimp.svg)

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### Mailchimp

Integrate Mailchimp to streamline marketing operations within Next Matter

Image: Marketo logo (https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da496_614dafc81964a77d74736799_IntegrationLogo_Marketo.svg)

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### Marketo

Marketing Automation Software that you can integrate with Next Matter to automate your marketing ops processes

Image: Microsoft Dynamics 365 logo (https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da41e_614db053bc58e329dac5d7e4_IntegrationLogo_MicrosoftDynamics365.svg)

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### Microsoft Dynamics 365

Integrate your Dynamics CRM to pull and push records to and from your Next Matter processes

Image: Microsoft Excel logo (https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da461_614db854886b103325e28d96_IntegrationLogo_MicrosoftExcel.svg)

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### Microsoft Excel

Pull and push data from Excel within your Next Matter processes. Automate calculations, scoring, and more.

Image: Microsoft Office logo (https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da34d_614db8101964a7305b737fb1_IntegrationLogo_MicrosoftOffice.svg)

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### Microsoft Office

Microsoft Office is a suite of applications which can be integrated with Next Matter for multiple use cases.

Image: Microsoft Outlook logo (https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da47a_614db8c452f7ddfc009e66fa_IntegrationLogo_MicrosoftOutlook.svg)

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### Microsoft Outlook

Available as a part of the Microsoft Office suite integration. Automate email notifications, events, and more.

Image: Microsoft Power Automate logo (https://upload.wikimedia.org/wikipedia/commons/4/4d/Microsoft_Power_Automate.svg)

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### Microsoft Power Automate

Trigger and orchestrate Power Automate flows to extend Next Matter across the entire Microsoft 365 stack.

Image: Microsoft Powerpoint logo (https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da334_614db8775a4c535310ac6947_IntegrationLogo_MicrosoftPowerpoint.svg)

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### Microsoft Powerpoint

Available as part of the Microsoft Office Suite integration. Import and export presentations and more.

Image: Microsoft SharePoint logo (https://upload.wikimedia.org/wikipedia/commons/e/ec/Microsoft_Office_SharePoint_%282019%E2%80%932025%29.svg)

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### Microsoft SharePoint

Store, retrieve and collaborate on documents inside SharePoint libraries straight from your processes.

Image: Microsoft Teams logo (https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da506_614dafea124b70978c0868da_IntegrationLogo_MicrosoftOffice_Teams.svg)

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### Microsoft Teams

Automate notifications, collaboration, and more with Teams integration for Next Matter

Image: Microsoft Word logo (https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da360_614db836a0f9815a11622d07_IntegrationLogo_MicrosoftWord.svg)

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### Microsoft Word

Available as part of the Office Suite integration. Create documents, templates, and more.

Image: Miro logo (https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da462_614db204dcd46404497fe951_IntegrationLogo_Miro.svg)

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### Miro

Team collaboration whiteboard for distributed teams that you can embed in your Next Matter processes

Image: monday.com logo (https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da45e_614da997a695da7aa9c8706c_IntegrationLogo_Monday.svg)

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### monday.com

Manage Monday.com projects and team collaboration as a part of your Next Matter processes

Image: Oracle logo (https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da490_614db07bc6f30a4ba0f49cde_IntegrationLogo_Oracle.svg)

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### Oracle

A full stack of cloud applications and platform services that you can integrate with Next Matter for your operational use cases

Image: PandaDoc logo (https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da436_614db0cf2824625590b61d61_IntegrationLogo_PandaDoc.svg)

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### PandaDoc

Integrate PandaDoc with Next Matter to automate signatures and document management in your operations processes

Image: Personio logo (https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da448_614db0fff1e9f6d6b863aa64_IntegrationLogo_Personio.svg)

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### Personio

Integrate Personio to automate HR Ops for small and medium sized businesses

Image: Pipedrive logo (https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da45a_614db1749a9c20129cb3226a_IntegrationLogo_Pipedrive.svg)

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### Pipedrive

Integrate your Pipedrive CRM to pull and push records to and from your Next Matter processes

Image: PivotalTracker logo (https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da47b_614db133b7e6624136f3edc7_IntegrationLogo_PivotalTracker.svg)

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### PivotalTracker

Pivotal Tracker is the agile project management tool for developers. Integrate with Next Matter to automate your development operations.

Image: ProductPlan logo (https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da45f_614db199b669729a49b229ec_IntegrationLogo_productplan.svg)

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### ProductPlan

Integrate your ProductPlan roadmap and updates with your Next Matter processes.

Image: Quickbooks logo (https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da466_614db1bc23b95c11c75b2daa_IntegrationLogo_Quickbooks.svg)

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### Quickbooks

Integrate the No. 1 best-selling online accounting software and automate finance ops.

Image: Redshift logo (https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da5ea_IntegrationLogo_AmazonRedshift.svg)

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### 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.

Image: Sage logo (https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da47d_614db22252f7dd359f9e3dd1_IntegrationLogo_Sage.svg)

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### Sage

Integrate Sage Business Cloud, and automate people and finance operations processes in Next Matter

Image: Salesforce logo (https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da4f1_614db26b0af371ff2e1c6d25_IntegrationLogo_salesforce.svg)

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### Salesforce

Salesforce CRM and tools can now be integrated with Next Matter to drive Sales Ops, Customer Support Ops, and more

Image: SAP ERP logo (https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da236_6135686386024f66a505f793_613567f3ce20573a17e654b8_IntegrationLogo_SAP.svg)

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### SAP ERP

Use Next Matter to bridge the gap between your operations processes and your SAP ERP system

Image: Sendgrid logo (https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da467_614db903658e136eedce55d5_Integration%2520Logo_SendGrid.svg)

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### Sendgrid

Automate email delivery, marketing operations, and more with the Sendgrid integration for Next Matter

Image: Skribble logo (https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da45d_614db2b313bc2f11c49ff547_IntegrationLogo_Skribble.svg)

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### Skribble

Integrate Skribble with Next Matter to automate signatures and document execution in your operations processes

Image: Slack logo (https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da464_614db2cd9a9c207414b32e6f_IntegrationLogo_Slack.svg)

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### Slack

Automate notifications, collaboration, and more with Slack integration for Next Matter

Image: Spendesk logo (https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da541_614db611b156f172a7dc831e_IntegrationLogo_Spendesk.svg)

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### Spendesk

Automate your expense management, team onboarding, and more with Spendesk and Next Matter

Image: SurveyMonkey logo (https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da47e_614db632b7e662b8cef41065_IntegrationLogo_surveymonkey.svg)

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### SurveyMonkey

Include forms, surveys, and more as a part of your Next Matter processes using SurveyMonkey

Image: Teamviewer logo (https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da47c_614db660cf09f04cd5e90e64_IntegrationLogo_TeamViewer.svg)

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### Teamviewer

Embed remote collaboration and more in your Next Matter processes

Image: Trello logo (https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da514_614da9c1fb3573602298cb14_IntegrationLogo_Trello.svg)

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### Trello

Integrate Trello to manage projects, visualize workload, and communicate better internally

Image: Twilio logo (https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da479_614db6c0cf09f036e3e90fdc_IntegrationLogo_Twilio.svg)

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### Twilio

Automate customer interactions, supplier communications, and more with Twilio as a part of your Next Matter processes

Image: Typeform logo (https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da463_614db6a0fd559b676ba64f50_IntegrationLogo_typeform.svg)

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### Typeform

Include forms, surveys, and more as a part of your Next Matter processes using Typeform

Image: Webflow logo (https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da60a_IntegrationLogo_WebFlow.svg)

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### Webflow

Webflow is an all-in-one software solution for drag-and-drop website building and hosting.

Image: Whatsapp logo (https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da499_614db72e4cab523fc50914da_IntegrationLogo_whatsapp.svg)

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### Whatsapp

Include customer interactions, supplier communications, and more with Whatsapp as a part of your Next Matter processes

Image: Workday logo (https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da492_614db71752f7ddd6899e5f51_IntegrationLogo_Workday.svg)

Featured

### Workday

A full stack of enterprise cloud applications and platform services that you can integrate with Next Matter for all your operational use cases

Image: Xero logo (https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da493_614db8dfb66972ddf9b24eef_Integration%2520Logo_Xero.svg)

Featured

### Xero

Xero online accounting software connects with Next Matter for back-of-house finance processes and more.

Image: Zapier logo (https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da491_6135686496849f2a18d60656_6109c62cf8df039038e68980_Zapier.svg)

Featured

### Zapier

Move information to and from your Next Matter processes and almost any other application using Zapier integrations

Image: Zendesk logo (https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da495_61356865afe9656ba314d163_6109c628c8f20ce521c0151a_IntegrationLogo_Zendesk.svg)

Featured

### Zendesk

Transform complex CS tickets into automated orchestrations using Zendesk and the Next Matter sidebar app

Don't see your tool? Talk to us (https://nextmatter.com/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.

Talk to Implementation: https://nextmatter.com/talk-to-us

Custom Integration Docs: https://help.nextmatter.com/docs/about-integrations

// custom_connector_auth.json

{

"service": "internal_custody_v2",

"auth_type": "OAuth2.0",

"scopes": ["read:data", "write:audit" ]

}

api

Secure API Bridge

Enterprise-grade encryption for all data transit.

## Structured data

```json
[
  {
    "@context": "https://schema.org",
    "@graph": [
      {
        "@type": "Organization",
        "@id": "https://nextmatter.com/#organization",
        "name": "Next Matter",
        "legalName": "Daizy NM Limited",
        "url": "https://nextmatter.com",
        "logo": "https://nextmatter.com/__l5e/assets-v1/aab354c2-e169-46fe-8e9b-0e78438471d3/nextmatter-logo.svg",
        "description": "Next Matter is the orchestration platform for regulated financial operations - purpose-built for asset managers, fund administrators, and wealth and wealthtech firms, not a generic workflow tool - combining AI agents, your existing systems and human approvals with governance and a complete audit trail.",
        "sameAs": [
          "https://www.linkedin.com/company/nextmatter",
          "https://www.daizy.com"
        ]
      },
      {
        "@type": "WebSite",
        "@id": "https://nextmatter.com/#website",
        "url": "https://nextmatter.com",
        "name": "Next Matter",
        "publisher": {
          "@id": "https://nextmatter.com/#organization"
        },
        "inLanguage": "en"
      }
    ]
  },
  {
    "@context": "https://schema.org",
    "@graph": [
      {
        "@type": "WebPage",
        "@id": "https://nextmatter.com/integrations#webpage",
        "url": "https://nextmatter.com/integrations",
        "name": "Integrations | Connect Next Matter to Your Fund Stack",
        "description": "Native connectors and a typed API to link Next Matter with your CRM, ledger, KYC, data rooms and AI models.",
        "isPartOf": {
          "@id": "https://nextmatter.com/#website"
        },
        "publisher": {
          "@id": "https://nextmatter.com/#organization"
        },
        "inLanguage": "en"
      },
      {
        "@type": "BreadcrumbList",
        "itemListElement": [
          {
            "@type": "ListItem",
            "position": 1,
            "name": "Home",
            "item": "https://nextmatter.com"
          },
          {
            "@type": "ListItem",
            "position": 2,
            "name": "Integrations",
            "item": "https://nextmatter.com/integrations"
          }
        ]
      },
      {
        "@type": "FAQPage",
        "mainEntity": [
          {
            "@type": "Question",
            "name": "What does Next Matter integrate with?",
            "acceptedAnswer": {
              "@type": "Answer",
              "text": "Native connectors and a typed API for CRMs, ledgers, KYC providers, data rooms and AI models. Anything with an API can be orchestrated as a step inside a Next Matter process."
            }
          },
          {
            "@type": "Question",
            "name": "Is there an API?",
            "acceptedAnswer": {
              "@type": "Answer",
              "text": "Yes. Next Matter exposes a typed API so engineering teams can trigger processes, pass data, and connect internal systems into orchestrated workflows."
            }
          }
        ]
      }
    ]
  }
]
```