--- title: "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. Orchestrate the systems you already run." lang: en json-ld: | [ { "@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." } } ] } ] } ] --- [![Next Matter Logo](/__l5e/assets-v1/aab354c2-e169-46fe-8e9b-0e78438471d3/nextmatter-logo.svg)](/) - [Solutions](/solutions) [ grid\_view Solutions Overview Personas, capabilities, and proof ](/solutions)[ smart\_toy AI Orchestration Coordinate agents across your stack ](/solutions/ai-orchestration)[ library\_books Workflow Library Remix production-ready workflows ](/remix) Case Studies [ ![Ocorian](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d982a/69a7f71677d8045f0f2da4e8_Ocorian_trustbar.svg) Ocorian 1,800 Employees • Fund Administrator ](/case-studies/ocorian)[ ![Trade Republic](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d982a/69a7f71677d8045f0f2da4e9_traderpublic_trustbar.svg) Trade Republic 10M Customers • Online Trading Platform ](/case-studies/trade-republic)[ ![b2Venture](/__l5e/assets-v1/40232f5e-b66d-45f6-8d04-8be40304d172/b2venture-logo.png) b2Venture $800mn AUM • Venture Capital Firm ](/case-studies/b2venture)[ ![Swan](/__l5e/assets-v1/ef4919d4-3042-430f-b1a2-10b7da14c889/swan-logo.webp#lh=1500x401) Swan BaaS leader • Embedded Banking Platform ](/case-studies/swan) - [Platform](/platform) [ hub Platform Overview Built for Fund Operations ](/platform)[ build Workflow Builder Build long-running orchestrations ](/workflow-builder)[ smart\_toy AI & Automation Agents, models and guardrails ](/ai-and-automation)[ extension Integrations Core Ledger & Ecosystem Connectivity ](/integrations)[ verified\_user Governance & Audit Approvals and a full audit trail ](/governance-and-audit)[ shield Security SOC 2, ISO 27001, data residency ](/security) - Resources [ forum Ask a Technical Question Chat with the docs AI assistant ](https://help.nextmatter.com/docs/integrate-across-tools?assistant)[ campaign Opinions Perspectives from our team ](/opinions) [Sign in](https://app.nextmatter.com/login) [Talk to us](/book-a-demo) 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](/book-a-demo) [View API Docs](https://help.nextmatter.com/docs/integrate-across-tools) ![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. ![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. ![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. ![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. search No integrations match your search. ![Adobe Reader logo](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2d9e99_614db9516ccd2b181307843e_Integration%2520Logo_AdobeReader.svg) Featured ### Adobe Reader Integrate the PDF viewer to read, search, print and interact with any type of PDF file. ![Airtable logo](https://cdn.prod.website-files.com/5fd137d39536f3ee136fd21b/63d23b7470f224e86e56405c_airtable%201.png) Featured ### Airtable Pull and push data to and from Airtable within an automated orchestration. Automate calculations, database updates, scoring, and more. ![Asana logo](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da5be_Integration%20Logo_Asana.svg) Featured ### Asana Asana is the industry-leading web and mobile app designed to help teams organize, track, and manage work tasks and projects. ![AWeber logo](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da0ca_614da9efe7f924ec743e1d48_IntegrationLogo_AWeber.svg) Featured ### AWeber Integrate your email client, engage with your audience, and increase sales. ![BambooHR logo](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2d9fbf_614daa2b030d0064659d2ca0_IntegrationLogo_BambooHR.svg) Featured ### BambooHR Integrate BambooHR to automate HR Ops for small and medium sized businesses ![Basecamp logo](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2d9f4c_614daa7d94ff96bc53c28fdd_IntegrationLogo_Basecamp.svg) Featured ### Basecamp Integrate Basecamp to manage projects, automate work with clients, and communicate better internally ![Box logo](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da494_614daaaae794ce04d9c4fa49_IntegrationLogo_Box.svg) Featured ### Box Integrate box to automate file management, share valuable assets, and more ![Calendly logo](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da38f_614daac985bdeb1118cfc04e_IntegrationLogo_Calendly.svg) Featured ### Calendly Integrate Calendly to automate scheduling and event booking as a step of your operations processes ![Confluence logo](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da265_614dab999742ca6df69b772c_IntegrationLogo_Confluence.svg) Featured ### Confluence Integrate Confluence to push and pull data from your Confluence pages, and automate documentation. ![Datev logo](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da169_614dabea5a4c53b3c8ac38e5_IntegrationLogo_Datev.svg) Featured ### Datev Integrate Next Matter with Datev to automate accounting and finance operations processes. ![Docusign logo](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2d9ffe_614dac1b6acbe782f241a232_IntegrationLogo_Docusign.svg) Featured ### Docusign Integrate DocuSign with Next Matter to automate signatures and document management in your operations processes ![Dropbox logo](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da061_614dac3be7f924ee123e2124_IntegrationLogo_Dropbox.svg) Featured ### Dropbox Use Dropbox within your Next Matter processes to automate documentation, data referencing, and more ![Evernote logo](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da45b_614dac5e65f4a977ec4f8859_IntegrationLogo_Evernote.svg) Featured ### Evernote Use Evernote in your Next Matter processes to consolidate ideas, collaboration, and more within your processes. ![Figma logo](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da3da_614dac825fda4134d5570813_IntegrationLogo_Figma.svg) Featured ### Figma Design, prototype, and gather feedback in Figma, as a part of your Next Matter processes. ![Freshbooks logo](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da5ee_IntegrationLogo_Freshbooks.svg) Featured ### Freshbooks Manage invoices, track time, handle receipts and expenses, process credit cards and more. ![Freshworks logo](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da1bd_614da6507c943768a4221faf_IntegrationLogo_Freshworks.svg) Featured ### Freshworks Automate customer service processes, ticketing, and more with Freshworks integration ![Front logo](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da86e_Front%20Icon%20New.svg) Featured ### Front Empower any support rep to improve CX by owning and resolving orchestrations, not tickets. ![GetResponse logo](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da0ec_614dad1a6fb7d501cb08cb80_IntegrationLogo_GetResponse.svg) Featured ### GetResponse Automate marketing operations processes and more with GetResponse and Next Matter ![Gmail logo](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da17f_614db7736ccd2b66ee077b45_IntegrationLogo_GMail.svg) Featured ### Gmail Google's email service can be integrated as part of the GSuite. Automate notifications, draft creation, and more. ![Google Calendar logo](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da19b_614dae48b669725727b21d08_IntegrationLogo_GoogleCalendar.svg) Featured ### Google Calendar Integrated as part of the GSuite. Automate calendar event creation and more as part of your operations processes ![Google Chat logo](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2d9f7f_614db79bf1b88a6a3ccc3077_IntegrationLogo_Google%2520Chat.svg) Featured ### Google Chat Communication application which can be leveraged in Next Matter processes. Part of the GSuite. ![Google Docs logo](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da1e4_614dad895a4c5339ddac3a59_IntegrationLogo_GoogleDocs.svg) Featured ### Google Docs Automate document creation and template management within your Next Matter processes ![Google Drive logo](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da2e4_613568614e4009fb16e9ab01_61146dfe2993b2c722661a42_google-drive.svg) Featured ### Google Drive Store, share, and collaborate on files and folders from within your Next Matter processes ![Google Forms logo](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da138_614dada6fb3573f95d98f4d0_Google%2520Forms.svg) Featured ### Google Forms Create, modify, and send surveys as part of your Next Matter processes. ![Google Maps logo](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da3c1_614dadff6acbe7462a41a92b_IntegrationLogo_GoogleMaps.svg) Featured ### Google Maps Include locations, directions, and more within your Next Matter processes. ![Google Meet logo](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da223_614db7f5d69ecf55eafdc648_IntegrationLogo_GoogleMeet.svg) Featured ### Google Meet A video-communication service developed by Google, available as part of the GSuite integration. ![Google Sheets logo](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da459_613568620c4f1efa92240eac_6109c62671bb810f470f194b_IntegrationLogo_GoogleSheets.svg) Featured ### Google Sheets Pull and push data from Google Sheets within your Next Matter processes. Automate calculations, scoring, and more. ![Google Slides logo](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da404_614db7bf617579ca8dcdfa88_IntegrationLogo_GoogleSlides.svg) Featured ### Google Slides Available as part of the GSuite integration. Create and share presentations as part of a Next Matter process. ![Helpjuice logo](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da302_614daea5b7e66246d9f3e4cc_IntegrationLogo_Helpjuice.svg) Featured ### Helpjuice Automate documentation and knowledge base updating within your Next Matter processes ![Hootsuite logo](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da45c_614daec5b156f10feadc65b4_IntegrationLogo_Hootsuite.svg) Featured ### Hootsuite Integrate Hootsuite and include social media management within your Next Matter processes ![Hubspot logo](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da27a_61356863ce20571f81e6590d_610788e41d4d3eb73a432efb_IntegrationLogo_HubSpot.svg) Featured ### Hubspot Integrate Hubspot, a full platform of marketing, sales, customer service, and CRM software ![Intercom logo](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da435_614daf0acc356525ca859c1d_IntegrationLogo_Intercom.svg) Featured ### Intercom Automate customer success operations and more with Intercom and Next Matter integration ![Jira logo](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da378_614da92dccb6f3901f41afa2_IntegrationLogo_Jira.svg) Featured ### Jira Plan, track, and manage software development projects with Jira and Next Matter ![Klaviyo logo](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da3ed_614daf35d60632c06a04f288_IntegrationLogo_Klaviyo.svg) Featured ### Klaviyo Automate email and marketing operations for ecommerce with Next Matter and Klaviyo ![Linear logo](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da434_614daf8a13bc2f551f9fe005_IntegrationLogo_Linear.svg) Featured ### Linear Streamline software projects, sprints, tasks, and bug tracking within your operations orchestrations ![Mailchimp logo](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da3a8_614dafa74cab52591808f8b7_IntegrationLogo_Mailchimp.svg) Featured ### Mailchimp Integrate Mailchimp to streamline marketing operations within Next Matter ![Marketo logo](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da496_614dafc81964a77d74736799_IntegrationLogo_Marketo.svg) Featured ### Marketo Marketing Automation Software that you can integrate with Next Matter to automate your marketing ops processes ![Microsoft Dynamics 365 logo](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da41e_614db053bc58e329dac5d7e4_IntegrationLogo_MicrosoftDynamics365.svg) Featured ### Microsoft Dynamics 365 Integrate your Dynamics CRM to pull and push records to and from your Next Matter processes ![Microsoft Excel logo](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da461_614db854886b103325e28d96_IntegrationLogo_MicrosoftExcel.svg) Featured ### Microsoft Excel Pull and push data from Excel within your Next Matter processes. Automate calculations, scoring, and more. ![Microsoft Office logo](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da34d_614db8101964a7305b737fb1_IntegrationLogo_MicrosoftOffice.svg) Featured ### Microsoft Office Microsoft Office is a suite of applications which can be integrated with Next Matter for multiple use cases. ![Microsoft Outlook logo](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da47a_614db8c452f7ddfc009e66fa_IntegrationLogo_MicrosoftOutlook.svg) Featured ### Microsoft Outlook Available as a part of the Microsoft Office suite integration. Automate email notifications, events, and more. ![Microsoft Power Automate logo](https://upload.wikimedia.org/wikipedia/commons/4/4d/Microsoft_Power_Automate.svg) Featured ### Microsoft Power Automate Trigger and orchestrate Power Automate flows to extend Next Matter across the entire Microsoft 365 stack. ![Microsoft Powerpoint logo](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da334_614db8775a4c535310ac6947_IntegrationLogo_MicrosoftPowerpoint.svg) Featured ### Microsoft Powerpoint Available as part of the Microsoft Office Suite integration. Import and export presentations and more. ![Microsoft SharePoint logo](https://upload.wikimedia.org/wikipedia/commons/e/ec/Microsoft_Office_SharePoint_%282019%E2%80%932025%29.svg) Featured ### Microsoft SharePoint Store, retrieve and collaborate on documents inside SharePoint libraries straight from your processes. ![Microsoft Teams logo](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da506_614dafea124b70978c0868da_IntegrationLogo_MicrosoftOffice_Teams.svg) Featured ### Microsoft Teams Automate notifications, collaboration, and more with Teams integration for Next Matter ![Microsoft Word logo](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da360_614db836a0f9815a11622d07_IntegrationLogo_MicrosoftWord.svg) Featured ### Microsoft Word Available as part of the Office Suite integration. Create documents, templates, and more. ![Miro logo](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da462_614db204dcd46404497fe951_IntegrationLogo_Miro.svg) Featured ### Miro Team collaboration whiteboard for distributed teams that you can embed in your Next Matter processes ![monday.com logo](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da45e_614da997a695da7aa9c8706c_IntegrationLogo_Monday.svg) Featured ### monday.com Manage Monday.com projects and team collaboration as a part of your Next Matter processes ![Oracle logo](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da490_614db07bc6f30a4ba0f49cde_IntegrationLogo_Oracle.svg) Featured ### Oracle A full stack of cloud applications and platform services that you can integrate with Next Matter for your operational use cases ![PandaDoc logo](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da436_614db0cf2824625590b61d61_IntegrationLogo_PandaDoc.svg) Featured ### PandaDoc Integrate PandaDoc with Next Matter to automate signatures and document management in your operations processes ![Personio logo](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da448_614db0fff1e9f6d6b863aa64_IntegrationLogo_Personio.svg) Featured ### Personio Integrate Personio to automate HR Ops for small and medium sized businesses ![Pipedrive logo](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da45a_614db1749a9c20129cb3226a_IntegrationLogo_Pipedrive.svg) Featured ### Pipedrive Integrate your Pipedrive CRM to pull and push records to and from your Next Matter processes ![PivotalTracker logo](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da47b_614db133b7e6624136f3edc7_IntegrationLogo_PivotalTracker.svg) Featured ### PivotalTracker Pivotal Tracker is the agile project management tool for developers. Integrate with Next Matter to automate your development operations. ![ProductPlan logo](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da45f_614db199b669729a49b229ec_IntegrationLogo_productplan.svg) Featured ### ProductPlan Integrate your ProductPlan roadmap and updates with your Next Matter processes. ![Quickbooks logo](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da466_614db1bc23b95c11c75b2daa_IntegrationLogo_Quickbooks.svg) Featured ### Quickbooks Integrate the No. 1 best-selling online accounting software and automate finance ops. ![Redshift logo](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da5ea_IntegrationLogo_AmazonRedshift.svg) Featured ### 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 logo](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da47d_614db22252f7dd359f9e3dd1_IntegrationLogo_Sage.svg) Featured ### Sage Integrate Sage Business Cloud, and automate people and finance operations processes in Next Matter ![Salesforce logo](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da4f1_614db26b0af371ff2e1c6d25_IntegrationLogo_salesforce.svg) Featured ### Salesforce Salesforce CRM and tools can now be integrated with Next Matter to drive Sales Ops, Customer Support Ops, and more ![SAP ERP logo](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da236_6135686386024f66a505f793_613567f3ce20573a17e654b8_IntegrationLogo_SAP.svg) Featured ### SAP ERP Use Next Matter to bridge the gap between your operations processes and your SAP ERP system ![Sendgrid logo](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da467_614db903658e136eedce55d5_Integration%2520Logo_SendGrid.svg) Featured ### Sendgrid Automate email delivery, marketing operations, and more with the Sendgrid integration for Next Matter ![Skribble logo](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da45d_614db2b313bc2f11c49ff547_IntegrationLogo_Skribble.svg) Featured ### Skribble Integrate Skribble with Next Matter to automate signatures and document execution in your operations processes ![Slack logo](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da464_614db2cd9a9c207414b32e6f_IntegrationLogo_Slack.svg) Featured ### Slack Automate notifications, collaboration, and more with Slack integration for Next Matter ![Spendesk logo](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da541_614db611b156f172a7dc831e_IntegrationLogo_Spendesk.svg) Featured ### Spendesk Automate your expense management, team onboarding, and more with Spendesk and Next Matter ![SurveyMonkey logo](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da47e_614db632b7e662b8cef41065_IntegrationLogo_surveymonkey.svg) Featured ### SurveyMonkey Include forms, surveys, and more as a part of your Next Matter processes using SurveyMonkey ![Teamviewer logo](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da47c_614db660cf09f04cd5e90e64_IntegrationLogo_TeamViewer.svg) Featured ### Teamviewer Embed remote collaboration and more in your Next Matter processes ![Trello logo](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da514_614da9c1fb3573602298cb14_IntegrationLogo_Trello.svg) Featured ### Trello Integrate Trello to manage projects, visualize workload, and communicate better internally ![Twilio logo](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da479_614db6c0cf09f036e3e90fdc_IntegrationLogo_Twilio.svg) Featured ### Twilio Automate customer interactions, supplier communications, and more with Twilio as a part of your Next Matter processes ![Typeform logo](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da463_614db6a0fd559b676ba64f50_IntegrationLogo_typeform.svg) Featured ### Typeform Include forms, surveys, and more as a part of your Next Matter processes using Typeform ![Webflow logo](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da60a_IntegrationLogo_WebFlow.svg) Featured ### Webflow Webflow is an all-in-one software solution for drag-and-drop website building and hosting. ![Whatsapp logo](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d9861/69a7f71677d8045f0f2da499_614db72e4cab523fc50914da_IntegrationLogo_whatsapp.svg) Featured ### Whatsapp Include customer interactions, supplier communications, and more with Whatsapp as a part of your Next Matter processes ![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 ![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. ![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 ![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](/book-a-demo), 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](/book-a-demo) [Custom Integration Docs](https://help.nextmatter.com/docs/custom-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. ![Next Matter](/__l5e/assets-v1/aab354c2-e169-46fe-8e9b-0e78438471d3/nextmatter-logo.svg) The agentic operating system for modern financial services. A Daizy company. [](https://www.linkedin.com/company/nextmatter) Case studies - [Ocorian](/case-studies/ocorian) - [Trade Republic](/case-studies/trade-republic) - [Swan](/case-studies/swan) - [b2Venture](/case-studies/b2venture) - [All case studies](/case-studies) Solutions - [Solutions overview](/solutions) - [AI Orchestration](/solutions/ai-orchestration) - [Workflow library](/remix) Platform - [Platform overview](/platform) - [Workflow Builder](/workflow-builder) - [AI & Automation](/ai-and-automation) - [Integrations](/integrations) - [Governance & Audit](/governance-and-audit) - [Security](/security) - [System status](https://status.nextmatter.com/) Capabilities - [AI Financial Reporting](/ai-financial-reporting) - [Operational Intelligence](/operational-intelligence) - [Exception Handling](/exception-handling) - [Team Interfaces](/team-interfaces) - [Guest Interfaces](/guest-interfaces) - [Manager Dashboard](/manager-dashboard) - [Builder Toolbox](/builder-toolbox) Company - [About](/about) - [Careers](/careers) - [Opinions](/opinions) - [Answers](/answers) - [Documentation](https://help.nextmatter.com/docs/integrate-across-tools) - [Ask a Technical Question](https://help.nextmatter.com/docs/integrate-across-tools?assistant) Certified Secure [![AICPA SOC 2 for Service Organizations](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d982a/69a7f71677d8045f0f2da55f_logo_SOC2.svg)](https://app.drata.com/trust/d62cb1a1-96df-4741-8058-97ecbc4ff345/) [![GDPR compliant](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d982a/69a7f71677d8045f0f2da561_logo_GDPR.svg)](https://app.drata.com/trust/d62cb1a1-96df-4741-8058-97ecbc4ff345/) [![SOC 2 Type 2 compliant 2025](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d982a/69eb389eff4de1586e1d2f14_Daizy%20SOC%202%20Type%202.png)](https://app.drata.com/trust/d62cb1a1-96df-4741-8058-97ecbc4ff345/) © 2026 Daizy NM Ltd. All rights reserved. A Daizy company [Terms of Service](/terms-of-service) [Privacy Policy](/privacy-policy) [Data Processing Agreement](/data-processing-agreement) Solutions - [Solutions Overview](/solutions) - [AI Orchestration](/solutions/ai-orchestration) - [Workflow Library](/remix) Case Studies - [Ocorian](/case-studies/ocorian) - [Trade Republic](/case-studies/trade-republic) - [b2Venture](/case-studies/b2venture) - [Swan](/case-studies/swan) Platform - [Platform Overview](/platform) - [Workflow Builder](/workflow-builder) - [AI & Automation](/ai-and-automation) - [Integrations](/integrations) - [Governance & Audit](/governance-and-audit) - [Security](/security) Resources - [Ask a Technical Question](https://help.nextmatter.com/docs/integrate-across-tools?assistant) - [Opinions](/opinions) [Sign in](https://app.nextmatter.com/login) [Talk to us](/book-a-demo)