How to integrate Rocket.Chat

Created by Nicolas Wussler, Modified on Thu, 2 Mar, 2023 at 10:14 AM by Ivana B

TABLE OF CONTENTS




Description

Talk to visitors and customers in one place, regardless of how they connect with you. Rocket.Chat provides one team inbox for all client communication, enabling companies to support customers on their favorite channels: Email, Messenger, Twitter, Whatsapp, SMS & LiveChat. Combine all messages across channels on Rocket.Chat.




Entities


Source
Target
Get Users
Create User


The task can be triggered by the following events:

 

• on successful completion of a different task

• API call



Steps



Step 1.


Either while Creating a Task or in the Integrations menu.


Enter the name of the integration in the search bar.Selecting the RocketChat Integration


Step 2.


Enter the Name of the Integration.

You can optionally also enter a description.Naming the Integration

Step 3.


You will be prompted for the Base URL, X-Auth-Token and X-User-ID.Inserting the Base URL, Auth Token and User ID

Step 4.


To obtain X Auth Token and X User ID, go to your Rocket.Chat dashboard and in the upper-left corner of the screen click on your profile image, as shown in the picture below:


Selecting the RocketChat profile

Next, from the dropdown menu, click on "My Account".


Selecting the My Account panel

In the upper-left corner of the screen click on "Personal Access Tokens", as shown in the picture below:


Navigating to the Personal Access Tokens panel

Enter the name of your choice for the Access Token and then click on the "Add" button, shown in the picture below:


Naming the Access Token

Step 5:

Now copy the generated Auth Token and ID Token to their respective fields on the SyncSpider website, as shown in the pictures below:

Generating the Access Token

For the Base URL, simply copy the address shown in the address bar when on Rocket.Chat dashboard, as shown below:


Locating the Base URL

And paste it on the appropriate field on the SyncSpider website. Once done, click on "Finish".



Rocket Chat is just one of the tools we support!


To check the list of the tools and features we support please click here!


If you don't see your favorite tool on our list, please take the time and send us the request here to create an integration for you or UP-vote if it's already on the list :) 


We develop integrations based on the requests and up-votes :) 


We hope that this covers everything. If you have any further questions or need additional clarification please reach out to us via [email protected] or our chat widget!



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