Rocket Chat Add-On Documentation
Introduction Rocket.Chat notifications are essential for seamless team communication and timely updates. They deliver real-time […]
Introduction
Rocket.Chat notifications are essential for seamless team communication and timely updates. They deliver real-time alerts about tasks, invoices, user activity, and more. With customizable settings and smooth integration with Add-Ons like New Task Assign and Invoice, Rocket.Chat keeps teams informed, collaborative, and efficient in any workflow. Notifications can be personalized based on channels, users, and triggers to ensure the right people receive the right updates at the right moment. With support for emojis, avatars, and rich formatting, these messages are informative, visually engaging, and easy to follow.
How To Install the Rocket Chat Add-On?
To Set Up the Rocket Chat Add-On, you can follow this link: Setup Add-On
How to use the Rocket Chat Add-On?
Access Settings
- After purchasing, go to System Settings and find RocketChat under it.
Configure Webhook
- On that page, you have to enter the Rocket Chat Webhook URL, with the help of which you can send messages via Rocket Chat.
Additional Settings
- Link Title: Set the name of the link in the message.
- Add Link: Enter the actual clickable URL.
-
Select Logo Type:
- Avatar → Enables “Upload Avatar Image” and allows you to upload a custom avatar image.
- Emoji → Enables an emoji input (e.g., : rocket:).
- Preview Image Toggle:
- ON → Allows you to upload an image to include in messages.
- OFF → No image preview in messages.
- Upload Options:
- Upload Preview Image: Appears if the Preview toggle is ON.
- Upload Avatar Image: Appears if Logo Type is set to Avatar.
Generate API Credentials
-
Follow this guide: https://workdo.io/documents/how-to-generate-the-credentials-from-rocketchat/
Enable Notifications for Add-Ons
- After you do this, you get a chance to choose the notification settings. Here is the way you can enable or disable the notifications of the various Add-Ons.
You can customize notification messages language-wise, for example, if you want to change the message for new user notifications, you can do it here.
For example: If you enable the create user setting from General, then the notification via Rocket Chat will be sent to that particular user when the user is created.
General
- Create User
- New Invoice
- Invoice Status Updated
- New Proposal
- Proposal Status Updated
- Bank Transfer Payment Status Updated
ProductService
- New ProductService
Account
- New Customer
- New Bill
- New Vendor
- New Revenue
- New Payment
CMMS
- Work Order Request
- New Supplier
- New POs
- Work Order Assigned
- New Part
- New Component
- New Location
- New Pms
Hrm
- New Monthly Payslip
- New Award
- New Event
- Leave Approve/Reject
- New Trip
- New Announcement
- New Holidays
- New Company Policy
CRM
- New Lead
- Lead to Deal Conversion
- New Deal
- Lead Moved
- Deal Moved
Pos
- New Purchase
- New Warehouse
Hotel & Room Management
- New Booking Coupon
- New Room Facility
- New Hotel Customer
- New Hotel Service
- New Room Booking
- New Room
- Change Hotel Theme
Sales Agent
- New Program
- Sales Agent Request sent
- Sales Agent Request Accept
- Sales Agent Request Reject
- New Sales Agent
- New Sales Agent Order
- Update Order Status
Fix Equipment
- New Accessories
- New Asset
- New Audit
- New Component
- New Consumables
- New Licence
- New Location
- New Maintenance
Agriculture Management
- New Agriculture Fleet
- New Agriculture Process
- New Agriculture cycle
- New Agriculture Office
- New Agriculture Season
- New Agriculture Crop
- Assign Activity Cultivation
- New Agriculture Activity
- New Agriculture Service
- New Agriculture Cultivation
Tour & Travel Management
- New Season
- New Person Detail
- New Tour Booking
- New Tour Booking Payment
- New Tour
- New Tour Detail
- New Tour Inquiry
- New Transport Type
Newspaper Distribution Management
- New Newspaper Distribution Center
- New Agent
- New Journalist
- New Journalist Information
- New Advertisement
- New Newspaper
School-Institute Management
- New Teacher
- New Admissions
- New Parents
- New Students
- New Homework
- New Subject
- New Time Table
Categories
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