Rocket.Chat – WorkDo Dash SaaS Add-On Guide

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 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?

1. Access Settings

• After purchasing, go to Settings and find Rocket Chat under it.

2. 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.

3. 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: Only if Logo Type is set to Avatar.

4. Generate API Credentials

• Follow this guide: https://workdo.io/documents/how-to-generate-the-credentials-from-rocketchat/

5. 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.