How to Connect Rocket.Chat as Data Source
The integration allows you to get new messages from Rocket.Chat. For example, you can send new messages to GoogleSheets or CRM or duplicate them in a group with managers in Discord. Integration will allow you to automate the data processing process as efficiently as possible using the different services that you use.
Let's go through the entire Rocket.Chat setup steps together!
Navigation:
1. What data can I get from Rocket.Chat?
2. How to connect Rocket.Chat account to ApiX-Drive?
3. Link to get data.
4. An example of data on a message from a channel.
To start setup a new connection, click "Create Connection"
Select a system as the Data Source. In this case, Rocket.Chat must be specified.
Next, you need to specify the action, "Get DATA".
The next step is to select the Rocket.Chat account from which will get the data.
If there are no accounts connected to the system, click "Connect account".
Specify the name of your account (if necessary) and click "Save".
After that, the page will reload and the saved account will automatically selected.
If this does not happen, select the created account in the list.
Copy the link in the "URL for receiving data" field and go to your Rocket.Chat personal account.
In your Rocket.Chat personal account on the main page on the left, click three dots, in the Administration section select Workspace and enter the admin panel.
Go to the Integrations section, click New on the top right to create a new integration.
Select Outgoing to set up an outgoing webhook. In the Event Trigger field, select an event upon the occurrence of which the data will be sent to the Webhook, in this example we select Message Sent. Make sure that the box next to Enabled is in the enabled position, as in the screenshot.
In the Name (optional) field, give the name of your integration.
Next, enter @user or #channel in the Channel field. For example: @john or #general. Or type:
- all_public_channels - to receive messages from all public channels;
- all_private_groups - to receive messages on all private channels;
- all_direct_messages - to receive direct messages.
In this example, we specify "all_public_channels" to receive messages from all public channels.
Now paste the previously copied link into the URLs field. Also, in the Post as field, specify the user under which this integration will be published, note that the user must already exist.
At the end of the settings list, click Save to save. Webhook transmission connection completed.
Note! After setup, our system will not immediately have test data and a list of fields, because nothing has come to the new URL yet.
It is necessary to commit an event, for example, write to chat.
After that, at the Test stage in the Data Source, fields with data will displayed.
If this does not happen, click "Load test data from Rocket.Chat" or repeat the test data generation, or wait for a while, the data does not come immediately, but within 1 minute.
If necessary, you can set up a Data Filter, or click "Continue" to skip this step.
To find out how to configure the Data Filter, follow the link: https://apix-drive.com/en/help/data-filter
Now you can see the test data for one of the messages.
If the test data does not appear automatically, click "Load test data from Rocket.Chat" or try to generate actions in your Rocket.Chat using testing.
If you are satisfied with everything, click "Next".
Note! After setup, our system will not immediately have test data and a list of fields, because nothing has come to the new URL yet.
It is necessary to commit an event, for example, write to chat.
After that, at the Test stage in the Data Source, fields with data will displayed.
If this does not happen, click "Load test data from Rocket.Chat" or repeat the test data generation, or wait for a while, the data does not come immediately, but within 1 minute.
This completes the entire Data Source setup! See how easy it is!?
Now you can start setup the Data Destination system.
To do this, setup it yourself or go to the help section "Data Destination", select the service you need as Data Destination, and follow the setup recommendations.
Good luck!
