RocketChat consultants

We can help you automate your business with RocketChat and hundreds of other systems to improve efficiency and productivity. Get in touch if you’d like to discuss implementing RocketChat.

Integration And Tools Consultants

Rocketchat

About RocketChat

Rocket.Chat is a self-hosted team communication platform that gives organisations full control over their messaging data. It supports channels, direct messages, file sharing, and video calls, similar to Slack but running on your own infrastructure. The Rocket.Chat node allows automation workflows to send messages, create channels, manage users, and respond to events within your Rocket.Chat instance.

Businesses that need to keep communications on-premise for compliance or security reasons often choose Rocket.Chat. Automation use cases include posting automated alerts from monitoring systems, creating dedicated channels for new projects or clients, sending workflow notifications to specific teams, and archiving conversation data for audit purposes. Government agencies, healthcare providers, and financial institutions are common users.

Osher helps organisations connect Rocket.Chat to their wider business automation systems. We build workflows that route notifications from CRMs, project management tools, and monitoring platforms directly into the right Rocket.Chat channels. Instead of your team checking multiple dashboards and inboxes, critical information arrives where they are already working. We also set up automated responses and escalation workflows that reduce response times for support and operations teams.

RocketChat FAQs

Frequently Asked Questions

What actions can I automate with the Rocket.Chat node?

Why would I choose Rocket.Chat over Slack for my organisation?

Can I build a chatbot using Rocket.Chat and automation workflows?

Does the Rocket.Chat node support sending rich messages with formatting?

Can I trigger a workflow when someone sends a message in Rocket.Chat?

How do I authenticate my automation workflow with Rocket.Chat?

How it works

We work hand-in-hand with you to implement RocketChat

Step 1

Set Up Rocket.Chat Access Credentials

Create a dedicated bot user in your Rocket.Chat instance and generate a personal access token. Record the instance URL, user ID, and token for use in your automation workflow configuration.

Step 2

Add the Rocket.Chat Node to Your Workflow

Insert the Rocket.Chat node into your automation workflow and configure it with your instance URL and authentication credentials. Test the connection to confirm your workflow can communicate with your Rocket.Chat server.

Step 3

Select the Action Type

Choose the operation you want to perform: send a message, create a channel, post a file, retrieve messages, or manage users. Each action maps to a specific Rocket.Chat API endpoint.

Step 4

Configure Message Content and Targeting

Specify which channel or user should receive the message. Build the message content using data from previous workflow nodes, and add formatting, links, or attachments as needed.

Step 5

Set Up Incoming Webhooks for Triggers

If you need Rocket.Chat events to start your workflow, configure an outgoing webhook in Rocket.Chat that sends event data to your automation platform’s webhook URL. Set filters for specific channels or message patterns.

Step 6

Test the Full Message Flow

Run a test execution to verify messages appear correctly in the target Rocket.Chat channel. Check formatting, links, and attachments. Confirm that any incoming webhook triggers fire your workflow as expected.

Transform your business with RocketChat

Unlock hidden efficiencies, reduce errors, and position your business for scalable growth. Contact us to arrange a no-obligation RocketChat consultation.