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Using Zapier App
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With the Zapier app installed on your workspace by the workspace administrator, you can start using the integration by simply going to the Zapier platform and creating Zaps with the Rocket.Chat
app.
To verify the installation of the app, navigate to Administrator > Apps > Installed
The Rocket.Chat app on the Zapier platform can function both as a trigger and an action in creating your Zap. For a comprehensive list of available actions and triggers, refer to this list Rocket.Chat Zapier actions and triggers.
To illustrate the integration's functionality, we have provided some example Zaps:
Using Rocket.Chat Trigger to Rocket.Chat Action
Rocket.Chat Trigger to External Action
External Trigger to Rocket.Chat Action
Zapier Rocket.Chat trigger to Rocket.Chat action
This example makes use of the Rocket.Chat New channel
trigger and the Send direct message
action.
This sends a direct message to a user when a new Channel is created.
Zapier Send a direct message when a new channel is created
Follow these steps to create the zap.
Log in to your Zapier dashboard
Click on +Create Zap to begin creating a new Zap
Search and select the
Rocket.Chat
app as TriggerIn the event field, select the
New channel
eventIn the Account settings, click Sign in to your Rocket.Chat workspace. A window pops up requesting your workspace URL
Fill in your workspace BaseURL then click Yes, continue
Authorize with the Rocket.Chat OAuth to link the currently logged-in user
Click Continue after a successful connection then Test Trigger
After Configuring the Zapier trigger, the next step is configuring the action.
Search and select the
Rocket.Chat
app as the Action appIn the event field, select the
Send direct message
event and ContinueSelect the Rocket.Chat workspace linked above or connect another Rocket.Chat workspace to use
Configure the desired field in the action section to format the message structure using the example data available
Message: The message text to send.
User: Select the user to be DMed.
Alias: The user to send the message as.
Click Continue then Test action. You receive a test message formatted as configured.
Publish and Turn On the Zap
After creating the Zap, you can test its functionalities by Creating a new channel and confirm you received a message from the zapier.bot
with the Alias you configured with information about a newly created channel.
![Using Zapier App zoom2.avif](http://cdn.us.document360.io/6ae79a05-7252-45d0-96e8-8f375e07b1b2/Images/Documentation/Using Zapier App zoom2.avif)
Zapier Rocket.Chat trigger to external action
This example makes use of the Rocket.Chat New message posted on public channel
trigger and the Google Sheets Create Spreadsheet Row in Google Sheets
action.
This creates a Google Sheet row to an existing sheet when a message is posted in any public Rocket.Chat channel.
Zapier Create Google Sheet row when a message is posted in a public channel
Follow these steps to create the zap.
Log in to your Zapier dashboard
Click on +Create Zap to begin creating a new Zap
Search and select the
Rocket.Chat
app as TriggerIn the event field, select the
New message posted on public channel
eventIn the Account settings, click Sign in to your Rocket.Chat workspace. A window pops up requesting your workspace URL
Fill in your workspace BaseURL then click Yes, continue
Authorize with the Rocket.Chat OAuth to link the currently logged-in user
Click Continue and choose the public Channel to listen in on your workspace then Test Trigger
After Configuring the Zapier Trigger, the next step is configuring the Action.
Search and select the
Google Sheets
app as the Action appIn the event field, select the
Create Spreadsheet Row
event and ContinueIn the Account settings, click Sign in to authenticate and connect your Google account
Select the desired Drive, Spreadsheet, and Worksheet to write to
Set the data to be inputted under the respective Sheet column
Click Continue then Test action. You see the sheet filled with some example data
Publish and Turn On the Zap
After creating the Zap, whenever a message is posted in the specified channel, a Google Sheet row gets created
![Using Zapier App5.avif](http://cdn.us.document360.io/6ae79a05-7252-45d0-96e8-8f375e07b1b2/Images/Documentation/Using Zapier App5.avif)
Zapier external trigger to Rocket.Chat action
This example makes use of the New Message Posted to Channel
in Slack trigger and the Send private channel message
Rocket.Chat action.
This forwards any message sent in a Slack channel to a private channel in Rocket.Chat.
Zapier forward Slack Messages to Rocket.Chat channel
Follow these steps to create the zap.
Log in to your Zapier dashboard
Click on +Create Zap to begin creating a new Zap
Search and select the
Slack
app as TriggerIn the event field, select the
New Message Posted to Channel
event and ContinueIn the Account settings, click Sign in to authenticate and connect your Slack account
Select the Slack Channel to listen to and Continue
After Configuring the Zapier Trigger, the next step is configuring the Action.
Search and select the
Rocket.Chat
app as the Action appIn the event field, select the
Send private channel message
event and ContinueSelect a linked Rocket.Chat workspace Sign in to a Rocket.Chat workspace to use
Configure the desired field in the action section to format the message structure using the example data available
Message: The message text to send.
Group: The private Rocket.Chat group to post the message in.
Alias: The user to send the message as.
Click Continue then Test action. You receive a test message in then private group formatted as configured
Publish and Turn On the Zap
After creating the Zap, whenever a message is posted in the specified Slack channel, it gets forwarded to a Rocket.Chat private channel.
![Using Zapier App8.avif](http://cdn.us.document360.io/6ae79a05-7252-45d0-96e8-8f375e07b1b2/Images/Documentation/Using Zapier App8.avif)