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Workload – Automation Software
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Workload – Automation Software
  • Product
    • Solutions
      • Forms
      • Automate Your AdOps
      • Automate Your HR & Recruiting
    • Integrations
    • Templates
    • Company
      • Blog
      • Integrations
      • Apps
      • Case Studies
      • Experts
      • About
        • Privacy
        • Terms of Service
  • Resources & Support
  • Pricing
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  • Get Started

What can we help you with?

Getting Started

  • Workload Quickstart Guide
  • Automation 101
  • How to Share Your Workspace
  • What Is Workflow Automation?

Creating Workflows

  • Create workflows (Quick Start Guide)
  • Loop through Workload actions
  • What Is Workflow Automation?
  • Workload Editor Filters: Unlock Smarter Workflow Automation
  • Workflow Building: Adding Steps and Paths to a Workflow
  • Workflow Building: Using Delays in Workflows
  • Identify, Diagnose, Fix: A Guide to Correcting Workflow Errors

Managing Workflows

  • Connect an account to Workload
  • How to copy from one workspace to another
  • How to initialize a workflow after copying
  • How to share a workflow as a template with anyone
  • How to Share Your Workspace
  • Workload Editor Filters: Unlock Smarter Workflow Automation
  • Workflow Building: Adding Steps and Paths to a Workflow
  • Workflow Building: Using Delays in Workflows
  • Identify, Diagnose, Fix: A Guide to Correcting Workflow Errors
  • Workflow Building: Fix Workflow Mistakes with the Undo and Redo Buttons
  • Workflow Building: Reordering Workflow Steps

Partner Integrations

  • How do I enable and use the Lever integration?
  • How do I enable and use the Webex integration?
  • How do I enable and use the Zoom integration?
  • How to set up the DrChrono integration with Workload
  • How to find your PEP Cloud (Painter’s Estimating Program) API Key
  • Odoo Contact Creation with WL Forms
  • Gmail to Google Sheets Automation
  • Gmail Email to Slack Channel Message
  • Copy Events Between Google Calendars
  • Automate Google Forms and Slack with AI by Workload
  • Integrate Google Forms and Gmail
  • Automate Emails with Typeform and Gmail
  • Automate Patient Data with DrChrono, Google Sheets, and Gmail
  • Automate New Patient Creation with Jotform and DrChrono
  • Trello Google Calendar Automation: Create Trello Cards from Calendar Events
  • Trello Google Forms Automation: Create Cards from Form Responses
  • Google Sheets Trello Automation: Create Trello Cards from New Spreadsheet Rows
  • Google Sheets Mailchimp Integration: Add Contacts from Spreadsheet Rows
  • DrChrono Google Calendar Integration: Use Webhooks for Automated Appointments
  • Airtable to Mailchimp Integration: Automatically Sync New Contacts
  • Typeform to Airtable Integration: Automated Record Creation
  • Airtable Gmail Integration: New Airtable Records to Sending Emails in Gmail
  • Outlook to Google Calendar Integration: Sync Calendar Events
  • Google Calendar to Outlook Integration: Instant Event Sync
  • Typeform and Outlook Integration: Email New Form Entries
  • Calendly to Google Sheets: Streamline Scheduling with Calendly Invite Logging
  • Calendly to Slack Integration: Instant Slack Alerts from Calendly
  • Google No-Code Workflow: Calendar Event to Sheets Sync
  • Google No-Code Workflow: Sheets to Calendar Sync
  • Google Sheets to Slack Messaging: A No-Code Workflow Tutorial
  • Shopify Orders to Google Sheets Sync: No- Code Workflow
  • Shopify Order to Slack Message | No-Code Automation Tutorial
  • Create Shopify Customers from Jotform Responses | No-Code Workflow
  • Shopify Mailchimp Contact Sync | No-Code Workflow
  • HubSpot to Mailchimp Sync: Hubspot Contacts to Mailchimp Lists | No-Code Workflow
  • HubSpot Form Submissions into Slack Messages | Step-by-Step No-Code Workflow Tutorial
  • Automate HubSpot Form Submissions to Google Sheets | Step-by-Step, No-Code Guide
  • Gmail Alert from Google Sheets | No-Code Automation
  • Google Calendar to Slack Status | No-Code Workflow
  • Mailchimp to HubSpot Subscriber Sync | No-Code Workflow
  • Gmail to Slack Channel Messages | No-Code Workflow Tutorial
  • Create Google Events from Calendly Invitees | No‑Code Workflow Tutorial
  • Gmail Reminder Before Calendar Event | No‑Code Workflow Tutorial
  • Google Calendar Todoist Task Sync | No-Code Workflow Tutorial
  • Google Tasks Todoist Sync | Automatically Create Tasks with No Code
  • Create Todoist Tasks from Starred Gmails | No Code Workflow ⭐ ⇨ ✅
  • Sync Outlook Calendar Events with Todoist Tasks | No-Code Workflow 🗓️⇨ ✅

Utilities

  • Loop through Workload actions
  • Workload Editor Filters: Unlock Smarter Workflow Automation
  • Home
  • Docs
  • Partner Integrations
  • How do I enable and use the Webex integration?

How do I enable and use the Webex integration?

Table of Contents
  • Enable the Workload – Webex integration (video)
  • Setup the integration (triggers):
    • Step 1: Connecting the webhook
  • Setup the integration (actions):
    • Step 1: Connecting the Integration
    • Step 2: Complete the workflow 
  • How to use the integration:
  • How to disable the integration:

The Workload integration enables you to connect and integrate Webex with hundreds of popular business applications to build automated workflows for your team or company.

Enable the Workload – Webex integration (video) #

Setup the integration (triggers): #

Step 1: Connecting the webhook #

1. In the Workload dashboard, click on “Create New” to build a new workflow in the editor.

2. Hover over the trigger step and click on “Edit”. Select “Webex” from the list of apps. Click “NEXT”.

3. Select any of the Webex specific events to trigger your workflow. In this example we will use, “New Meeting”. This will trigger your workflow any time a new meeting is created on your account. Click the “Next” button.

4. You should see a “Success” message, stating the trigger was created successfully. Now it’s time to “Load Data”.

5. Workload will now listen for events matching “new meetings” in Webex. Go ahead and create a meeting inside your Webex dashboard to test this connection is working.

You can now go on to add an action by dragging the handle of the trigger node onto the empty canvas and following the rest of this document for setting up actions.

Setup the integration (actions): #

Note: Access role must be Super Admin in order to set up the integration.

Step 1: Connecting the Integration #

1. In the Workload dashboard, click on “Create New” to build a new workflow in the editor.

2. Click “Create Trigger” and set up a trigger to run your workflow. Click and drag the handle onto the canvas to create an “Action”. Click on the “Action” node to edit.

3. Select “Webex” and choose an action. Click next to go to the “Authenticate” step.

4. Click on “ADD NEW” and follow the pop up modal instructions. 

Step 2: Complete the workflow  #

1. Once you press “Accept”, you’ve granted Workload access to your Webex account. Ensure you have selected the newly created credential before moving on to the next step. Click “NEXT”.

2.  Fill in Action Details with any relevant information if necessary. Click “NEXT”.

3. Click on “TEST ACTION”

4. Review the data that was just pulled from your Webex account to ensure there aren’t any errors.

5. Give the workflow a name in the title bar above.

6. Activate the workflow by clicking on the slider in the upper right corner. It will turn green and say “ON” if it is active.

7. Press the blue “save” button in the lower left corner.

8. To exit the editor, click on the “back” chevron next to the Workload logo in the upper left corner. You will return to the dashboard where you’ll see your new workflow plus any other workflows you’ve created. 

How to use the integration: #

You can now move data in and out of Webex in a flexible way. Common use cases are to pull reports from various sources in Webex into a Google Sheet once every few days for reporting purposes, or send messages in Slack when a team member is invited to an interview panel. The combinations are limitless. 

How to disable the integration: #

1. Navigate to the “Connections” tab in the main sidebar menu.

2. Check the box for “Webex”

3. Click on “Remove” to disable the integration and revoke Workload’s token

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Updated on April 27, 2022
How do I enable and use the Lever integration?How do I enable and use the Zoom integration?

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Table of Contents
  • Enable the Workload – Webex integration (video)
  • Setup the integration (triggers):
    • Step 1: Connecting the webhook
  • Setup the integration (actions):
    • Step 1: Connecting the Integration
    • Step 2: Complete the workflow 
  • How to use the integration:
  • How to disable the integration:
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