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Use Webex when your workflow needs to create or update teams and rooms, send messages, or look up people and memberships. It fits steps that need collaboration data from your connected account.

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Configuration

Before you configure this step, connect Webex in Integrations for your workspace using the sign-in flow. If no active connection is available, the step shows a warning with a link to Integrations instead of the account selector.

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Arguments form

When you select an action, the Arguments section renders a form driven by the action’s input schema. Fields that refer to existing records include dropdown pickers. Switch to the Raw JSON tab when you prefer to write the full arguments object by hand. Changes in either tab stay in sync.

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Common actions

Destructive actions, such as deleting records, are not available in the workflow action picker.

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Output

This step stores the Webex response as the step output. The shape of the response depends on the action. Use the full output reference in later steps:

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Example

  1. Open Integrations and connect Webex if you have not already done that.
  2. Add a Webex step to your workflow.
  3. Select a connected account in Authentication.
  4. Choose Get Team Details in Action.
  5. Fill in the required fields. Use Insert Variable to reference an earlier step’s output for any field value.
  6. Click Run in the step header to test the action, then review the returned payload in Output.

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Use cases

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Create a team and room

  1. Create Team
  2. Create Room
  3. Create Message

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Review room activity

  1. List Rooms
  2. Get Room Details
  3. List Messages

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Find a person

  1. List People
  2. Get Person Details

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Notes

  • This step depends on a connected Webex integration in your workspace.
  • The workflow action picker shows a curated set of actions. Agents with the Webex tool can use more of them.
  • The sign-in screen may show third-party authorization branding.

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Using Webex as an Agent Tool

You can also add Webex as a tool in the Agent Editor. Open the agent, click Add tool, and select Webex. In the tool settings panel, choose the connected account the agent should use. The agent calls Webex actions when they are relevant to the conversation. See also: Integrations, Creating and Editing, and Testing and Iteration