This article describes the action available when you connect Webex to HappyFox Workflows, and lists the meeting operations you can automate with this integration. Click Here to see how to setup your integration
Triggers
The Webex integration does not provide triggers. Workflows that include Webex actions are started by a HappyFox Help Desk trigger or another connected app.
Actions
| Action | What it does |
|---|---|
| Create Meeting | Schedules a new Webex meeting and returns the meeting details, including the join link. |
The action below lists the fields you configure, along with whether each field is required.
Validation note legend
| Term | Meaning |
|---|---|
| Required | The field must be filled in for the action to run. |
| Optional | The field can be left blank; the action will still run. |
| Text | A plain text value. |
Create a Meeting
Schedules a new Webex meeting with the specified title, time window, and optional attendees. Attendee emails are parsed from a comma-separated string and sent as individual invitees to the Webex API.
| Field | Description | Validation |
|---|---|---|
| Title | The name of the meeting as it will appear in Webex. | Required · Text |
| Start Time | The date and time the meeting begins, in ISO 8601 UTC format (YYYY-MM-DDTHH:MM:SSZ). |
Required · Text |
| End Time | The date and time the meeting ends, in ISO 8601 UTC format (YYYY-MM-DDTHH:MM:SSZ). |
Required · Text |
| Agenda | A description or agenda for the meeting. | Optional · Text |
| Attendees Emails | A comma-separated list of email addresses to invite to the meeting (for example, [email protected], [email protected]). Each address is trimmed of whitespace before being sent. |
Optional · Text |
Note: Start Time and End Time must be entered in ISO 8601 format with times in UTC — not your local time zone. If your workflow pulls a time value from a ticket field or another action, convert it to UTC before passing it into this action.
Use cases
Schedule a Webex meeting when a ticket requires a live support session: When a ticket is assigned or escalated and the agent determines that a live session is needed, automatically create a Webex meeting and add the join link as a reply on the ticket — giving the contact a direct link without the agent manually scheduling and sharing the meeting separately.
Create a Webex meeting when a high-priority ticket is opened: When a ticket is created with critical or urgent priority, automatically schedule a Webex meeting and post the join link as a private note on the ticket — so the assigned agent has a meeting ready to send the moment they pick up the ticket.
Schedule a follow-up meeting when a ticket is resolved: When a ticket is resolved, automatically create a Webex meeting for a post-resolution check-in and send the join link to the contact as a closing reply — ensuring the customer has a way to reconnect with the support team without raising a new ticket.
Create a Webex meeting for recurring account review tickets: When a ticket tagged for account review or quarterly check-in is created, automatically schedule a Webex meeting and include the join link in the initial reply — reducing the back-and-forth of finding a meeting link after the ticket is already open.