> ## Documentation Index
> Fetch the complete documentation index at: https://docs.rootly.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Webex

> Connect Webex to Rootly to automatically create a meeting bridge for each incident and post the link into the incident's Slack channel.

Rootly's Webex integration automatically creates a dedicated meeting bridge for each incident so responders can jump into a call without manual setup. When an incident is declared, a workflow action spins up a Webex meeting and posts the link directly into the incident's Slack channel.

<CardGroup cols={2}>
  <Card title="Automatic Meeting Creation" icon="video">
    One Webex meeting per incident, created the moment the workflow triggers.
  </Card>

  <Card title="Dynamic Meeting Names" icon="pen-to-square">
    Set titles using Liquid variables like `{{ incident.title }}` or `{{ incident.severity }}`.
  </Card>

  <Card title="Slack-Native" icon="hashtag">
    The meeting link is automatically posted to the incident's Slack channel.
  </Card>

  <Card title="Secure Passwords" icon="lock">
    Rootly generates a secure password for each meeting automatically.
  </Card>
</CardGroup>

## Before You Begin

* You must have a Webex account (a service account is recommended)
* You must be a Rootly admin to install the integration
* The Slack integration should already be configured if you want meeting links posted to incident channels

<Note>
  Rootly recommends installing with a **service account** (for example, `incidents@yourcompany.com`) rather than a personal account. This ensures the integration stays active if the installing user leaves the company.
</Note>

## Installation

<Steps>
  <Step title="Open Integrations">
    In Rootly, go to **Configuration → Integrations** and find **Webex**. Click **Setup**.

    <Frame>
      <img alt="Rootly integrations page showing Webex" src="https://mintcdn.com/rootly/ljLqQxzWDg3HgLpA/images/integrations/webex/installation/images-1.webp?fit=max&auto=format&n=ljLqQxzWDg3HgLpA&q=85&s=bbfd26542f6a3a87f1f6676f8655e697" width="867" height="481" data-path="images/integrations/webex/installation/images-1.webp" />
    </Frame>
  </Step>

  <Step title="Authorize in Webex">
    You'll be redirected to Webex. Sign in with your Webex account (or create one), then click **Allow** to grant Rootly access.

    <Frame>
      <img alt="Webex OAuth authorization screen" src="https://mintcdn.com/rootly/ljLqQxzWDg3HgLpA/images/integrations/webex/installation/images-2.webp?fit=max&auto=format&n=ljLqQxzWDg3HgLpA&q=85&s=10d13eb2726d6ce8fb8478d4f71ab371" width="864" height="473" data-path="images/integrations/webex/installation/images-2.webp" />
    </Frame>
  </Step>

  <Step title="Confirm Connection">
    You'll be redirected back to Rootly. The integration will show as **Connected**.

    <Frame>
      <img alt="Webex integration connected in Rootly" src="https://mintcdn.com/rootly/ljLqQxzWDg3HgLpA/images/integrations/webex/installation/images-3.webp?fit=max&auto=format&n=ljLqQxzWDg3HgLpA&q=85&s=0050b7309450cd9422b9f764a3276bcb" width="866" height="478" data-path="images/integrations/webex/installation/images-3.webp" />
    </Frame>
  </Step>
</Steps>

## Workflow Actions

The Webex integration unlocks a workflow action that automatically creates a Webex meeting for each incident. If you're unfamiliar with how workflows function, see the [Workflows](/workflows/workflows) documentation first.

<Frame>
  <img alt="Webex workflow action in Rootly" src="https://mintcdn.com/rootly/ljLqQxzWDg3HgLpA/images/integrations/webex/workflows/images-1.webp?fit=max&auto=format&n=ljLqQxzWDg3HgLpA&q=85&s=f40799eef4c65337c0c7c4a97b55df95" width="879" height="491" data-path="images/integrations/webex/workflows/images-1.webp" />
</Frame>

### Create Webex Meeting

This action creates a Webex meeting link for a specific incident.

<Warning>
  Rootly enforces one Webex meeting per incident. If this action runs again for the same incident, it will be skipped.
</Warning>

<Frame>
  <img alt="Create Webex Meeting action configuration" src="https://mintcdn.com/rootly/ljLqQxzWDg3HgLpA/images/integrations/webex/workflows/images-2.webp?fit=max&auto=format&n=ljLqQxzWDg3HgLpA&q=85&s=efdf37051aa6dadc8fc8bce1f2c0cab1" width="892" height="506" data-path="images/integrations/webex/workflows/images-2.webp" />
</Frame>

<ParamField body="Meeting Name" type="string">
  The title of the Webex meeting. Defaults to `{{ incident.title }}`. Supports [Liquid variables](/liquid/incident-variables).
</ParamField>

<ParamField body="Password" type="string">
  The meeting password. Leave blank to have Rootly generate a secure password automatically.
</ParamField>

<ParamField body="Slack Channels" type="string">
  One or more Slack channels to post the meeting link to. Use `{{ incident.slack_channel_id }}` to post to the incident channel, or `{{ parent_incident.slack_channel_id }}` for the parent incident's channel.
</ParamField>

<Tip>
  Use the [Liquid Variable Explorer](https://rootly.com/account/help/liquid-explorer) to preview what values Liquid variables return before saving your workflow.
</Tip>

## Uninstall

To remove the Webex integration:

1. Go to **Configuration → Integrations** and find **Webex**
2. Click **Connected** to reveal the disconnect option
3. Click **Disconnect**

<Frame>
  <img src="https://mintcdn.com/rootly/QMD-dNqeYW4BA9dg/images/integrations/common/uninstall-connected.png?fit=max&auto=format&n=QMD-dNqeYW4BA9dg&q=85&s=dbb790e2576c8969bba96bc26c95265f" alt="Click Connected to reveal the Disconnect option" width="319" height="188" data-path="images/integrations/common/uninstall-connected.png" />
</Frame>

## Frequently Asked Questions

<AccordionGroup>
  <Accordion title="Can I create multiple Webex meetings for one incident?" icon="video">
    No. Rootly enforces one Webex meeting per incident. If the **Create Webex Meeting** action runs again for the same incident, it will be skipped.
  </Accordion>

  <Accordion title="Do I need a paid Webex account?" icon="circle-info">
    A free Webex account works for basic meeting creation. However, some meeting features (longer durations, larger participant limits) require a paid Webex plan.
  </Accordion>

  <Accordion title="Can I customize the meeting name per incident type?" icon="heading">
    Yes. Use Liquid variables in the **Meeting Name** field. For example: `{{ incident.severity }} - {{ incident.title }}` will produce names like `SEV1 - Database Outage`.
  </Accordion>

  <Accordion title="What trigger should I use for this action?" icon="bolt">
    The most common trigger is **Incident Created**. This creates the meeting immediately when an incident is declared. You can also use **Incident Updated** if you want to create a meeting only when certain conditions are met (for example, severity escalates to SEV1).
  </Accordion>

  <Accordion title="How do I make sure the meeting link appears in Slack?" icon="hashtag">
    Set the **Slack Channels** field to `{{ incident.slack_channel_id }}`. This requires the Slack integration to be installed and a channel to already exist for the incident (typically created by a separate workflow action earlier in the same workflow).
  </Accordion>

  <Accordion title="Can I connect multiple Webex accounts?" icon="circle-info">
    Only one Webex account can be connected at a time per Rootly organization.
  </Accordion>

  <Accordion title="What permissions does Rootly request from Webex?" icon="lock">
    Rootly requests OAuth permissions to create meetings on behalf of the connected account. Rootly does not read your existing meetings or contacts.
  </Accordion>

  <Accordion title="What happens if the installing user leaves the company?" icon="user">
    If the Webex account used during OAuth setup is deactivated, the integration will stop working. Use a shared service account (for example, `incidents@yourcompany.com`) to avoid this.
  </Accordion>
</AccordionGroup>

## Related Resources

* [Workflows](/workflows/workflows)
* [Incident variables](/liquid/incident-variables)
* [Integrations overview](/integrations/overview)
