With the Cisco Webex integration, it is possible get a notification with submission data, on the Webex space of your choice. If Webex is already part of your workflow, then this will surely be a great addition to it.
A paid plan is required in order to use Webex. If you want to test the integration you can do so by registering for a free 14-day trial.
Not entirely sure how to set up the integration? Make sure to learn about it in our dedicated article first.
Connecting the Integration
You can connect the integration either by navigating to the "Integrations" tab in the navbar or by opening the dropdown menu of your project's card and selecting "Connect" - then just click "Connect" on Webex's card.
In order to connect the integration, start by logging in to your Webex account:
Once you have logged in, you'll need to authorize involve.me to connect to your Webex account. Just click "Accept" and you'll be all set.
Once the integration is connected to a project, you can choose which Webex team/space should receive the notifications and which custom fields should be included in your notification messages.
You can access the integration settings by clicking "Connect" on the navbar (when inside the Editor) or by opening the dropdown in your project card and selecting "Connect". Then just click the "Manage Custom Fields" button.
Good to Know
If you have configured a Webex integration on a project and you duplicate said project, your integration settings will duplicate as well.
Opt-in Checkbox and GDPR
In order to be fully GDPR compliant, you will need to tick the option "Only trigger integration when opt-in checkbox element was selected" on your integration's settings and add a dedicated opt-in checkbox that sends data over to the integration, from your involve.me project.
Here's a step-by-step guide on how to set it up.
If GDPR is of no concern to you, then you can skip this step.
Testing Your Integration
Once the integration has been set up and connected to your project, it will be time to test it in order to ensure everything is working as intended, learn how to do it here.
If you still have any questions, please feel free to contact our support team.