Automatic Meeting Creation
One Webex meeting per incident, created the moment the workflow triggers.
Dynamic Meeting Names
Set titles using Liquid variables like
{{ incident.title }} or {{ incident.severity }}.Slack-Native
The meeting link is automatically posted to the incident’s Slack channel.
Secure Passwords
Rootly generates a secure password for each meeting automatically.
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
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.Installation
1
Open Integrations
In Rootly, go to Configuration → Integrations and find Webex. Click Setup.

2
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.

3
Confirm Connection
You’ll be redirected back to Rootly. The integration will show as Connected.

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 documentation first.
Create Webex Meeting
This action creates a Webex meeting link for a specific incident.
string
The title of the Webex meeting. Defaults to
{{ incident.title }}. Supports Liquid variables.string
The meeting password. Leave blank to have Rootly generate a secure password automatically.
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.Uninstall
To remove the Webex integration:- Go to Configuration → Integrations and find Webex
- Click Connected to reveal the disconnect option
- Click Disconnect

Frequently Asked Questions
Can I create multiple Webex meetings for one incident?
Can I create multiple Webex meetings for one incident?
No. Rootly enforces one Webex meeting per incident. If the Create Webex Meeting action runs again for the same incident, it will be skipped.
Do I need a paid Webex account?
Do I need a paid Webex account?
A free Webex account works for basic meeting creation. However, some meeting features (longer durations, larger participant limits) require a paid Webex plan.
Can I customize the meeting name per incident type?
Can I customize the meeting name per incident type?
Yes. Use Liquid variables in the Meeting Name field. For example:
{{ incident.severity }} - {{ incident.title }} will produce names like SEV1 - Database Outage.What trigger should I use for this action?
What trigger should I use for this action?
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).
How do I make sure the meeting link appears in Slack?
How do I make sure the meeting link appears in Slack?
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).Can I connect multiple Webex accounts?
Can I connect multiple Webex accounts?
Only one Webex account can be connected at a time per Rootly organization.
What permissions does Rootly request from Webex?
What permissions does Rootly request from Webex?
Rootly requests OAuth permissions to create meetings on behalf of the connected account. Rootly does not read your existing meetings or contacts.
What happens if the installing user leaves the company?
What happens if the installing user leaves the company?
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.