Introduction
In order to use the Webex integration, you will first need to create a Webex app, to generate the required API credentials. This guide will take you through the process of setting up that app, what information you will need to enter, and how to then retrieve and add your credentials to the Vuture platform.
Requirements
NOTE: Due to the way Webex has been developed, the account used to set up the integration will also need to be the same account used to set up the webinars used on that integration. As a result of this limitation we advise that you set up a generic account with developers privileges to use for both setting up the app, authorising the app, and creating the webinars. You can then add panellists to these webinars, and once added these panellists can manage the webinar from that point forward. See this article for more details.
Restrictions
Please note that we do not currently support the new "webinar series" functionality provided by Webex. However you can still create single webinars and add them to a form in a series using Vuture’s multi webinar functionality. Please see this article for more details - Adding Webinars to Forms - Single Webinars plus Multi Webinars or a Webinar Series
Step by Step Guide - create a new integration and authenticate
Navigate to https://developer.webex.com/ and sign in with a developer level account.
Click on Start Building Apps in the bottom left of the screen.
Select Create an Integration option from the menu.
Now follow the guidelines below for these options and fill in the following information:
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Mobile SDK: Should be set to No as this will not be a mobile app
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Integration name (required): can be anything, but we suggest ‘Vuture Integration’ for clarity.
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Icon (required): Either choose from one of the Webex defaults, or upload your own if required.
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App Hub Description (required): App Hub Description is for Webex’s app hub. However, as this app will not be published on the app hub, this can be anything. Again, we recommend ‘Vuture Integration’ for clarity.
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Redirect URL: Just like the previous integration, you will need to add your redirect URL. This will be your Vuture instance URL with mvc/webinar/oauth added at the end (e.g. https://example.vuture.net/mvc/webinar/oauth). Important: Please ensure this URL is all in lower case and in the correct format as the integration will not work without it.
Scopes
Scopes define the functionality and the access the app will have to your firm’s system, so you should ensure that you pick only the ones listed below.
Important: Please ensure that you have added only the scopes listed. If these are added incorrectly the integration will not work.
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Meeting:participants_read - Allows Vuture to pull back the details of the webinar attendees to write back to your CRM
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Meeting:schedules_read - Allows Vuture to pull back your webinar details
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Meeting:schedules_write - Allows Vuture to manage your webinars
You can now select Add Integration.
Authorising the Integration
Your credentials will now be displayed. Take a screenshot, copy and paste into Notes or otherwise record these details for yourself securely. You will need these credentials to add to the webinar support tool as described here. This step will need to be completed by the same technical contact that set up the app in Webex.
You will only need the Client ID and Secret from this page. Please ignore the ‘Oauth Authorization URL’.
Other Considerations
Important: When adding a webinar to your Vuture forms you will now need to take the meeting ID from the URL for that meeting in Webex.
To access this, log into Webex and navigate to the desired webinar. Once you have the webinar open you will see the required meeting ID in the URL as shown below:
Please enter this ID into the ‘Webinar ID’ field on the form editor as described here.
