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Workflow Signals
Workflow Signals
  • Getting started with Yoxel Signals for Google Workspace
  • Getting started with Yoxel Signals for MS Teams
  • Getting started with Yoxel Signals for Slack
  • Configuring Salesforce Flow signals
  • Configuring Hubspot Workflow signals
  • Configuring SugarCRM Web Logic Hooks
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  • Prerequisites
  • Adding the app

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Getting started with Yoxel Signals for Webex

Last updated 5 months ago

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Yoxel Signals connects Salesforce Flow with your workspace messaging apps: Webex, Google Workspace, Microsoft Teams, Zoom, giving your CRM admins control over the configuration of data signals.

Prerequisites


Salesforce

  • Yoxel Workspace Sync package (version 2.124 or higher) is installed. .

  • You (Salesforce admin) have the package license (use the 'Manage Licenses' link to assign one).

  • In Salesforce Setup, on the 'Install Packages' page find Yoxel Workspace Sync and click 'Configure' to make sure your package is active and you have access.

  • Review steps 1-4 from Getting started with Yoxel Sync

SugarCRM

  • You (SugarCRM admin) have access to Web Logic Hooks:

  • Configure API Platform 'yoxel':

Hubspot CRM

  • You (Hubspot admin) have access to Automation/Workflows:

Adding the app


You will see the following intro message in a room:

2. Then, use the '@Yoxel token' command to look up your integration token. First time, you will be asked to log into your CRM account:

The token will be shown in your direct chat. Copy the token as you'll need to use it when configuring your workflow signals.

3. Next, go back to your CRM to configure desired workflow signals. Follow these instructions:

4. Once the workflow signals are configured you'll start getting the following notification cards in your rooms:

1. Ask your Webex admin to invite to spaces/rooms to which you want signals to be delivered.

, ,

yoxel@webex.bot
Configuring Salesforce Flow signals
Configuring Hubspot Workflow signals
Configuring SugarCRM Web Logic Hooks
See instructions