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build-zoom-phone-integration

by anthropics

Reference skill for Zoom Phone. Use after routing to a phone workflow when implementing OAuth, Phone APIs, webhooks, Smart Embed events, URI schemes, CRM or CTI dialers, or call handling automation.

Overview

SKILL.mdRead at 8444efc

/build-zoom-phone-integration

Background reference for Zoom Phone integrations across API, webhook, Smart Embed, and URI-launch workflows.

Implementation guidance for Zoom Phone integrations across API, webhook/event, Smart Embed, and URI-launch workflows.

Official docs:

  • https://developers.zoom.us/docs/phone/
  • CRM sample reference: https://github.com/zoom/CRM-Sample

Routing Guardrail

Quick Links

Start here:

  1. concepts/architecture-and-lifecycle.md
  2. scenarios/high-level-scenarios.md
  3. references/deprecations-and-migrations.md
  4. references/forum-top-questions.md
  5. references/smart-embed-event-contract.md
  6. references/call-handling-patterns.md
  7. references/environment-variables.md
  8. references/crm-sample-validation.md
  9. troubleshooting/common-issues.md
  10. RUNBOOK.md
  11. examples/smart-embed-postmessage-bridge.md
  12. examples/phone-api-service-pattern.md
  13. references/source-map.md

Common Lifecycle Pattern

  1. Provision account prerequisites (Zoom Phone license, admin setup, SMS readiness).
  2. Create OAuth app and scopes in Marketplace.
  3. Choose integration surface:
  • Smart Embed (iframe + postMessage)
  • REST + webhooks
  • URI launch (callto, tel, zoomphonecall, zoomphonesms)
  1. Capture real-time events (Smart Embed events and/or webhooks).
  2. Persist call identifiers and correlate records (call_id, call_history_uuid, call_element_id).
  3. Apply migration-safe data mapping (v1 -> v2 -> v3) and handle renamed fields.
  4. Harden security (origin validation, webhook signature validation, least-privilege scopes).

High-Level Scenarios

  • CRM softphone pane using Smart Embed + contact search/match callbacks.
  • Click-to-call from account/contact table via zp-make-call.
  • Call disposition workflow using zp-save-log-event and custom notes page.
  • SMS engagement workflow with zoomphonesms:// and zp-sms-log-event.
  • Real-time operational board driven by phone.* webhook events.
  • Call analytics migration from legacy call logs to call history/call elements.
  • Admin automation for user/auto-receptionist/call-queue call-handling settings.

See scenarios/high-level-scenarios.md for details.

Chaining

Environment Variables

Files 14 files

and 2 more files on GitHub

Install it by hand

Deska runs this for you, for every agent you pick. To run it yourself in a terminal:

npx skills add anthropics/knowledge-work-plugins --skill build-zoom-phone-integration

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