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build-zoom-phone-integration

Helps implement Zoom Phone connections with CRM systems and web apps. Covers embedded calling, call history, call and SMS launch links, and automated call handling, with guidance on authentication, event processing, and security checks.

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原文查看原文说明

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.

查看安装方法

适用场景

  • Embedding a phone panel in a CRM
  • Launching calls or SMS from a contact list
  • Building a live call activity board
  • Automating call queue settings

包含的文件(14)

  • SKILL.md4.2 KB
  • concepts/architecture-and-lifecycle.md1.4 KB
  • examples/phone-api-service-pattern.md1.3 KB
  • examples/smart-embed-postmessage-bridge.md1.2 KB
  • references/call-handling-patterns.md961 B
  • references/crm-sample-validation.md1.4 KB
  • references/deprecations-and-migrations.md1.2 KB
  • references/environment-variables.md1.3 KB
  • references/forum-top-questions.md3.7 KB
  • references/smart-embed-event-contract.md1.0 KB
  • references/source-map.md888 B
  • RUNBOOK.md1.6 KB
  • scenarios/high-level-scenarios.md1.2 KB
  • troubleshooting/common-issues.md1.2 KB

SKILL.md(原文)

安装前可以查看交给 AI 代理的指令内容。

/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:

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

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