build-zoom-phone-integration

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…

INSTALLATION
npx skills add https://github.com/anthropics/knowledge-work-plugins --skill build-zoom-phone-integration
Run in your project or agent environment. Adjust flags if your CLI version differs.

SKILL.md

$27

Start here:

Common Lifecycle Pattern

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