build-zoom-phone-integration

Original：🇺🇸 English

Translated

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.

8installs

Sourceanthropics/knowledge-work-plugins

Added on2026-04-10

NPX Install

npx skill4agent add anthropics/knowledge-work-plugins build-zoom-phone-integration

SKILL.md Content

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/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

If the user needs embedded softphone behavior in a web app, use Smart Embed (examples/smart-embed-postmessage-bridge.md).
If the user needs call records, analytics, or automation, use Phone REST API and webhooks (references/deprecations-and-migrations.md).
If the user needs click-to-dial/SMS launch from external UI, use URI schemes (
```
zoomphonecall://
```
,
```
zoomphonesms://
```
).
If the user mixes Zoom Phone and Contact Center, chain with ../contact-center/SKILL.md.

Quick Links

Start here:

concepts/architecture-and-lifecycle.md
scenarios/high-level-scenarios.md
references/deprecations-and-migrations.md
references/forum-top-questions.md
references/smart-embed-event-contract.md
references/call-handling-patterns.md
references/environment-variables.md
references/crm-sample-validation.md
troubleshooting/common-issues.md
RUNBOOK.md
examples/smart-embed-postmessage-bridge.md
examples/phone-api-service-pattern.md
references/source-map.md

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

OAuth setup/token lifecycle: ../oauth/SKILL.md
Phone and account resources via REST: ../rest-api/SKILL.md
Event delivery and signature validation: ../webhooks/SKILL.md
Contact Center blended journey: ../contact-center/SKILL.md

Environment Variables

See references/environment-variables.md for standardized
```
.env
```
keys and where to find each value.