This guide explains how to set up a Zoom Phone integration with HappyFox so that tickets are automatically created for incoming calls, including missed and answered calls. It covers:

• Creating a Zoom Phone app in Zoom Marketplace

• Authenticating the app in HappyFox

• Enabling phone event webhooks

User Setup Flow 

Part 1: Create a  Zoom Phone App in Zoom Marketplace

How Users Get Credentials:

1. Go to Zoom App Marketplace
2. Click Develop → Build App
   
3. Select Server-to-Server OAuth
   
4. You will find your Account ID, Client ID, Client Secret under “App Credentials” - you will need these while authenticating the zoom phone integration in HappyFox (Part 2)
5. Navigate to Scopes
   
   
   Add the following Scopes required:
   i. Type phone:read and Select All (Admin) from the dropdown
   
   Type user:read:user and Select All (Admin) from the dropdown
   
   Iii. Type number_management_numbers:read and Select All (Admin) from the dropdown
   
6. Click continue and complete app details in the “Information” tab.
7. You will be redirected to the Feature tab, copy the Secret Token displayed - this will serve as your webhook secret token in HappyFox
8. Activate the app
   

Part 2: Authenticate Zoom Phone App in HappyFox

User Steps:

1. Navigate to Apps → Zoom Phone in HappyFox
2. Click Install
3. Provide Zoom Server-to-Server OAuth credentials:
   • Account ID
   • Client ID
   • Client Secret
   • Webhook Secret Token

4. Click Authorize

Part 3: Enable Phone Event Webhooks

User Steps:

1. Copy the generated Webhook URL from HappyFox
   
2. In the created Zoom app: Navigate to Feature → Event Subscriptions → Add the webhook URL and click ‘Validate’
3. Once validated, click on Add Events
   
4. Add the following Event types:
   1. Callee missed a phone call
   2. Callee ended a phone call
   3. Caller ended a phone call
   4. Voicemail is received
   5. Call recording transcription is complete

5. Select ‘Done’ and click ‘Save’
    

Part 3: Configuring Ticket Creation for Call Events

1. Return to the HappyFox App Manage page of the Zoom Phone Integration.
2. Under "Select Zoom Phone Numbers" choose the Zoom Phone numbers for which call activity should be logged as HappyFox tickets and map them to a category.
3. Select Call events that should be logged as tickets and save your preferences.
4. The Zoom Phone integration will now log call activity as tickets for all configured call events of the selected phone numbers.