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Recipes

Verified flows for private integrations

Build against Callfora with a scoped credential, generated contract, and supported events. These recipes are for private apps your organization operates.

Integration Hub

Test the flow, then keep the human desk.

Each recipe assumes a scoped credential, an acting user where ownership requires it, and live takeover in the desktop or mobile workspace.

Callfora Integration Hub isolated sandbox controls
Real sandbox controls · isolated from live calling providers

CRM click-to-dial

  1. 01

    Map the signed-in CRM user to an authorized workspace user

  2. 02

    Send an idempotent click-to-dial request

  3. 03

    Let the user continue in desktop or mobile

Operational boundary: The user needs a provisioned extension; sandbox execution never reaches a public calling provider.

SMS service follow-up

  1. 01

    Find an assigned conversation

  2. 02

    Send an idempotent message

  3. 03

    Attach the supported sent or failed event to the case

Operational boundary: Conversation assignment and messaging entitlements are enforced by the server.

Contact sync

  1. 01

    Read a stable page of contacts

  2. 02

    Store platform identifiers in the source system

  3. 03

    Create changes with acting-user context

Operational boundary: Use cursors and retry reads; use idempotency keys for creates.

Call record export

  1. 01

    Read call records by cursor

  2. 02

    Persist the request ID with the batch

  3. 03

    Resume from the last confirmed cursor

Operational boundary: Call records are exported after they exist; this is not a promise of every call-state event.

Presence update

  1. 01

    Map an authorized user

  2. 02

    Submit an idempotent presence update

  3. 03

    Let the workspace reflect the new availability

Operational boundary: Presence updates do not provision a user or bypass role permissions.

Calendar handoff

  1. 01

    Create an event with acting-user context

  2. 02

    Store the returned event ID

  3. 03

    Open the workspace for the human follow-up

Operational boundary: Calendar access follows the selected user's ownership and permissions.

Run the documented recipes

Integration planning

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