Learn how to configure proxy for on-demand UI buttons for RIH with ZoomInfo.

1. Create Access Token for RIH Proxy
   1. Navigate to Tools > API platform.
   2. Navigate to Clients and select + New Client.
   3. Select and Create access profile. Choose the ZoomInfo - REST API collection. Use Auth Token type.
   4. Store this token for use in Step 2.
   5. Ensure you use a consistent naming convention, e.g., “tenantID+APICollectionName”.
   6. Store the profile name and its value.

      

2. Create RIH ProxySubmit a request to Reltio Support to create this profile. You'll need to share your Access Profile name and Auth Token with our support team. For more information, see topic Contact a supportive person.
3. Update UI Configuration

   Update Organization plugin to include correct values for the ZoomInfo On-Demand buttons and update the values for the following keys:

   • url - from Step 2
   • profileName - from Step 2
   • action.permissions - rih proxy domain from Step 2
   • workatoEndpoint - from RIH API Management for real-time enrichment
   { "id": "com.reltio.plugins.entity.org.ZIGetCompanyMatchButtonView", "class": "com.reltio.plugins.ui.CustomActionView", "label": "Get ZoomInfo Match", "url": "https://360-rih-proxy.reltio.com/api/v1/proxy/workato/invoke_endpoints", "success": "Success! Please reload this profile and review the 'Verification' details to check whether a match was found. Resolve the Potential Match to enrich the profile.", "fail": "Failure:", "loading": "Processing: Please Wait", "height": 34, "profileName": "{{tenantId}}_ZoomInfo_-_REST_API", "workatoEndpoint": "https://apim.workato.com/{{workatoEndpoint}}/zoominfo-rest-api-vv1/company-real-time-enrichment?doNotMerge=true&entityURI=", "proxyMethod": "POST", "action": { "permissions": [ "https://360-rih-proxy.reltio.com", "https://apim.workato.com" ], "files": [ "https://reltio-ui-files.s3.amazonaws.com/custom-scripts/b2b_application_dnb_proxy.js" ] }, "canRead": { "roles": [ "ROLE_ZOOMINFO_CONNECTOR", "ROLE_ZOOMINFO_CONNECTOR_ADMIN" ] } }, { "id": "com.reltio.plugins.entity.org.ZIGetCompanyInfoButtonView", "class": "com.reltio.plugins.ui.CustomActionView", "label": "Get ZoomInfo Company Info", "url": "https://360-rih-proxy.reltio.com/api/v1/proxy/workato/invoke_endpoints", "success": "Success! This profile should now be enriched with company information. Please reload the profile.", "fail": "Failure:", "loading": "Processing: Please Wait", "height": 34, "profileName": "{{tenantId}}_ZoomInfo_-_REST_API", "workatoEndpoint": "https://apim.workato.com/{{workatoEndpoint}}/zoominfo-rest-api-vv1/company-real-time-enrichment?doNotMerge=false&entityURI=", "proxyMethod": "POST", "action": { "permissions": [ "https://360-rih-proxy.reltio.com", "https://apim.workato.com" ], "files": [ "https://reltio-ui-files.s3.amazonaws.com/custom-scripts/b2b_application_dnb_proxy.js" ] }, "canRead": { "roles": [ "ROLE_ZOOMINFO_CONNECTOR", "ROLE_ZOOMINFO_CONNECTOR_ADMIN" ] } }
4. Update UI Configuration for Individual

   Update Individual plugin to include correct values for the ZoomInfo On-Demand buttons and update the values for the following keys:

   • url - from Step 2
   • profileName - from Step 2
   • action.permissions - rih proxy domain from Step 2
   • workatoEndpoint - from RIH API Management for real-time enrichment
   { "id": "com.reltio.plugins.entity.org.ZIGetContactMatchButtonView", "class": "com.reltio.plugins.ui.CustomActionView", "label": "Get ZoomInfo Match", "url": "https://360-rih-proxy.reltio.com/api/v1/proxy/workato/invoke_endpoints", "success": "Success! Please reload this profile and review the 'Verification' details to check whether a match was found. Resolve the Potential Match to enrich the profile.", "fail": "Failure:", "loading": "Processing: Please Wait", "height": 34, "profileName": "{{tenantId}}_ZoomInfo_-_REST_API", "workatoEndpoint": "https://apim.workato.com/{{workatoEndpoint}}/zoominfo-rest-api-vv1/contact-real-time-enrichment?doNotMerge=true&entityURI=", "proxyMethod": "POST", "action": { "permissions": [ "https://360-rih-proxy.reltio.com", "https://apim.workato.com" ], "files": [ "https://reltio-ui-files.s3.amazonaws.com/custom-scripts/b2b_application_dnb_proxy.js" ] }, "canRead": { "roles": [ "ROLE_ZOOMINFO_CONNECTOR", "ROLE_ZOOMINFO_CONNECTOR_ADMIN" ] } }, { "id": "com.reltio.plugins.entity.org.ZIGetContactInfoButtonView", "class": "com.reltio.plugins.ui.CustomActionView", "label": "Get ZoomInfo Contact Info", "url": "https://360-rih-proxy.reltio.com/api/v1/proxy/workato/invoke_endpoints", "success": "Success! This profile should now be enriched with company information. Please reload the profile.", "fail": "Failure:", "loading": "Processing: Please Wait", "height": 34, "profileName": "{{tenantId}}_ZoomInfo_-_REST_API", "workatoEndpoint": "https://apim.workato.com/{{workatoEndpoint}}/zoominfo-rest-api-vv1/contact-real-time-enrichment?doNotMerge=false&entityURI=", "proxyMethod": "POST", "action": { "permissions": [ "https://360-rih-proxy.reltio.com", "https://apim.workato.com" ], "files": [ "https://reltio-ui-files.s3.amazonaws.com/custom-scripts/b2b_application_dnb_proxy.js" ] }, "canRead": { "roles": [ "ROLE_ZOOMINFO_CONNECTOR", "ROLE_ZOOMINFO_CONNECTOR_ADMIN" ] } }
   Attention: The doNotMerge parameter is intentionally configured differently for each button. Do NOT modify these values.