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

1. Navigate to Tools > API platform, then select Clients and click + New Client.
2. Select Create access profile.
   1. Choose the ZoomInfo - REST API collection and select Auth Token as the token type.
      Store this token for use in Step 3.

      

   2. In the Profile name, enter the profile name. Ensure you use a consistent naming convention, example, tenantID+APICollectionName.
   3. Click Next and on the Set up authentication page, enter the required details.
   4. Save the profile .
3. Create the RIH Proxy. Submit 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 Submit a support request.
4. In the Console, select UI Modeler.
   1. From the left navigation pane, select Import/Export UI Config Files and export the UI configuration file.
   2. Update the UI configuration file 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

       {
                   
                     "component": "Custom",
      			"id": "Some uniq id",
                     "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": [
                           "ROLE_ZOOMINFO_CONNECTOR",
                           "ROLE_ZOOMINFO_CONNECTOR_ADMIN"
                        ]
                  },
                  {
                     "id": "com.reltio.plugins.entity.org.ZIGetCompanyInfoButtonView",
                     "component": "Custom",
                     "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"
                        ]
                     },
                    
                  }

   3. Update UI Configuration for Individual.

      Update the UI configuration file 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

      {
       			 "component": "Custom",
      			"id": "Some uniq id",
      			"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": [
                           "ROLE_ZOOMINFO_CONNECTOR",
                           "ROLE_ZOOMINFO_CONNECTOR_ADMIN"
                        ] // or can be omitted 
                  }           

      Attention: The doNotMerge parameter controls whether ZoomInfo data is applied automatically or held for review. Setting it true returns a potential match for manual review. Setting it false merges it immediately. It is intentionally configured differently for each button. Do NOT modify these values.