Configure proxy for on-demand mode (UI buttons)

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

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.
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 Submit a support request.

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"
                  ]
               }
            }

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"
                  ]
               }
            }

Attention: The doNotMerge parameter is intentionally configured differently for each button. Do NOT modify these values.

Your proxy for on-demand UI buttons is now set up.

Unify and manage your data

Configure proxy for on-demand mode (UI buttons)

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