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ZoomInfo (Beta) Search activity

Introduction

A ZoomInfo (Beta) Search activity, using its ZoomInfo (Beta) connection, retrieves objects from ZoomInfo and is intended to be used as a source to provide data in an operation.

Note

For beta access and to provide feedback, contact the Jitterbit Product Team.

Create a ZoomInfo (Beta) Search activity

An instance of a ZoomInfo (Beta) Search activity is created from a ZoomInfo (Beta) connection using its Search activity type.

To create an instance of an activity, drag the activity type to the design canvas or copy the activity type and paste it on the design canvas. For details, see Creating an activity instance in Component reuse.

An existing ZoomInfo (Beta) Search activity can be edited from these locations:

Configure a ZoomInfo (Beta) Search activity

Follow these steps to configure a ZoomInfo (Beta) Search activity:

Step 1: Enter a name and select a ZoomInfo object

In this step, provide a name for the activity and select a ZoomInfo object. Each user interface element of this step is described below.

  • Endpoint menu: If you have multiple endpoints of the same connector type configured, a menu at the top of the screen displays the current endpoint name. Click the menu to switch to a different endpoint. For more information, see Change the assigned endpoint in Configuration screens.

    • Edit endpoint: Appears when you hover over the current endpoint name. Click to edit the currently selected endpoint's connection configuration.

  • Name: Enter a name to identify the activity. The name must be unique for each ZoomInfo (Beta) Search activity and must not contain forward slashes / or colons :.

  • Select ZoomInfo object: This section displays objects available in the ZoomInfo (Beta) endpoint.

    • Selected ZoomInfo object: After an object is selected, it is listed here.

    • Search: Enter any column's value into the search box to filter the list of objects. The search is not case-sensitive. If objects are already displayed within the table, the table results are filtered in real time with each keystroke. To reload objects from the endpoint when searching, enter search criteria and then refresh, as described below.

    • Refresh: Click the refresh icon or the word Refresh to reload objects from the ZoomInfo (Beta) endpoint. This may be useful if objects have been added to ZoomInfo (Beta). This action refreshes all metadata used to build the table of objects displayed in the configuration.

    • Selecting an object: Within the table, click anywhere on a row to select an object. Only one object can be selected. The information available for each object is fetched from the ZoomInfo (Beta) endpoint:

      • Name: The name of the object.

    Tip

    If the table does not populate with available objects, the ZoomInfo (Beta) connection may not be successful. Ensure you are connected by reopening the connection and retesting the credentials.

  • Save & Exit: If enabled, click to save the configuration for this step and close the activity configuration.

  • Next: Click to temporarily store the configuration for this step and continue to the next step. The configuration will not be saved until you click the Finished button on the last step.

  • Discard Changes: After making changes, click to close the configuration without saving changes made to any step. A message asks you to confirm that you want to discard changes.

Step 2: Review the data schemas

Any request or response schemas are displayed. Each user interface element of this step is described below.

  • Data schema: These data schemas are inherited by adjacent transformations and are displayed again during transformation mapping.

    The ZoomInfo (Beta) connector uses the ZoomInfo Data API. Refer to the API documentation for information on the schema nodes and fields.

  • Refresh: Click the refresh icon or the word Refresh to regenerate schemas from the ZoomInfo (Beta) endpoint. This action also regenerates a schema in other locations throughout the project where the same schema is referenced, such as in an adjacent transformation.

  • Back: Click to temporarily store the configuration for this step and return to the previous step.

  • Finished: Click to save the configuration for all steps and close the activity configuration.

  • Discard Changes: After making changes, click to close the configuration without saving changes made to any step. A message asks you to confirm that you want to discard changes.

Next steps

After configuring a ZoomInfo (Beta) Search activity, complete the configuration of the operation by adding and configuring other activities, transformations, or scripts as operation steps. You can also configure the operation settings, which include the ability to chain operations together that are in the same or different workflows.

Menu actions for an activity are accessible from the project pane and the design canvas. For details, see Activity actions menu in Connector basics.

ZoomInfo (Beta) Search activities can be used as a source with these operation patterns:

To use the activity with scripting functions, write the data to a temporary location and then use that temporary location in the scripting function.

When ready, deploy and run the operation and validate behavior by checking the operation logs.