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Waterfalls

Waterfalls

Maximize your data coverage with waterfalls.

Overview

Waterfalls allow you to utilize multiple data providers in a predetermined sequence, so you don't duplicate tasks or spend extra credits.

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Using pre-built waterfalls

To run a pre-built waterfall:

  1. Click Add enrichment on the top right corner of your table and search for the data point you want to run a waterfall for (ex. Phone number). Under Waterfalls, select the waterfall you want to run.
  2. Configure your Waterfall sequence. You can reorder, add. or delete your waterfall data providers.
    • To skip a step in the waterfall, click the toggle switch next to a specific provider.
  3. Enter the required data inputs, such as email addresses or social profile URLs, to set up the enrichment waterfall.
  4. Optionally, choose to output the name of the successful provider and hide the provider columns for a cleaner table view.
  5. Configure Run settings, including enabling auto-update or setting conditions for when the waterfall should run.

Creating a waterfall

  1. While in a table, click Add column (which you will find at the far right side).
  2. Select Waterfall and click the 🖊️ to next to the title to rename.
  3. Change the Data Type that you’ll be working with.
  4. Add actions to the waterfall and adjust other settings.
  5. Click Save.

Creating a waterfall template

Waterfall templates allow you to save and reuse your waterfall configuration, making it easier to standardize and replicate successful workflows.

  1. While creating a waterfall, select Save as template.
  2. Give your template a name, description, and category.
  3. Select Save template.
Note: To change a saved waterfall template, open the template's ... menu and select Edit template settings.... The waterfall builder reopens with the template's saved configuration so you can adjust it and save again.

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