Open Settings from the Dock, the app bar at the bottom of the screen. Select
Configurations under Workspace Settings, then Waterfalls.If your workspace shows a Data Model app, open Waterfalls there instead.Admin access is required.
Waterfalls list
The Waterfalls page opens with a Primary Waterfall banner and a card grid of all your waterfalls.Primary waterfall
The Primary Waterfall banner at the top of the page lets you set one waterfall as the workspace default. Workflows use the primary waterfall when they do not reference a specific waterfall. Select a waterfall from the Primary Waterfall dropdown to set it. Each card in the grid shows the waterfall’s provider icons, name, and the maximum number of enrichment credits it can consume per call. This maximum is the sum of all providers’ per-call costs, for the worst case where Default tries every provider. A Primary badge marks the current primary waterfall.Search
Use the Search Waterfalls bar to filter cards by name or description.Create a waterfall
Select New Waterfall to open the Create new Waterfall dialog.1
Name and describe the waterfall
Enter a Name for the waterfall, for example
Email Finder. Add an optional
Description to explain its purpose, such as
Tries Apollo then Clearbit to find a verified work email.2
Add and order providers
Under Enrichment order, select Add Provider to open the provider picker. You can
add up to 5 providers per waterfall.The available enrichment providers are:
Each provider row shows its position number and the credit cost per call.Drag the handle on any row to change the order. Default tries the provider at position 1
first.To remove a provider, hover the row. Select the trash icon.
3
Turn on validation (optional)
The Validation section runs optional checks alongside pre-enrichment. Each check shows
its credit cost per call.
- Email validation: turn on the switch to validate email addresses. Then choose a provider, Abstract Email Reputation or Icypeas.
- IP validation: turn on the switch to validate visitor IP addresses.
4
Verify provider fields (optional)
Once you select at least one provider, an alert offers to View the enrichment fields
the current provider set can return. Select View to open the provider fields panel.Confirm the waterfall covers the fields you need before you save. Select Back to
return to the form.
5
Save
Select Create Waterfall. The new waterfall appears in the card grid.
Edit a waterfall
Hover a waterfall card and select the pencil icon. This opens the card’s context menu. Choose Edit. The Edit Waterfall dialog is identical to the creation dialog.
Set a waterfall as primary
To change which waterfall is primary, do one of the following:- Use the Primary Waterfall dropdown in the banner at the top of the page.
- Open a waterfall card’s context menu and select Make Primary.
Delete a waterfall
Open a waterfall card’s context menu. Select Delete. A confirmation dialog appears with the waterfall’s name. Confirm to permanently remove it. You cannot undo deletion.Before deleting a waterfall, check whether any workflow enrich nodes reference it. Those
nodes stop resolving a waterfall after deletion.