Automatically Enrich New Data Rows without Updating Existing Rows | Clay

Automatically Enrich New Data Rows without Updating Existing Rows

Hello! 👋 I've been one of the people who have used hundreds of credits with auto-update. Here's my desired state: A new row of data is added to a table from the RB2B webhook. I would like Clay to automatically enrich only the new row of data and not update any other run. How do I do this?

1.
Auto-Update (Lower Right): Currently set to auto-disabled.
2.
Auto-Columns Update (Run Settings in Columns): Currently set to disabled for all relevant columns.

What do I enable / set up to have these columns only run for the new row and not waste credits on existing rows by updating them.

9 comments

Channeled
APP
·
·
To automatically enrich only new rows from the RB2B webhook without updating existing ones or wasting credits, follow these steps: 1. Set up the RB2B webhook integration with Clay to receive de-anonymized website visitor profiles. 2. In Clay, add the webhook as a table source: - For a new table, select 'Create new' and choose 'Monitor webhook'. - For an existing table, click 'Actions', select 'Import', and choose 'Monitor webhook'. 3. To save credits and only enrich new entries: - Go to 'Run Settings' for your enrichment columns. - Toggle on the Auto-Update button. This allows Clay to automatically enrich new rows added to your table. - Ensure auto-update is turned off for existing columns to prevent unnecessary updates. By following these steps, you'll ensure that only new data from the RB2B webhook is automatically enriched, saving credits and keeping your existing data unchanged.
Sources: Claybooks: Turn website visitors into warm outbound using Clay, RB2B and Lemlist | Clay.com Guide: Ways to save Clay credits | Documentation | Clay University Table sources overview | Documentation | Clay University
Sam L.
·
·
Can you please clarify which auto-update needs to be disabled? Is it in the Lower Right or Run Settings in Columns?
Sam L.
·
·
https://app.clay.com/workspaces/312491/workbooks/wb_6wXTJN32qZcW/tables/t_nesxbjgoMMto/views/gv_GyAgCgQGP5HK
Stefano
·
·
Hi Sam, thank you for reaching out. In order to ensure auto-update is activated in your table , you should select the auto-update button, as shown below:
(512 kB)
After selecting this button, the following menu should pop up:
(37 kB)
You should then select "Turn on table" to have the table start auto-updating. This will enrich any rows that are added to the table without updating the other rows constantly. If this does not work as expected we will also be happy to provide a credit refund for any issues it causes. Let me know if this solves your issue!
Sam L.
·
·
Hey Stefano - Appreciate the reply. So to confirm, I should do the following:
1.
Auto-Update (Lower Right): Currently set to auto-disabled. Turn on to be enabled.
2.
Auto-Columns Update (Run Settings in Columns): Currently set to disabled for all relevant columns. Keep as disabled.
Is this correct?
Stefano
·
·
I do not think there is any need to deactivate auto-update for any columns in your case. The only times we recommend removing auto-update is if you do not want to run a certain type of enrichment on any new rows.
1
Sam L.
·
·
What about these settings? Should this be manual or on a schedule? I'm assuming manually.
Stefano
·
·
Hi Sam, this depends on what you are trying to achieve. Running on a schedule would make thi run at set intervals. If you wish to have more control over this, manual running would be the best solution. Let me know if this helps!
1
Channeled
APP
·
·
This thread was picked up by our in-app web widget and will no longer sync to Slack. If you are the original poster, you can continue this conversation by logging into https://app.clay.com and clicking "Support" in the sidebar. If you're not the original poster and require help from support, please post in 02 Support.