Scheduled sources - Clay Docs

Scheduled sources

Automatically refresh data from sources on a set schedule.

Overview

Schedule sources let you automatically refresh data from any source (like Find People, Find Jobs, Salesforce or HubSpot) on a recurring basis.

This keeps your data current without manual updates by pulling in new information at the frequency you set.

Scheduling source runs

New sources:

After adding a new source, a modal will appear to start scheduling runs.
Under Run this source, select On a schedule.
Choose the frequency and click Update Source Schedule.
1. Hour (Enterprise only)
2. Day
3. Week
4. Month
Toggle Update existing rows: When the source is re-run, existing rows will be updated with any new information.

For any existing sources:

Click the source columns title.
Under Sources, select your source.
Under Run this source, select On a schedule.
Choose the frequency and click Update Source Schedule.
1. Hour (Enterprise only)
2. Day
3. Week
4. Month
Toggle Update existing rows: When the source is re-run, existing rows will be updated with any new information.

Usage limits

Each plan has a limit to the total number of scheduled sources, across all tables.

Free: 100 sources
Launch: 100 sources
Growth: 100 sources
Enterprise: 1,000 sources

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