Trigger enrichment from a Flow

You can start enrichment from any record-triggered Flow, for example when a Lead reaches a certain status. This lets you enrich on your own conditions instead of only on creation.

Steps

1. Create a record-triggered Flow on Lead, Contact or Account.
2. Set the entry condition, for example Status equals Working.
3. Add an Action element and search for Send Data Enrichment callout.
4. Pass the triggering record into Records for Input and activate the Flow.

flowchart LR
  T[Record-triggered Flow\ne.g. Status = Working] --> A["Action:\nSend Data Enrichment callout"]
  A --> DE[Data Enrichment agent]

Safe to trigger generously

The action respects the pause switches and never starts a second run while one is already active on the record. So you can wire it into broad conditions without risking duplicate or unwanted runs.

Common patterns

• On status change — enrich Leads when they move to a working status.
• On assignment — enrich when a record is routed to a queue or owner.
• Scheduled re-enrichment — combine with a scheduled Flow to refresh records that haven't been enriched in a while.

If a Flow-triggered run doesn't fire, check that automation isn't paused (globally or for that object) in Configuration, and that the record has the minimum fields the agent needs.