🆕 Action · Delete record · Workflow Automation

[Leo]

As of today, the automation action Delete record is available.

We are super happy to introduce another action for Supercharged Workflow Automations

Overview

The action “Delete record” allows you to delete the current record. When the automation runs successfully, one record will be deleted in a specified app.

Warning: Tape recommends carefully considering the action steps that delete or remove data to prevent accidental data deletion. Alternative activities could be unfollowing or building an archive app, instead of deleting items completely.

A simple use case

“When a lead’s record is updated and if the status changes to “qualified for partner” then create a new record in the partner app and delete the initial record to avoid having dublets of data.”

Create automation using the action “Delete record”

• First automation block - Trigger - the “When this happens” automation statement
  

  
  • Choose a trigger, for example When a record is updated
  • Set the trigger by selecting the app where the automation should be triggered

• Second automation block - Filter - the “And if conditions are met” automation statement
  

  
  • Set your filter to start actions only if certain conditions are met:
    • A field to be evaluated, at the first dropdown menu
    • An operator at the second dropdown menu, i.e., Contains, Does not contain, Is not, etc.
    • A field value - enter the field value for the selected field from the first dropdown. Note that the operators e.g. “is empty” and “is not empty” do not require you to input a field value

• Third automation block - Action - the “Then do that” automation statement
  

  
  • Click on + Add action and choose between various actions
  • Set up your actions based on the actions you’ve selected, like Create a new record and Delete record in the simple example above

• Click on Create automation at the top right
  
  

Edit and manage actions

The automation editor allows you to edit or manage actions and holds all the important details about your specific automation. To open the editor - click the card with the title of your automation at the gallery of the automation center. From this point, you can choose between various options. Learn more about →

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New to workflow automation by Tape? Here’s a summary of what you need to know about automation.

To enable any type of automation, you’ll need to set up a trigger and one or more actions. Some automations also use filters.

• A trigger is an event that starts an automation. The “When this happens” statement. For example, “When a status changes” Learn more about →
• Filters are optional and start actions only if certain conditions are met. The “And if conditions are met” statement. For example, "only if the status changes to done" Learn more about →
• An action is an event the automation performs automatically after it is triggered. The “Then do that” statement. For example, “then send an email to a customer” Learn more about →

Check out how to create an automation →