Delete Company Data

Use this action when you want to remove a record from your company data using either a fixed record or an ID from an earlier step.

Best for

• Cleaning up records that are no longer needed
• Removing one specific client, service, event, or workflow-related record
• Deleting a record found earlier in the workflow

Main fields

Field	What it does
Company data type	Chooses what kind of record to delete
Use manual ID	Lets you pass an ID from a CEL expression instead of picking a fixed record
Record	Selects the record when manual ID is off
Manual ID	Evaluates to the record ID when manual ID is on

What later steps can use

Delete results are usually available at:

• step(N).data.id
• step(N).data.deletedCount

Tips

• Use debugging before you activate a workflow that deletes records.
• Prefer ID-based deletion when possible so the target is unambiguous.
• If you want to mark something inactive rather than remove it, an update step is often safer.