TABLE OF CONTENTS


Overview

The Text Formatter action in workflows allows users to manipulate and modify text data through a variety of action types. This includes changing text to uppercase, lowercase, replacing text, finding specific words, and more. It is useful for formatting and ensuring text data is presented or manipulated correctly before further processing.


Action Name

Text Formatter


Action Description

The Text Formatter action provides a wide range of operations to format, manipulate, and analyze text data. This action enables you to modify text input to match required formats or extract specific information.


Action Details


Action Types

Action TypeDescription
Upper CaseConverts all text to upper case.
Lower CaseConverts all text to lower case.
Title CaseCapitalizes the first letter of each word in the text.
CapitalizeCapitalizes the first letter of the first word.
Default ValueReturns a default value if the input text is empty. If text is present, it returns the input text.
TrimShortens the text to a specified length.
Trim WhitespaceRemoves whitespace from the beginning and end of the text.
Replace TextReplaces all instances of a specific word or phrase with another word or phrase.
FindFinds the first position of a value within the text.
Word CountCounts the number of words in a string.
LengthCalculates the length of the text.
Split TextSplits the text based on a specified delimiter.
Remove HTML TagsRemoves any HTML tags from the text.
Extract EmailExtracts the first email address found in the text.
Extract URLExtracts the first URL found in the text.


Field Details

Field NameDescription
ContactFields related to contact information (e.g., First Name, Last Name, Email)
UserFields related to user information (e.g., User Name, Email)
MessageFields related to messaging data or conversations
AccountFields related to account-specific data
AttributionFields related to tracking or attribution data
Custom FieldsCustom fields created within the system for specific needs
Custom ValuesCustom values stored and used in different scenarios



Example

  • Upper Case Action:

    • Scenario: You have the text "hello world" and want to convert it to uppercase.
    • Input: "hello world"
    • Action Type: Upper Case
    • Result: "HELLO WORLD"

  • Find Action:

    • Scenario: You want to find the first occurrence of the word "workflow" in a text.
    • Input: "This is a workflow tool for automation."
    • Action Type: Find
    • Search Value: "workflow"
    • Result: Position 10 (where "workflow" starts)

  • Trim Action:

    • Scenario: You have a string that is too long and needs to be shortened to 10 characters.
    • Input: "This string is too long."
    • Action Type: Trim
    • Max Length: 10
    • Result: "This strin"

  • Replace Text Action:

    • Scenario: You want to replace "automation" with "workflow" in a given text.
    • Input: "This is an automation tool."
    • Action Type: Replace Text
    • Search Value: "automation"
    • Replacement Text: "workflow"
    • Result: "This is a workflow tool."


Suggested Triggers

  • Form Submission: You can trigger the Text Formatter action after a form is submitted to ensure the data is properly formatted.
  • New Contact Created: Automatically format text fields when a new contact is added to your CRM.
  • Webhook Received: Automatically format the text received from an external system.


Additional Notes

  • The Default Value option is particularly useful for handling missing or incomplete data, ensuring workflows continue without interruption.
  • For actions such as Replace Text, if multiple instances of the target text are found, all occurrences will be replaced.