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
Field Details
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.