Using the Text Formatter Action in Workflows

What Is the Text Formatter Action?

The Text Formatter action is a built-in tool in your CRM workflows that helps you modify or extract specific parts of text data. Whether you need to adjust capitalization, clean up formatting, or pull out key details like emails or URLs, this action provides a flexible way to transform text to meet your needs without writing code.

Types of Text Formatters and Their Uses

The Text Formatter offers multiple methods to process text. Each serves distinct purposes:

• Upper Case: Converts all text to uppercase letters. Use this to standardize user input or ensure consistency in displayed messages.
• Lower Case: Converts all text to lowercase. Helpful for case-insensitive comparisons or creating uniform content.
• Title Case: Capitalizes the first letter of each word. Ideal for improving the appearance of titles or headings.
• Capitalize: Capitalizes only the first letter of the text. Useful for formatting names or short phrases properly.
• Default Value: Returns a specified default value if the input text is empty; otherwise, returns the original text. Ensures you always have a fallback for missing data.
• Trim: Shortens text to a set character length. Apply this to enforce limits on user content or create preview snippets.
• Trim Whitespaces: Removes any extra spaces from the beginning and end of text. Improves readability and cleans up user-submitted data.
• Replace Text: Swaps occurrences of a specific string with a new value. Use to update information or customize template content dynamically.
• Find: Locates the position of the first occurrence of a pattern within the text. Helpful for identifying keywords or extracting segments based on matches.
• Length: Returns the number of characters in the text. Use to enforce character limits or analyze text size.
• Extract URL: Pulls the first URL found in the text. Great for collecting links from user input or content.
• Extract Email: Retrieves the first email address present in the text. Use to validate or organize contact information automatically.
• Word Count: Provides the total number of words in the text. Useful for monitoring content length or assessing complexity.
• Remove HTML Tags: Strips all HTML markup from the text. Ensures plain text rendering in non-HTML contexts.
• Split: Divides text into segments based on a delimiter (like a comma). Use to break down lists or extract specific items.

How to Use the Text Formatter Action

To add a Text Formatter action to your workflow:

1. Click the + icon to add a new action.
2. Find the Text Formatter under the Internal Tools category, or search for it directly using the search bar.
3. Select the Text Formatter action and choose your desired Action Type from the list.

Some action types require additional configuration:

• For Trim: Select the input text, specify the maximum length, and optionally skip characters from the beginning or add an ellipsis at the end.
• For Split: Choose the input text, enter a separator (like a comma), and select which segment to return (e.g., First, Second, Last, or Second Last).

Each Text Formatter type is designed to handle common text processing tasks efficiently, helping you maintain clean, consistent data across your CRM workflows.