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What is the Text Formatter Action?

The Text Formatter action is a powerful tool within workflows that enables you to manipulate and transform text data. It provides a suite of operations to ensure your text is correctly formatted before it is used elsewhere in your CRM, such as in messages, contact records, or external integrations. Common uses include converting text case, trimming whitespace, replacing specific words, extracting information like emails or URLs, and counting words or characters.

How to Use the Text Formatter Action

Step 1: Create or Edit a Workflow

Navigate to Automation > Workflows in your CRM. Click Create Workflow to start a new one, or select an existing workflow to edit.

Step 2: Add the Action

Inside the workflow builder, click the plus (+) button to add a new action. Scroll through the list or use the search function to find and select Text Formatter.

Step 3: Configure the Action

Give the action a descriptive name for clarity. Then, choose the specific Action Type you wish to perform from the dropdown menu. Finally, select the source field you want to format from the Select Field menu. The configuration options will change based on the action type you choose.

Available Action Types

The Text Formatter offers numerous ways to process your text. Below is a list of the available operations:

Upper Case: Converts all characters in the selected text to uppercase.
Lower Case: Converts all characters in the selected text to lowercase.
Title Case: Capitalizes the first letter of each word in the selected text.
Capitalize: Capitalizes only the first letter of the first word in the selected text.
Default Value: If the selected text field is empty, this action will populate it with a default value you specify.
Trim: Shortens the text to a specified maximum number of characters.
Trim Whitespace: Removes any leading or trailing spaces from the selected text.
Replace Text: Replaces all occurrences of a specified word or phrase with another word or phrase.
Find: Locates the first position of a specified value within the text. Returns -1 if the value is not found.
Word Count: Counts the total number of words in the selected text.
Length: Counts the total number of characters in the selected text.
Split Text: Divides the text using a specified delimiter (like a space or comma) and returns a chosen segment (e.g., first, second, last).
Remove HTML Tags: Strips all HTML tags from the text, converting it to plain text.
Extract Email: Isolates and returns the first email address found within the text.
Extract URL: Isolates and returns the first website URL found within the text.

Selecting a Source Field

The Select Field menu allows you to choose which piece of data you want to format. You can select from a wide range of data associated with:

Contact: Fields like Full Name, Email, Phone, Address, and custom contact fields.
User: Fields related to your team members, such as their Name, Email, or Signature.
Account: Information about your business, like its Name, Address, or Phone number.
Message: The body or subject of a message.
Phone Call: Details from a call record, such as its duration, status, or participants.
Client Portal: Such as a contact's magic login link.
Attribution: UTM parameters and campaign data from the first or latest web session.
Custom Fields & Values: Any custom data unique to your account.

Suggested Use Cases

After a Form Submission: Use the Text Formatter to clean and standardize data entered by a user, for example, by ensuring names are properly capitalized or filling blank fields with a default value.
When a New Contact is Created: Automatically format key text fields, like making sure a company name is in title case, as soon as a contact is added to your CRM.
With an Incoming Webhook: Format text data received from an external application or service before it is processed further in your workflow.

Frequently Asked Questions

Can I use the Text Formatter to personalize messages?

Absolutely. You can combine the output of a Text Formatter action with merge fields to create dynamically personalized communications with consistently formatted text.

Is it possible to chain multiple Text Formatter actions together?

Yes. You can add several Text Formatter actions in sequence within a single workflow to perform complex, multi-step text manipulations.

Does the Text Formatter work on numbers?

It works on numbers only if they are stored as text. For mathematical operations on numeric values, you should use the dedicated Number Formatter action instead.

Workflow Action: Text Formatter