Workflow Action - Text Formatter

Modified on: Sun, 8 Sep, 2024 at 1:10 PM

TABLE OF CONTENTS

Overview
Action Name
Action Description
Action Details
- Action Types
- Field Details
Example
Suggested Triggers
Additional Notes

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 Type	Description
Upper Case	Converts all text to upper case.
Lower Case	Converts all text to lower case.
Title Case	Capitalizes the first letter of each word in the text.
Capitalize	Capitalizes the first letter of the first word.
Default Value	Returns a default value if the input text is empty. If text is present, it returns the input text.
Trim	Shortens the text to a specified length.
Trim Whitespace	Removes whitespace from the beginning and end of the text.
Replace Text	Replaces all instances of a specific word or phrase with another word or phrase.
Find	Finds the first position of a value within the text.
Word Count	Counts the number of words in a string.
Length	Calculates the length of the text.
Split Text	Splits the text based on a specified delimiter.
Remove HTML Tags	Removes any HTML tags from the text.
Extract Email	Extracts the first email address found in the text.
Extract URL	Extracts the first URL found in the text.

Field Details

Field Name	Description
Contact	Fields related to contact information (e.g., First Name, Last Name, Email)
User	Fields related to user information (e.g., User Name, Email)
Message	Fields related to messaging data or conversations
Account	Fields related to account-specific data
Attribution	Fields related to tracking or attribution data
Custom Fields	Custom fields created within the system for specific needs
Custom Values	Custom 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.