Workflow Action – Text Formatter

Picture of GoHighLevel

GoHighLevel

SEARCH OUR BLOG

CATEGORIES

Categories

FOLLOW US

Facebook-f Linkedin-in X-twitter Youtube

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 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.