Who This Is For / When to Use
Use this action if you need to:
Standardize contact or form data (capitalization, trimming spaces).
Enforce character limits before sending data to another action.
Extract emails, URLs, or specific text segments.
Prepare data coming from forms, webhooks, or integrations before saving or using it.
How to Add the Text Formatter Action
Open Automation > Workflows and edit or create a workflow.
Click the + icon to add a new action.
Search for and select Text Formatter from the action list.
Enter an Action Name (optional, but recommended for clarity).
Configure the Action Type
Each Text Formatter action performs one formatting operation. Add multiple Text Formatter actions if you need multiple transformations.
Available Action Types
Upper Case – Converts all text to uppercase.
Lower Case – Converts all text to lowercase.
Title Case – Capitalizes the first letter of each word.
Capitalize – Capitalizes only the first letter of the text.
Default Value – Returns a fallback value if the field is empty.
Trim – Limits text length and optionally removes characters from the beginning.
Trim Whitespaces – Removes leading and trailing spaces.
Replace Text – Finds and replaces specific characters or words.
Find – Locates the first matching text pattern.
Extract URL – Extracts the first URL from the text.
Extract Email – Extracts the first email address from the text.
Word Count – Returns the number of words in the text.
Remove HTML Tags – Converts HTML into plain text.
Split – Splits text into segments using a separator.
Trim Action Type
Use Trim to shorten text and enforce character limits.
Required Fields
Select Field – Text value to format.
Max Length – Maximum number of characters to keep.
Optional Settings
Remove Characters From Beginning – Skips the specified number of characters from the start.
Ellipses Toggle – Adds "..." at the end if text is shortened.
Split Action Type
Use Split to extract a specific segment of text.
Required Fields
Select Field – Text you want to split.
Separator – Character or word used to split the text (for example: space, comma, "-").
Segment – Which part to return:
First
Second
Last
Second Last
Save and Activate
Review the configuration.
Click Save Action.
Publish the workflow to activate the formatting logic.
Common Use Cases
Forms: Replace empty answers with a default value like "No response".
Names: Capitalize first names before sending emails or messages.
Webhooks: Clean incoming data before saving it to a contact field.
Messaging: Trim long text fields before inserting them into SMS or Messenger messages.
Common Issues and Fixes
Formatted value not changing
Ensure the correct Select Field is chosen and that the workflow step runs before dependent actions.
Text cut off unexpectedly
Check the Max Length and Remove Characters From Beginning settings in the Trim action.
Split result is empty
Confirm the separator exists in the original text and matches exactly.
FAQs
What is the Text Formatter action?
It formats and transforms text inside workflows so data is consistent before being used by other actions.
Can I use multiple Text Formatter actions in one workflow?
Yes. Each action handles one formatting rule. Chain multiple actions if needed.
Can it modify multiple fields at once?
No. Each Text Formatter action works on one selected field.
What is the difference between Title Case and Capitalize?
Title Case capitalizes every word. Capitalize only affects the first character of the entire text.
Can I remove HTML from form submissions?
Yes. Use the Remove HTML Tags action type.