Modify text formats in Zaps

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Reformatting text with Formatter by Zapier
While the UI in this video is outdated, the core functionality remains similar in most current versions.

You can use Formatter’s Text transform to change text in your Zap. There are several different text transforms that you can use:

1. Add a Formatter step

  • In the Zap editor, click the Action step, or click the plus + icon to add a step to your Zap.
  • Select Format.
  • Click the Event dropdown menu and select Text.
  • Click Continue.
  • In the Action tab, click the Transform dropdown menu and select the text transform you want to use.
  • In the Values section, click the Input field and enter the data that you want to transform. You can select a field from a previous step or enter a value.
miscEye icon Note
  • Some text transforms will have additional required or optional fields. 
  • The Split Text transform cannot split line items. To do that, use the Line-item to Text transform.

2. (Optional) Find, replace, or split special characters

In order to find, replace, or split special characters in text, you must use a special character syntax:

- [:space:] - matches space (\s) characters
- [:tab:] - matches tab (\t) characters
- [:newline:] - matches newline (\n) characters
- [:return:] - matches carriage-return (\r) characters

3. Test your text transform

  • Click Test step.
  • If the test was successful, you'll see the results of the text transform.

Once you've set up the Formatter Text transform, you can use the results in further actions in your Zap.

Example for splitting text

If an app has a Full name field but another app has separate First name and Last name fields, you can use the Split Text transform to split the full name data into separate fields.

In this example, we want to split the full name into two separate fields from the Google Forms submission. 

Input

In the Formatter settings:

  • Input: Full Name (mapped field from the previous step)
  • Separator: [:space:]
  • Segment Index: All (as Separate Fields)

Formatter split text example inputs.png

Output

The Formatter step will then provide these two separated fields which you can use to map out in further steps. These outputs will appear as:

  • Output Item 1: Jane
  • Output Item 2: Doe
Formatter split text output example.png
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