Automation for clients

Stage 2 · Lesson 4 of 7

Formatter by Zapier

Zapier in depth

is a built-in step for cleaning data, with four groups of . Text can trim spaces, change case, split, extract an email or URL, and replace words. Numbers can format currency and do calculations.

/Time can format a date, change its time zone and add days. Utilities handle , lookup tables (a small list that turns one value into another) and picking from a list. Other tools often clean data with expressions.

In Zapier you usually add one Formatter step per change instead. Formatter steps do not count as tasks on the current pricing page, so chaining several is fine. Learning Formatter well keeps you out of .

Common trapformatting a date without setting the time zone, so an appointment booked at 9 a.m. in Lagos shows as 8 a.m. in the client's calendar.

A question to check yourself, an AI practice session and 2 cheat sheet entries come with the full roadmap. Unlock

Resources for this stage

Start with

  • CourseFree
    Zapier Academy

    Zapier · Beginner

    Free short video paths, starting with Jumpstart, with a certificate for each course

Practise

  • Ready-made Zaps by use case: turn one on, read every step, then rebuild it

Keep handy

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