The 'Date Formatter' action from the Data Formatter App by Integration Glue allows you to manipulate and format date and time values within a HubSpot workflow. This action enables you to take raw date data, modify its format, or perform date-based calculations, making it more suitable for use in your workflows or reporting.
By specifying the date or property that contains the date value, you can apply various formatting rules, such as changing the date format, extracting specific components (e.g., year, month, day), or calculating relative dates (e.g., 3 days from now). The action can target date properties, workflow tokens, or system-generated dates.
This action is particularly useful for scenarios such as:
- Formatting date values for consistency (e.g., converting a date to MM/DD/YYYY format).
- Performing date calculations, like adding or subtracting days (e.g., calculating the due date for a task or an expiration date).
- Extracting specific components of a date, such as the day of the week or month, to use in other workflow actions.
The 'Date Formatter' action ensures that date data is consistently formatted and easily usable for any downstream workflows, reporting, or CRM activities without requiring manual adjustments.
- Format Type refers to the predefined or custom options available for formatting the date. You can choose from standard date formats (e.g., MM/DD/YYYY) or other variations depending on your region or the specific needs of the workflow.
- Property Containing Date to Format refers to the property in your HubSpot records that holds the date value you want to format. It can be a property such as 'Deal Close Date', 'Ticket Creation Date' or any custom date field that is available on the record. This field specifies which property the Date Formatter will pull the raw date from in order to apply the formatting.
- Property to Save Formatted Date specifies where to save the newly formatted date value. After the date is reformatted, it will be stored in this property.
- Custom Format is if you want a specific date format that isn’t available in the predefined options, this field allows you to specify a custom date format.
Here’s the step-by-step guide for setting up the Date Formatter action:
Step 1: Create or Edit a Workflow
- Go to the Automation tab in HubSpot.
- Select Workflows and create a new workflow or edit an existing one.
Step 2: Add the 'Date Formatter' Action
- After setting your workflow trigger, click the + button to add a new action.
- In the action sidebar, search for Data Formatter and select Date Formatter.
Step 3: Configure the 'Date Formatter' Action
- Format Type: Choose a predefined format or select Custom Format.
- Property Containing Date to Format: Select the date property (e.g., Deal Close Date).
- Property to Save Formatted Date: Choose a date property to store the formatted date.
- Custom Format (optional): If you selected Custom Format, define the date format (e.g.,
MM-DD-YYYY).
Step 4: Review and Save the Action
- Double-check your configurations.
- Click Save to add the action to your workflow.
Step 5: Test the Workflow
- Trigger the workflow by performing an action that meets the criteria.
- Verify that the date is formatted correctly and saved in the intended property.
Step 6: Activate the Workflow
- Click Review and Publish to activate the workflow.