The 'Number Formatter' action in the Data Formatter App by Integration Glue enables you to format numeric values within a workflow. This action is designed to transform raw numbers into more user-friendly or specific formats, such as rounding numbers to a specific decimal place, converting them into percentages, adding thousands separators, or applying custom formatting styles.
By allowing you to manipulate numeric data dynamically, the Number Formatter action ensures that the numbers used in workflows are correctly formatted for reporting, customer communications, or integration with other systems.
This action is particularly useful for scenarios such as:
- Rounding deal amounts or product prices for use in emails or dashboards.
- Converting decimal numbers into percentage values for reporting purposes.
- Formatting long numbers with thousands separators for better readability.
- Standardizing number formats across CRM records.
It removes the need for manual adjustments and ensures consistency in numerical data processing.
- Format Type Specifies the type of formatting to apply to the number. Examples include rounding, percentage conversion, or custom formatting rules.
- Property Containing Number to Format Identifies the property that holds the raw number to be formatted. This property should contain the numerical value you want to modify.
- Property to save formatted number (number property) Specifies a property to store the formatted value as a number. Useful if you need the formatted number for calculations or further actions in workflows.
- Property to save formatted number (text property) Specifies a property to store the formatted value as text. Use this if the formatted number will be displayed in emails, notes, or other non-calculative contexts.
- Insert commas for every thousand e.g. 1,000 determines whether commas should be inserted as thousands separators in the formatted number.
Step 1: Create a New Workflow
- Go to Automation > Workflows in your HubSpot account.
- Click Create workflow.
- Choose a workflow type (e.g., Contact-based, Company-based, Deal-based, or Custom Object-based) based on your requirements.
- Set up the enrollment triggers to specify when the workflow will run.
Step 2: Add the 'Number Formatter' Action
- Once triggers are set, click the + button to add an action.
- From the action sidebar, scroll to the Data Formatter App.
- Choose 'Number Formatter' from the list of actions.
- Click Save to include the action in your workflow.
Step 3: Configure the Action
Format Type
- Select the type of formatting required, such as rounding, percentage conversion, or other options.
Property Containing Number to Format
- Choose the property that holds the raw number you want to process.
Property to Save Formatted Number (Number Property)
- Select a number property where the formatted result will be stored for further use, such as calculations or automated actions.
Property to Save Formatted Number (Text Property)
- Choose a text property to save the formatted result as text, useful for records or display purposes.
Insert Commas for Every Thousand (e.g., 1,000)
- Choose which value you want to format large numbers with commas for readability.
Step 4: Review and Activate the Workflow
- Review the workflow to ensure all triggers, actions, and configurations are correct.
- Save the workflow and verify that all properties are mapped properly.
- Click Review and Publish to activate the workflow.
Step 5: Test the Workflow
- Run a test by enrolling a record that meets the trigger criteria.
- Check the target properties to confirm the number has been formatted correctly.
Step 6: Utilize the Formatted Data
- Use the formatted number in subsequent workflow actions, calculations, or reports.
- Ensure that the updated data meets your requirements for automation or reporting.