Format Data

50+ data formatting operations for text, numbers, dates, JSON, and logic -- without writing code.

Overview

The Format Data action transforms, formats, and calculates data in your HubSpot workflows without writing code. Select an operation, map the input property, and the result is available for subsequent workflow steps.

With 50+ built-in operations across text, number, math, date, JSON, and logic categories, plus custom formula support, Format Data covers the vast majority of data transformation needs.

Setup

Add the action to your workflow

Search for "AuPerate: Format Data" in the HubSpot workflow editor.

Select an operation

Choose from the dropdown: uppercase, lowercase, number_format, date_format, add, and many more. Or select "custom" to write a formula.

Map the input and optional parameters

Map a HubSpot property to the input field. Some operations require a second input or parameter (e.g., the format pattern for dates, the number of decimal places).

Text Operations

Operation	Description	Input	Result
uppercase	Convert to uppercase	hello world	HELLO WORLD
lowercase	Convert to lowercase	Hello World	hello world
capitalize	Capitalize first letter of each word	john smith	John Smith
trim	Remove leading/trailing whitespace	hello	hello
substring	Extract part of string (start, length)	hello (0, 3)	hel
replace	Replace text (find, replace_with)	hello (l, r)	herro
length	Return string length	hello	5

Number Operations

Operation	Description	Input	Result
number_format	Format with decimal places	1234.5678 (2)	1,234.57
currency	Format as currency (symbol, decimals)	1234.5 ($, 2)	$1,234.50
percentage	Format as percentage	0.456 (1)	45.6%
round	Round to nearest integer	3.7	4
floor	Round down	3.7	3
ceil	Round up	3.2	4
abs	Absolute value	-42	42

Math Operations

Math operations use input1 and input2 as operands. Both must be numeric values (or HubSpot properties that resolve to numbers).

Operation	Description	Example	Result
add	Add two numbers	100 + 50	150
subtract	Subtract input2 from input1	100 - 30	70
multiply	Multiply two numbers	25 * 4	100
divide	Divide input1 by input2	100 / 3	33.33

Division by zero returns an error. Make sure input2 is never zero when using the divide operation.

Date Operations

Operation	Description	Example	Result
date_format	Format a date with a pattern	2026-04-10 (MM/DD/YYYY)	04/10/2026
date_add	Add time to a date (amount, unit)	2026-04-10 (7, days)	2026-04-17
date_subtract	Subtract time from a date	2026-04-10 (1, months)	2026-03-10
date_diff	Difference between two dates	2026-01-01, 2026-04-10 (days)	99
now	Current date and time	(YYYY-MM-DD)	2026-04-10

Date Format Tokens

Token	Description	Example
YYYY	Four-digit year	2026
MM	Two-digit month	04
DD	Two-digit day	10
HH	Hours (24-hour)	14
mm	Minutes	30
ss	Seconds	45
A	AM/PM	PM

JSON Operations

Operation	Description
json_get	Extract a value from a JSON string using a path
json_stringify	Convert a value to a JSON string
json_parse	Parse a JSON string and extract a field

Example: json_get

Input: {"user": {"name": "John", "age": 30}}
Path: user.name
Result: John

Logic Operations

Operation	Description
default_value	Return input1 if it has a value, otherwise return input2 as the default
conditional	If input1 is truthy, return input2; otherwise return input3

Example: default_value

Input1: ""        (empty HubSpot property)
Input2: "Unknown"
Result: "Unknown"

Example: conditional

Input1: "closedwon"   (lifecycle stage)
Input2: "Customer"
Input3: "Prospect"
Result: "Customer"    (because input1 is truthy)

Custom Formulas

Custom formulas let you combine multiple operations into a single expression. Set the operation tocustom and write your formula in the formula field.

Template Syntax

Reference HubSpot properties with {{property_name}} and mapped inputs with [[input1]], [[input2]], [[input3]].

Available Functions

concat()upper()lower()trim()capitalize()length()floor()ceil()abs()substring()replace()round()if()default()

Math Expressions

Standard math operators are supported: +, -, *, /

Nested Functions

Functions can be nested inside each other for complex transformations:

Example: Nested formula

upper(concat({{firstname}}, " ", {{lastname}}))

Step-by-step:

1. {{firstname}} resolves to john
2. {{lastname}} resolves to smith
3. concat() produces john smith
4. upper() produces JOHN SMITH

More Formula Examples

Calculate discounted price

round({{deal_amount}} * 0.85, 2)
// If deal_amount = 1000, result = 850.00

Conditional greeting

if({{firstname}}, concat("Hello, ", capitalize({{firstname}}), "!"), "Hello there!")
// If firstname = "john", result = "Hello, John!"
// If firstname = "", result = "Hello there!"

Default value with formatting

upper(default({{company}}, "Unknown Company"))
// If company = "acme", result = "ACME"
// If company = "", result = "UNKNOWN COMPANY"

Complex calculation with text

concat(
  capitalize({{firstname}}),
  " - ",
  if({{deal_amount}} > 10000, "Enterprise", "SMB"),
  " ($",
  round({{deal_amount}}, 0),
  ")"
)
// firstname = "john", deal_amount = 25000
// Result: "John - Enterprise ($25000)"

Output Fields

Field	Type	Description
optihub_success	Boolean	`true` if the operation completed without errors
result	String	The formatted/transformed output as a string
result_number	Number	The result as a number (if applicable, e.g., math or number operations)
optihub_error	String	Error message if the operation failed, empty if successful

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