Convert line items into text strings
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Not all apps support line items in Zaps. If you need to use line items in an app that doesn’t support line items, you can use Formatter to convert your line items into text strings.
1. Add a Formatter step to your Zap
- In the Zap outline, click the Action step or the plus sign + to add a new action. A dialog box will open.
- In the search box, search for and select Formatter. The right sidebar will open to the Setup tab.
- Click the Action event dropdown menu and select Utilities.
- Click Continue.
2. Set up your transform
- Click the Transform dropdown menu and select Line-item to Text.
- Click the Input field and select a line item field from a previous step.
- In the Separator field, enter the symbol or text that separates each value in your list. If nothing is entered, the Zap will use a comma.
- Click Continue.
3. Test your line-item to text transformation
- Click Test step. If the transformation is successful, the line items will be converted into a separate field for each item and a text string of all line items, separated by commas.