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Create line items in Zaps

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In order to use line items in your Zap, they must be supported in both your trigger and action events. If your trigger event doesn’t support line items, you can use Formatter to create line items after setting up your trigger.


1. Add a Formatter step to your Zap

  • In the Zap editor, go to the 2. Do This… step. If you don’t see this step, click the + icon to add a new step.
  • In the Built-In Apps section, select Formatter by Zapier.
  • In the App & Event Selected section, click the Choose Action Event dropdown menu and select Utilities.
  • Click Continue.

Formatter utilities step.


2. Customize the line item transformation

There are two ways to create line items with Formatter.

Text to Line Item

The simple method is to use the Text to Line Item transform:

  • In the Customize Utilities section, click the Transform dropdown menu and select Text to Line-item.
  • In the Values section, click the Input dropdown menu and select a trigger field with data in the format of a comma-separated list of values (e.g., apples,bananas,oranges).
  • Click Continue.

Text to line item input field

Line Itemizer

The more complex method is to use the Line Itemizer transform:

  • In the Customize Utilities section, click the Transform dropdown menu and select **Line Itemizer
  • (Optional) In the Line-item(s) Group Name field, enter a name for your line item group.
  • In the Line-item Properties section, add your line items:
    • In the left field, enter a property name. The name should be a single word.
    • In the right field, click the dropdown menu and select a trigger field for the value. The field data should be in the format of a comma-separated list of values (e.g., apples,bananas,oranges).
    • Repeat this step for each individual line item.
  • Click Continue.

Line itemizer properties


3. Test your line item transformation

  • In the Test Your Connection section, click Send Test to Formatter by Zapier to test your line item transformation. If the transformation is successful, the sample data from the trigger will be converted into the specified line items.

Formatter by Zapier test

After creating your line items with Formatter, you can use these line items in further actions in your Zap.


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