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Set default values for blank fields in Zaps

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The default value transformation in Formatter allows you to see a fallback for fields that may not always be provided in your trigger step.

Example

If you have a web form that collects leads and the “company” field is optional but your CRM requires it you could set a default value of “Unaffiliated” so that anyone without a company in their form response still makes it through to your CRM but folks who do provide one have that logged correctly.

Before you can add Formatter to a Zap, you’ll first need to set up a trigger.


1. Add a Formatter step to your Zap

  • Add a new step to your Zap
  • Select Formatter as the app
  • Select Text for the action event
  • Select Continue

2. Customize your Transformation


3. Test your transformation

Select Send test to Formatter to test your transformation. If your transformation was successful you’ll see either the value provided by your trigger or the default value if the input field is blank.

After you’ve set your default value you’ll be able to map the output of that field in later steps in your Zap.

Once you’ve set your Default Value step you’re ready to continue setting up the rest of your Zap.

Our “Company” default value output is ready to be used here.


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