GoHighLevel Text Formatter Guide

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GoHighLevel Text Formatter Workflow Action Guide

The Text Formatter workflow action in GoHighLevel is a powerful tool for cleaning, transforming, and standardizing text inside your automations, similar in concept to how ClickUp automations streamline task updates. This guide walks you step by step through how to configure and use each transform type so you can improve data quality and message consistency in your GoHighLevel account.

This how-to article is based on the official documentation and is designed to be easy to follow, even if you are new to workflow automation.

What Is the GoHighLevel Text Formatter Action?

The Text Formatter workflow action in GoHighLevel lets you apply different formatting and transformation rules to text values from contacts, opportunities, custom fields, and other workflow data. You can then save the formatted text into another field or use it in follow-up actions like emails, SMS, or internal notifications.

Typical use cases include:

  • Cleaning up names so they all follow the same capitalization style.
  • Removing unwanted symbols from phone numbers or IDs.
  • Extracting a specific part of a string based on a pattern.
  • Replacing repeated text fragments with cleaner alternatives.

You add this action as a step inside any workflow in your GoHighLevel account and configure it with your preferred transform type and input text.

How to Add the Text Formatter in GoHighLevel Workflows

Follow these steps to insert and configure the Text Formatter inside a GoHighLevel workflow:

  1. Open your GoHighLevel sub-account and navigate to Automation > Workflows.

  2. Edit an existing workflow or create a new one.

  3. Click the + icon to add an action after your chosen trigger or step.

  4. In the action list, search for Text Formatter and select it.

  5. Choose the Transform Type you want to apply.

  6. Enter or map the Input text value (often a custom value from a contact or opportunity).

  7. Save the action, then test the workflow to confirm the output looks correct.

Each Text Formatter step outputs a new text value, which you can reference in later actions using custom values.

GoHighLevel Text Formatter Transform Types

The Text Formatter in GoHighLevel includes multiple transform types. Each one applies a different kind of text processing. Below is an overview of the main options, along with how they work.

GoHighLevel Capitalization Transforms

These transforms adjust letter case and spacing for more consistent formatting.

  • Capitalize Every Word
    Converts each word in the input text so that the first letter is uppercase and the remaining letters are lowercase.
    Example: “joHN doE” → “John Doe”

  • Capitalize Sentence
    Capitalizes the first letter of the sentence and leaves the rest of the sentence with standard spacing and case rules, based on the original input.

  • UPPERCASE
    Converts the entire input string to uppercase.
    Example: “HighLevel” → “HIGHLEVEL”

  • lowercase
    Converts all characters in the input string to lowercase.
    Example: “HighLevel” → “highlevel”

  • Normalize Whitespace
    Removes extra spaces and normalizes spacing between words, useful when text fields contain irregular spacing.

GoHighLevel Remove and Replace Transforms

These options help you clean or modify text by deleting or changing specific parts.

  • Remove All Non-Digits
    Keeps only numeric characters and removes everything else. This is useful for cleaning phone numbers or IDs.
    Example: “+1 (555) 123-4567” → “15551234567”

  • Remove Extra Whitespace
    Strips leading, trailing, and repeated spaces, resulting in a cleaner single-space-separated string.

  • Replace Text
    Finds a specified substring and replaces it with another value.
    Configuration fields typically include:

    • Text to Find – the exact text or pattern you want to replace.
    • Replacement Text – what should be inserted instead.

GoHighLevel Extract and Split Transforms

Extraction transforms allow you to pull out specific segments from a longer string.

  • Extract Substring
    Returns a portion of the text based on a start and end position or based on markers that surround the desired text.

  • Split Text
    Splits the input text using a chosen delimiter (such as a comma, space, or hyphen) and lets you select one of the resulting segments.

  • Extract by Delimiter
    Similar to Split Text, but more focused on selecting text before or after a specific delimiter.

Configuring Inputs in GoHighLevel Text Formatter

To get the most from the Text Formatter in GoHighLevel, you should map dynamic values instead of typing static text whenever possible.

Typical input sources include:

  • Contact fields (First Name, Last Name, Email, Phone).
  • Custom fields from forms or pipelines.
  • Values generated by previous workflow actions.

Use the {} custom value picker inside the action to insert the relevant field. The formatter will apply the chosen transform each time the workflow runs and will generate a consistent output value.

Using GoHighLevel Text Formatter Output in Workflows

Once the Text Formatter action finishes, GoHighLevel makes the transformed text available as an output that can be reused further down the workflow.

Common next steps include:

  • Updating a custom field with the formatted value.
  • Sending an email or SMS that uses the cleaned text.
  • Adding notes or tasks that include the standardized information.

To use the output, open a later action, click the Custom Values menu, and select the output from the specific Text Formatter step.

Best Practices for GoHighLevel Text Formatter

To avoid confusion and maintain data integrity in GoHighLevel, consider these best practices when working with the Text Formatter action:

  • Test in a sandbox workflow or on a small set of contacts before applying transforms across large lists.
  • Name your actions clearly, such as “Text Formatter – Clean Phone” or “Text Formatter – Capitalize Name”, so outputs are easy to identify later.
  • Avoid overwriting raw data immediately; instead, save formatted values into separate fields when possible.
  • Chain multiple Text Formatter actions if you need to apply several transformations in sequence (for example, remove non-digits, then format into a standard phone structure).

Where to Learn More About GoHighLevel Text Tools

You can view the original help article for the Text Formatter workflow action directly in the GoHighLevel documentation. It contains screenshots and the latest interface details.

For broader strategy, implementation guides, and consulting around GoHighLevel automation and CRM setups, you can explore resources and services at Consultevo, which covers advanced marketing operations and system configuration.

Summary: Streamline Data with GoHighLevel Text Formatter

The Text Formatter workflow action in GoHighLevel is essential for maintaining clean, consistent, and automation-ready text data. By choosing the right transform type—capitalization, cleaning, extracting, or replacing—you can standardize how information appears across messages, fields, and internal notes.

Set up the action inside your workflows, map the appropriate input fields, and reuse the formatted output in downstream steps. With a few well-planned Text Formatter actions, your GoHighLevel automations will be more reliable, easier to manage, and better aligned with professional communication standards.

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