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You're reading from  Automate It with Zapier and Generative AI - Second Edition

Product typeBook
Published inAug 2023
PublisherPackt
ISBN-139781803239842
Edition2nd Edition
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Author (1)
Kelly Goss
Kelly Goss
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Kelly Goss

Kelly Goss is a process automation specialist and company director for Solvaa, a cloud-based automation consultancy. She has worked across multiple industry verticals for providing Zapier consultancy, digital process improvement, process mapping and process automation solutions. Kelly is a Zapier Certified Expert and a speaker at multiple events related to automation.
Read more about Kelly Goss

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Assigning a default value

You might encounter situations where data has not been entered for whatever reason, therefore leaving a field blank. In some cases, this lack of data may cause problems later in your workflow. To prevent such problems, you might want to conditionally assign a value that acts as the default where data might be missing from a specific field. You can use the Formatter by Zapier Text action event with the Default Value transform function to achieve this by assigning a default value when a field contains no data.

Here are a few examples of when you can use this transform option:

  • When new deals are created in Zoho CRM, but an owner has not been assigned, you may want to automatically assign these deals to a specific user who can then reassign the deal to a member of the team
  • When new cards are created in Trello but members have not been assigned, you may want to automatically assign these cards to a manager who then assigns the card to someone in...
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Automate It with Zapier and Generative AI - Second Edition
Published in: Aug 2023Publisher: PacktISBN-13: 9781803239842

Author (1)

author image
Kelly Goss

Kelly Goss is a process automation specialist and company director for Solvaa, a cloud-based automation consultancy. She has worked across multiple industry verticals for providing Zapier consultancy, digital process improvement, process mapping and process automation solutions. Kelly is a Zapier Certified Expert and a speaker at multiple events related to automation.
Read more about Kelly Goss