Values and formulas

Steps pass information to each other as values. This page covers how to insert a value into a setting, and how to calculate a new one.

Insert a value

Put a value in double curly brackets to insert it into a title, message, URL or any other text field.

You write	You get
{{leadname}}	A value from the trigger. The builder lists the values each trigger offers.
{{steps.<step id>.<field>}}	The result of an earlier step, for example {{steps.fetch.status}}.
{{body.orderid}}	A field from the JSON sent to a Webhook received trigger.
{{loop.item.name}}	The current item inside a Repeat step.

If you write a value the trigger does not offer, for example a misspelt {{leadnmae}}, the automation is not saved and the step shows which value is unknown. This stops the raw text reaching a customer. A Webhook received trigger accepts any {{body.<field>}}, because its JSON is yours to choose.

Calculate

The Calculate action works out a value and changes nothing. Later steps read it as {{steps.<step id>.result}}.

A formula reads values by name, without curly brackets:

You write	Meaning
amount	A value from the trigger.
steps.fetch.status	A value from an earlier step.
loop.item.amount	A value from the current repeat.
now	The time the run started.

Examples:

round(amount * 0.1 * 100) / 100      10% of an amount
date(now) + duration("72h")          a date three days later
sum(map(items, #.amount))            the total of a list
len(items)                           how many items are in a list
fromJSON(steps.fetch.body)           turn JSON text into values
random(1, 100)                       a whole number from 1 to 100
budget > 50000 ? "large" : "small"   choose between two values

Formulas support arithmetic, comparisons, text joining with +, and functions for numbers (round, floor, ceil, min, max), text (upper, lower, trim, split), lists (len, sum, map, filter, first, last) and dates (date, duration, now).

A formula is checked when you save. A formula that cannot be read is refused with the reason. A formula cannot reach the network or change a record.