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 workflows. To prevent problems later down the line, 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...