Search & Replace
Find and replace literal text in your data with simple, straightforward replacements.
Overview
Section titled “Overview”The Search & Replace action allows you to find and replace literal text in properties. Great for data cleaning, format standardization, removing unwanted characters, or simple text substitutions.
Configuration
Section titled “Configuration”Input Fields
Section titled “Input Fields”Text (Required)
Section titled “Text (Required)”The text you want to search within and modify. Can be any string value from a property, workflow variable, or static text.
Example:
{{contact.phone}}{{company.name}}Acme Corporation, Inc.Search Text (Required)
Section titled “Search Text (Required)”The literal text to search for. All occurrences will be replaced.
Examples:
Inc.LLC(555)@gmail.comReplace With (Required)
Section titled “Replace With (Required)”The text to replace matches with. Can be empty to remove the search text.
Examples:
(empty) - Remove the matched text- (dash) - Replace with dashCompany - Replace with "Company"Output Fields
Section titled “Output Fields”processedText (String)
Section titled “processedText (String)”The modified text after performing the search and replace operation. If no matches found, returns the original text unchanged.
Examples
Section titled “Examples”Example 1: Remove Company Suffix
Section titled “Example 1: Remove Company Suffix”Scenario: Remove ”, Inc.” from company names.
Input:
- Text:
Acme Corporation, Inc. - Search Text:
, Inc. - Replace With: “ (empty)
Output:
- processedText:
Acme Corporation
Example 2: Replace Product SKU Prefix
Section titled “Example 2: Replace Product SKU Prefix”Scenario: Change old product prefix to new one.
Input:
- Text:
OLD-WIDGET-123 - Search Text:
OLD- - Replace With:
NEW-
Output:
- processedText:
NEW-WIDGET-123
Example 3: Update Email Domain
Section titled “Example 3: Update Email Domain”Scenario: Replace old domain with new domain.
Input:
- Text:
john.doe@oldcompany.com - Search Text:
@oldcompany.com - Replace With:
@newcompany.com
Output:
- processedText:
john.doe@newcompany.com
Example 4: Replace HTTP with HTTPS
Section titled “Example 4: Replace HTTP with HTTPS”Scenario: Update URLs to use secure protocol.
Input:
- Text:
http://example.com - Search Text:
http:// - Replace With:
https://
Output:
- processedText:
https://example.com
Example 5: Remove Specific Characters
Section titled “Example 5: Remove Specific Characters”Scenario: Remove dashes from a code.
Input:
- Text:
ABC-123-XYZ - Search Text:
- - Replace With: “ (empty)
Output:
- processedText:
ABC123XYZ
Example 6: Replace Abbreviations
Section titled “Example 6: Replace Abbreviations”Scenario: Expand abbreviation to full text.
Input:
- Text:
Contact the CS team for help - Search Text:
CS - Replace With:
Customer Success
Output:
- processedText:
Contact the Customer Success team for help
Best Practices
Section titled “Best Practices”- Test with sample data — Always test replacements with example text first
- Exact matches only — Search & Replace uses literal text matching, not patterns
- All occurrences — All instances of the search text are replaced
- Chain actions — Use multiple Search & Replace actions for complex multi-step transformations
- Empty replace = delete — Leave “Replace With” empty to delete the matched text
- Case sensitive — Matching is case-sensitive (“Inc” won’t match “inc”)
Related Actions
Section titled “Related Actions”- Regex Replace — Pattern-based replacement with regular expressions
- Text Transform — Basic text transformations (uppercase, lowercase, trim)
- Match Regex — Extract data using regex patterns