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Adding a formula to your automation

Similar to formula columns on your Streak pipelines, you can also add formulas to calculate values within the action steps of your automation.

Formulas use JavaScript to reference a datapoint in your automation - like a response in a Typeform or the date of a scheduled event. You can then write a formula to perform a mathematical operation or manipulate the data in your action steps.

Check out some common JavaScript formulas and learn more in the related article.

Streak Formulas

Referencing another column

{{boxStageChanged.ColumnName}}

Replace the ‘ColumnName’ with the name of the column without any spaces. You can only reference the columns available when you click on the “Show more...” button from the trigger step.

Adding a due date based on another date

# days before {{boxStageChanged.ColumnName}}

# days after {{boxStageChanged.ColumnName}}

# weeks before {{boxStageChanged.ColumnName}}

# weeks after {{boxStageChanged.ColumnName}}

Randomly assign a team member to a box or task

{{ (function(){var emails = ["demo1@gmail.com","demo2@gmail.com","demo3@gmail.com"]; var i = Math.floor(Math.random() * emails.length); return emails[i]; })() }}

Replace the emails (demo1@gmail.com, demo2@gmail.com, and demo3@gmail.com) with your team member's email addresses for boxes or tasks to be randomly assigned.

Typeform Formulas

Referencing a Typeform question

{{typeform.q1}}

Replace “q1” with the corresponding question number. For example, question #2 in your Typeform would be “q2”.

Combining two Typeform questions

{{typeform.q1}} {{typeform.q2}}

Combining two Typeform questions with additional text

insert text {{typeform.q4}} insert text {{typeform.q1}}

Separate first and last names to create a contact

{{typeform.q1.split(" ")[0]}}

If your Typeform asks for a customer's name, they typically provide their full name in one answer field. You'll want to split this out as their first name and last name to create a contact.

The above formula splits the words and selects only the first word in the response. Make sure you reference the appropriate question - in this case it's q1. You'll typically use this formula in the "Given name" field of an Add contact step:

To select the second word (typically the last name), change the [0] to [1] in the Family name field:

Calendly Formulas

Referencing information from a Calendly booking

{{calendly.inviteeName}}

{{calendly.inviteeEmail}}

{{calendly.eventStartTime}}

{{calendly.eventEndTime}}

{{calendly.eventUri}}

{{calendly.inviteeTimezone}}

{{calendly.inviteeUri}}

{{calendly.cancelUrl}}

{{calendly.rescheduleUrl}}

{{calendly.createdAt}}

{{calendly.updatedAt}}

{{calendly.isRescheduled}}

{{calendly.q1}}

Splitting the first and last name

{{calendly.inviteeName.split(" ")[0]}}
-- returns the first name

{{calendly.inviteeName.split(" ")[1]}}
-- returns the last name

Conditional Automations

Conditional automations run when specific instructions are met.

You can create a conditional automation by writing a formula in the “Should run?” field of an action step. This field runs the formula you’ve entered to determine whether or not to perform the action step. Click the “Show more…” option to edit the “Should run?” field.

The most common ways to use formulas are to make sure a certain piece of data is available or entered in the trigger step before continuing with the automation. You can also write a formula that will only continue the automation if the data is a certain value.

In the video below, an automation generates a box and a task after the submission of a specific Typeform. We've incorporated a formula to ensure that the task step runs only when someone completes question #4 in the form.

{{typeform.q4 > ""}}

Screen Recording 2022-12-22 at 03.44.46 PM

Only run the action step when any value is available

{{typeform.q1 > ""}}

{{boxStageChanged.ColumnName > ""}} 

-- returns "true" if any value is provided or returns "false" if no value is provided

Only run the action step when a specific value is available

{{typeform.q1 == "Text"}}

{{boxStageChanged.ColumnName == "Text"}}

-- returns "true" if the value "Text" is provided or returns "false" if the value doesn't match

Need a custom formula?

Feel free to reach out to us at support@streak.com or start a chat using the Streak help button at the bottom right corner of this page and we'll be happy to help.