Preparing webhook data for Invelo using Zapier Formatter

When sending property or contact data into Invelo from another platform using webhooks, proper formatting is essential. Many external systems store information in combined fields such as full name or full address. Before sending that data into Invelo, it must be structured correctly to ensure records are created accurately and automations function as expected.

This guide explains how to use Zapier’s Formatter tool to clean and structure incoming data before sending it to Invelo via webhook.

Why Data Formatting Matters for Webhooks

Invelo relies on structured fields to:

Create and update contacts correctly
Associate properties with the correct owner
Trigger workflows and automations
Apply filters and smart views
Route leads into the correct pipeline

If an external platform sends data like:

Full Name: John Smith
Full Address: 9215 SW 171st Ct, Miami, FL 33196

And that data is not separated into structured fields, issues may occur such as:

Missing city, state, or ZIP
Improper property association
Automation triggers not firing
Incomplete contact records

To prevent this, you should format the data before sending it to Invelo.

Recommended Workflow: Platform → Zapier → Invelo (Webhook)

Step 1: Trigger from External Platform

Start with a trigger such as:

New lead submission
New row in Google Sheets
Facebook Lead Form submission
New CRM contact
Website form entry

This trigger pulls the raw data into Zapier.

Step 2: Use Zapier Formatter to Structure Data

Add a Formatter by Zapier step before your webhook action.

Common formatting actions include:

Split Full Name

Use:

Event: Text
Transform: Split Text
Separator: Space

This allows you to separate:

First Name
Last Name

Split Full Address

If you receive an address like:

9215 SW 171st Ct, Miami, FL 33196

Use:

Transform: Split Text
Separator: Comma

This allows you to extract:

Street Address
City
State and ZIP

You may then add another Split Text step to separate:

State
ZIP Code

Clean Phone Numbers

Use Formatter to:

Remove special characters
Standardize formatting
Ensure numbers are in the correct structure for Invelo

Trim Extra Spaces

If fields contain extra spacing, use:

Text → Trim Whitespace

This ensures clean data is sent to Invelo.

Step 3: Send Structured Data via Webhook to Invelo

After formatting the data, add:

Webhooks by Zapier → POST

Send properly structured JSON like:

{
  "first_name": "John",
  "last_name": "Smith",
  "phone": "3055551234",
  "property_address": "9215 SW 171st Ct",
  "city": "Miami",
  "state": "FL",
  "zip": "33196"
}

This ensures:

Contact records are created properly
Properties are correctly associated
Automations trigger as expected
Filters and smart views work correctly

Best Practices for Webhook Integrations with Invelo

Always format combined fields before sending data
Test your webhook using sample records
Confirm all required Invelo fields are mapped
Use consistent state abbreviations (e.g., FL instead of Florida)
Ensure phone numbers follow a consistent format

Clean, structured data ensures that Invelo’s workflows, pipelines, and automations perform correctly.

Common Use Cases

This setup is commonly used when:

Sending Facebook Lead Ads into Invelo
Connecting website forms
Integrating another CRM
Automating Google Sheets imports
Migrating from another platform

When sending property or contact data into Invelo via webhook, formatting is a critical step. Using Zapier’s Formatter tool allows you to split combined fields, clean raw data, and structure information correctly before sending it to Invelo.

Properly structured data leads to accurate records, reliable automation, and a smoother workflow inside the platform.