Variable Reference

This page provides a complete reference for all variables and Handlebars helpers available in epilot templates.

Variable Syntax

Variables use Handlebars syntax with double curly braces:

{{variable_name}}
{{entity.attribute}}
{{helper_name argument1 argument2}}

Entity Variables

Access entity data using the entity slug as a prefix:

Syntax	Description
{{contact.first_name}}	Contact's first name
{{order._title}}	Order title
{{opportunity.billing_address}}	Opportunity's billing address
{{_title}}	Title of the main entity in context

Nested Attributes

Access nested attributes with dot notation:

{{order.line_items.0.product.name}}
{{contact.payment.0.data.iban}}

Computed Metadata Fields

Some fields store IDs that are resolved to human-readable values using the :<field> suffix:

{{opportunity._tags:name}}        <!-- Resolved tag names -->
{{opportunity._purpose:name}}     <!-- Resolved purpose names -->

System Variables

Variable	Description
{{system.date}}	Current date (formatted for the org locale)
{{system.time}}	Current time

Environment Variables

Reference organization-level environment variables in templates using the {{ env.* }} prefix. Environment variables are resolved at runtime, allowing the same template to work across sandbox and production environments.

{{env.portal.domain}}
{{env.erp_api.base_url}}
{{env.n8n.metering_webhook_url}}

Using Environment Variables in Templates

Environment variables are supported anywhere template variables work:

Email subject:

Your order confirmation from {{env.company.name}}

Email body:

<p>
  View your order in the 
  <a href="https://{{env.portal.domain}}/orders">customer portal</a>.
</p>

Document templates:

Contact us at {{env.support.email}} or visit {{env.company.website}}

tip

Use Environments & Secrets to manage your organization's environment variables. Variables set there can be referenced with {{ env.key }} in any template.

Variable Types

Type	In Templates	In Webhooks
String	Yes	Yes
SecretString	No	Yes

SecretString values are only available in trusted backend contexts (webhooks, integrations) and are never exposed in user-facing templates.

For full details on creating and managing environment variables, see Environments & Secrets.

Organization Variables

Variable	Description
{{organization.name}}	Organization name
{{organization.website}}	Organization website URL
{{organization.email}}	Organization email
{{organization.phone}}	Organization phone number
{{organization.address}}	Full formatted address
{{organization.signature}}	Email signature

User Variables

Variable	Description
{{user.display_name}}	Current user's display name
{{user.email}}	Current user's email
{{user.phone}}	Current user's phone number
{{user.department}}	Current user's department

Portal & Link Variables

Variable	Context	Description
{{consent.optInLink}}	Email	Double opt-in confirmation link
{{unsubscribe_url}}	Email	Unsubscribe link
{{portalUser.confirmationLink}}	Email	Portal user email confirmation link
{{portalUser.forgotPasswordLink}}	Email	Portal password reset link
{{customerPortal.invitationLink}}	Email	Customer portal invitation link
{{installerPortal.invitationLink}}	Email	Installer portal invitation link
{{customerPortal.newDocumentLink}}	Email	Link to new document in customer portal
{{customerPortal.entityLink}}	Email	Link to entity in customer portal
{{customerPortal.userEmailsOnEntity}}	Email	Portal user emails associated with the entity

---

Handlebars Helpers

Standard Library Helpers

All helpers from handlebars-helpers are available, including:

• math: add, subtract, multiply, divide, ceil, floor, round, abs
• number: bytes, addCommas, toFixed, toPrecision
• comparison: eq, ne, lt, lte, gt, gte, and, or, not
• array: first, last, after, before, join, sort, length, map, filter
• string: capitalize, lowercase, uppercase, trim, truncate, replace, split
• date: moment (Moment.js formatting)
• object: get, keys, values, extend, merge
• url: encodeURI, decodeURI, urlResolve, urlParse

{{add 1 2}}                    <!-- 3 -->
{{multiply price quantity}}    <!-- price * quantity -->
{{uppercase "hello"}}          <!-- HELLO -->
{{truncate description 100}}   <!-- First 100 chars -->

---

Address Helpers

formatAddress

Formats an address object into a single-line string.

{{formatAddress 'billing_address.0'}}

address

Formats the primary address from context (searches for billing or primary tags).

{{address}}
{{address "contact"}}

billing_address

Formats the billing address (searches for billing, shipping, or primary tags).

{{billing_address}}

shipping_address

Formats the shipping address (searches for shipping, billing, or primary tags).

{{shipping_address}}

delivery_address

Formats the delivery address (searches for delivery or primary tags).

{{delivery_address}}

additional_address

Formats an additional address tagged as primary.

{{additional_address}}

---

Contact Helpers

email

Retrieves the email address, prioritizing email then billing_email.

{{email}}
{{email "contact"}}

billing_email

Retrieves the billing email, prioritizing billing_email then email.

{{billing_email}}

phone

Retrieves the phone number, prioritizing phone then billing_phone.

{{phone}}
{{phone "contact"}}

billing_phone

Retrieves the billing phone, prioritizing billing_phone then phone.

{{billing_phone}}

---

Date & Time Helpers

formatDate

Formats a date string. Defaults to dd.MM.yyyy.

{{formatDate "2025-05-13"}}                <!-- 13.05.2025 -->
{{formatDate order.created_at "yyyy-MM-dd"}}

formatDateTime

Formats a date/time string. Defaults to dd.MM.yyyy HH:mm.

{{formatDateTime "2025-05-13T14:30:00Z"}}
{{formatDateTime order.created_at "yyyy-MM-dd HH:mm:ss"}}

dateMath

Performs date arithmetic.

Parameters:

• inputDate - The starting date
• expression - Arithmetic expression like +1d, -2w, +1M
• inputFormat (optional) - Input date format
• format (optional) - Output date format

{{dateMath "2025-05-13" "+14d"}}           <!-- Add 14 days -->
{{dateMath order.date "-1M"}}               <!-- Subtract 1 month -->
{{dateMath "2025-05-13" "+1y" format="dd.MM.yyyy"}}

Expression units: d (days), w (weeks), M (months), y (years)

---

Currency Helpers

asCurrency

Formats a number as currency using @epilot/pricing.

Parameters:

• amount - The number to format
• currency (default: EUR) - Currency code
• locale (default: de) - Locale for formatting
• displayZeroAmount (default: false) - Show zero amounts

{{asCurrency 1000}}                       <!-- 1.000,00 € -->
{{asCurrency 99.99 "USD" "en"}}           <!-- $99.99 -->
{{asCurrency order.total "EUR" "de" true}}

fromCents

Converts a cent value to decimal. Handles both raw integers and formatted strings.

{{fromCents 23562}}                       <!-- 235.62 -->
{{fromCents "9.999,00 €"}}                <!-- 9999.00 -->
{{multiply (fromCents product.price.amount_total) 1.1}}

toNumber

Parses a locale-formatted number string to a number.

{{toNumber "1,50"}}                       <!-- 1.5 (German format) -->
{{toNumber "1.50"}}                       <!-- 1.5 (English format) -->

---

Comparison Helpers

gt

Returns true if the first value is greater than the second.

{{#if (gt quantity 10)}}Bulk discount!{{/if}}

lt

Returns true if the first value is less than the second.

{{#if (lt stock 5)}}Low stock{{/if}}

eq

Returns true if two values are equal.

{{#if (eq status "approved")}}Approved!{{/if}}

---

Boolean Helpers

yn

Converts a boolean value to localized "Yes" or "No".

{{yn true}}                              <!-- Yes / Ja -->
{{yn false}}                             <!-- No / Nein -->
{{yn is_active "Active" "Inactive"}}     <!-- Custom labels -->

xif

Returns "x" if truthy, empty string if falsy. Useful for checkboxes in documents.

{{xif is_selected}}

---

Tag & Filter Helpers

withTag

Retrieves a value from an array by tag.

Parameters:

• arr - Array to search
• tag (default: primary) - Tag to match
• attribute (optional) - Attribute to extract

{{withTag contacts tag="billing" attribute="email"}}
{{withTag addresses tag="delivery"}}

Special tags:

• * - Get values from all items (comma-separated)
• ...tagname - Get all items matching the tag (spread)

{{withTag items tag="*" attribute="name"}}           <!-- All names -->
{{withTag contacts tag="...customer" attribute="email"}}

---

String Helpers

padStart

Pads a string to a target length with a character.

{{padStart "5" 3 "0"}}                   <!-- 005 -->
{{padStart invoice_number 8 "0"}}        <!-- 00001234 -->

---

Journey Link Helpers

generateJourneyLink

Generates a signed journey link with optional parameters.

Required:

• journey_id - The journey ID

Optional:

• custom_url - Custom domain for the URL
• expires_in - Token expiration (ms format)
• nonce - Add a nonce to the payload

{{generateJourneyLink hash.journeyId="abc123"}}
{{generateJourneyLink hash.journeyId="abc123" hash.expires_in="7d"}}
{{generateJourneyLink hash.journeyId="abc123" hash.custom_url="portal.example.com"}}

---

Order Table Helpers

These helpers are used internally by Order Table Variables.

Helper	Description
calculateColspan	Calculates colspan for table cells
calculatePeriodColspan	Calculates colspan for period columns
calculateSummaryColspan	Calculates colspan for summary sections
isColumnEnabled	Checks if a column is enabled
shouldDisplayDetails	Checks if column details should display
isSummaryVisible	Checks if summary section is visible
isExternalFeesMetadataVisible	Checks if external fees are visible
makeStyle	Converts config to CSS style string

---

Excel-like Formulas

The calc helper supports Excel-like formulas for calculations.

{{calc "ROUND(price * quantity, 2)"}}
{{calc "IF(qty > 10, 10, qty)"}}
{{calc "MAX(price1, price2, price3)"}}
{{calc "ROUND(a + b, 0)" a=fee b=shipping}}

Arithmetic Operators

Operator	Description
+	Addition
-	Subtraction
*	Multiplication
/	Division
^	Exponentiation
%	Modulus
()	Grouping
-n	Negation

Formula Functions

Function	Description
ABS(n)	Absolute value
AND(a, b, ...)	Logical AND
AVERAGE(a, b, ...)	Average of values
CEIL(n)	Round up
FLOOR(n)	Round down
IF(cond, t, f)	Conditional
MAX(a, b, ...)	Maximum value
MIN(a, b, ...)	Minimum value
NOT(a)	Logical NOT
OR(a, b, ...)	Logical OR
ROUND(n, places)	Round to decimal places
SUM(a, b, ...)	Sum of values
RAND()	Random number 0-1

Date Functions

All date functions work with ISO 8601 strings and use UTC by default.

Function	Description
NOW([tz])	Current datetime
TODAY([tz])	Current date
DATEADD(date, val, unit, [tz])	Add/subtract time
DATEDIFF(start, end, unit, [tz])	Difference between dates
YEAR(date, [tz])	Extract year
MONTH(date, [tz])	Extract month (1-12)
DAY(date, [tz])	Extract day (1-31)
HOUR(date, [tz])	Extract hour (0-23)
MINUTE(date, [tz])	Extract minute (0-59)
SECOND(date, [tz])	Extract second (0-59)
WEEKDAY(date, [type], [tz])	Day of week
WEEKNUM(date, [type], [tz])	Week number

DATEADD units: years, quarters, months, weeks, days, hours, minutes, seconds

{{calc "DATEADD(order.date, 14, \"days\")"}}
{{calc "DATEDIFF(start_date, TODAY(), \"months\")"}}
{{calc "YEAR(invoice.date)"}}

---

Where Variables Are Supported

Feature	Variables	Environment Variables	Secrets
Email templates	Yes	Yes	No
Document templates	Yes	Yes	No
Webhooks	Yes	Yes	Yes
Automation actions	Yes	Yes	Yes
Entity mapping	Yes	Yes	Yes
Journey configurations	Yes	Yes	No
Customer Portal	Yes	Yes	No
ERP integrations	Yes	Yes	Yes

note

Secrets (SecretString environment variables) are only available in trusted backend contexts like webhooks and integrations. They are never exposed in templates or the frontend.