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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Bid Status Changed" from MeasureSquare CRM.

Add your action

An action happens after the trigger—such as "Date / Time" in Formatter by Zapier.

You’re connected!

Zapier seamlessly connects MeasureSquare CRM and Formatter by Zapier, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Bid Status Changed
Triggers when a bid status is changed
Trigger
Instant
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Deal Stage Changed
Triggers when a deal stage is changed
Trigger
Instant
Try It
- First Name
- Last Name
- Avatar
- Phone
- Email
- Title
- Description
- Street 1
- Street 2
- City
- State
- Country
- Zip
Action
Write
- Task Name
  Required
- Category
- Type
  Required
- Company Id
- Owner Id
- Assignee Id
- Contact Id
- Priority
- Project Id
- Status
- Phone
- Location
- Description
Action
Write
- Xero Invoice Id
  Required
- Crm Status
Action
Write

- Source
  Required
- Invoice Id
  Required
- Crm Status
  Required
Action
Write
- Transform
  Required
Action
Write

- Transform
  Required
Action
Write

Change Order Status Changed
Triggers when a change order status is changed
Trigger
Instant
Try It
Quote Status Changed
Triggers when a quote status is changed
Trigger
Instant
Try It
- Name
  Required
- Pipeline
  Required
- Stage
  Required
- MeasrureSquare Contact Id
- Source
- Description
- Street 1
- Street 2
- City
- State
- Country
- Zip
Action
Write
- Diagram Id
  Required
- Tag
  Required
Action
Write
- Deal Id
  Required
- Stage Id
  Required
Action
Write
- Source
  Required
- Purchase Order Id
  Required
- Crm status
  Required
Action
Write
- Transform
  Required
Action
Write
- Transform
  Required
Action
Write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect MeasureSquare CRM and Formatter by Zapier to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Formatter by Zapier on the Zapier blog

Make work flow with AI

Level up your MeasureSquare CRM to Formatter by Zapier integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About MeasureSquare CRM

MeasureSquare CRM is a team collaboration tool to organize tasks and keep projects on track.

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Related categories

CRM (Customer Relationship Management)

About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.