Integrated Data

Integrated Data Types

By connecting Zapier to Mosaic, you will be able to integrate the following data types (in Mosaic terms):

Check Ins
Employees
Projects
Phases
Portfolios
Standard Work Categories
Time Entries
Work Plans
Tasks

Mosaic is constantly working on adding more features to our integrations; you can expect additional data points to be added to your integration in the near future!

If new features require additional permissions, your Customer Success Manager will reach out to request that they be added to the profile you have assigned to the Mosaic user.

Integrated Data Fields

Zapier Triggers

Triggers are events that initiate a Zap. In Mosaic, a trigger event starts an automated workflow in Zapier, which then executes the defined actions.

Available Triggers:

New Task
New Time Entry
New Check In
New Portfolio
New Project
New Employee
New Standard Work Category
New Phase
New Time Entry
New Work Plan
New Rate Group

Zapier Actions

Actions are tasks that Zapier performs after a trigger occurs. In the Zapier ↔ Mosaic integration, actions are operations Mosaic executes in response to triggers from other apps or within Mosaic itself. These actions automate repetitive tasks, ensuring data consistency and saving time.

Data Sources

Below is a detailed overview of the available triggers, actions, and corresponding Mosaic data types:

Zapier Triggers	Zapier Actions	Mosaic Data Types
New Check In	Create Check In	Check In Portfolio Project Employee Title Date Estimated Hours Phase Work Category
New Employee	Get Employees Create Employee Update Employee	Employee First Name Last Name Email
New Project	Get Projects Create Project Update Project Delete Project	Project Title Client Status End Date Billable Billing Type Description End Date Portfolio ID Rate Group ID Rate Multiplier Project Number Start Date Total
New Phase	Get Phases Create Phase Update Phase Delete Phase	Phase Billable Billing Type Budget Fixed Fee With Budget Hourly With Budget Internal With Budget Phase By Dependable Phase Id Dependency Type End Date Estimated Cost Estimated Hours Fee Type Is Budget (Phase) Is Main Move After Phase ID Name Parent ID Phase Number Profit Percentage Project ID Rate Group ID Rate Multiplier Start Date Total
New Portfolio	Get Portfolios Create Portfolio Update Portfolio	Portfolio Is Personal Is Private Portfolio Name
New Standard Work Category	Get Standard Work Categories Create Standard Work Category Update Standard Work Category	Standard Work Categories Archived Billable Require Title Title
New Time Entry	Get Time Entries Create Time Entry Update Time Entry Delete Time Entry	Time Entry Portfolio Project Phase Employee Work Category Title Date Hours
New Work Plan	Get Work Plans Create Work Plan Update Work plan Delete Work Plan	Work Plan Daily Hours Description End Date Member ID Phase ID Project ID Standard Work Category ID Start Date Total Hours
New Task	Get Tasks Create Task Update Task Delete Task	Task Portfolio Project Task Description Estimated Hours Start Date End Date Assignees

Unsupported Data Sources

Integrating Data Types that are not explicitly listed in the Zapier Integration Documentation

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Please Note:
If there is a data endpoint not listed in this documentation and it is required for your integration, it will be a customization, charged at an hourly rate.

Updated about 13 hours ago