STEP 1
Connect AgencyZoom and Mosaic
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
AgencyZoom and Mosaic Integration
Build project management workflows between AgencyZoom and Mosaic on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
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Learn about AgencyZoom and Mosaic
Detailed info you need to know about AgencyZoom and Mosaic integrations in WEXTL. Explore which modules apps support and how you connect them.
AgencyZoom
Sales and onboarding platform for insurance agencies, with producer leaderboards and goal tracking. [5]
How to connect AgencyZoom to Mosaic
Set up your AgencyZoom and Mosaic integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected AgencyZoom and Mosaic nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between AgencyZoom and Mosaic. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between AgencyZoom and Mosaic work in WEXTL?
WEXTL exposes actions and triggers for AgencyZoom and Mosaic that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
AgencyZoom triggersMosaic actions
AgencyZoom modules
- Complete a TaskCompletes a task in a specified service.
- Create a Business LeadCreates a new business lead.
- Create a NoteCreates a note for a lead.
- Create a Personal LeadCreates a new personal lead.
- Create a TaskCreates a new task.
- Delete a LeadDeletes a single lead.
- Delete a TaskDeletes an existing task.
- Get a LeadRetrieves lead details.
- Get a TaskRetrieves details of a single task.
- List Lead NotesRetrieves a lead notes list for a specific lead.
- List Lead OpportunitiesRetrieves a list of opportunities for a lead.
- List Lead TasksRetrieves a list of tasks for a specific lead.
- Make an API CallPerforms an arbitrary authorized API call.
- Reopen a TaskMarks a task as active again.
- Search LeadsSearches for leads by specified criteria.
- Search TasksSearches for tasks by specified criteria.
- Update a Business LeadUpdates an existing business lead.
- Update a Personal LeadUpdates a personal lead.
- Update a TaskUpdates a single task's details.
- Watch New LeadsTriggers when a new lead is created.
- Watch New TasksTriggers when a new task is added.
- Watch Updated LeadsTriggers when a lead has an activity or is updated.
Mosaic modules
- Create a ClientCreates a new client in the system.
- Create a HolidayCreates a holiday entry in the system.
- Create a PhaseCreates a new phase within a project or workflow.
- Create a PortfolioCreates a new portfolio for a user or organization.
- Create a ProjectCreates a new project in the specified service.
- Create a TaskCreates a new task in the specified project or task list.
- Create a Time EntryCreates a time entry for a specific user.
- Create a Timetracking EntryCreates a new time tracking entry in the system.
- Create an EmployeeCreates a new employee record in the system.
- Create an InvoiceCreates an invoice in the invoicing system.
- Delete a HolidayDeletes a holiday from the calendar.
- Delete a PhaseDeletes a specified phase from the project management system.
- Delete a PortfolioDeletes a portfolio from the system.
- Delete a ProjectDeletes a specific project from the service.
- Delete a TaskDeletes a task from the system.
- Delete an EmployeeDeletes an employee record from the system.
- Delete Time EntriesDeletes time entries from a specified user or project.
- Delete Time TrackingDeletes a time tracking entry from the system.
- Get a PortfolioRetrieves information about a portfolio.
- Get an EmployeeRetrieves information about a specific employee.
- List ClientsRetrieves a list of clients from the database.
- List EmployeesRetrieves a list of employees from the service.
- List HolidaysRetrieves a list of holidays.
- List InvoicesRetrieves a list of invoices from the service.
- List PhasesRetrieves the list of phases for a specific project.
- List PortfoliosRetrieves a list of portfolios from the service.
- List ProjectsRetrieves a list of projects from the service.
- List TasksLists all tasks in the specified project or category.
- List Time EntriesRetrieves a list of time entries.
- List Time TrackingRetrieves data from the time tracking service and allows retrieving one or more results.
- Make an API CallPerforms an arbitrary authorized API call.
- Override Project TotalOverrides the total for a specific project.
- Search PhasesRetrieves phases from the service and allows retrieving one or more results.
- Update a ClientUpdates a client by their ID.
- Update a HolidayUpdates a holiday in the system.
- Update a PortfolioUpdates a portfolio's information.
- Update a ProjectUpdates a project with new or modified information.
- Update a TaskUpdates a task with the provided details.
- Update a TaskUpdates a task with new information.
- Update a Time EntryUpdates a time entry for a specific user.
- Update EmployeeUpdates an employee's details in the system.
- Update InvoicesUpdates an invoice with new information, such as status, amounts, or client details.
- Update PhaseUpdates a phase in the system with new information.
- Update Time TrackingUpdates time tracking details for a specific task or project.
- Watch ClientsTriggers when a new client is added or an existing client is updated.
- Watch EmployeesTriggers when a new employee is added or updated.
- Watch HolidaysTriggers when a new holiday is scheduled or occurs.
- Watch InvoicesTriggers when a new invoice is created.
- Watch PhasesTriggers when a new phase is created or updated.
- Watch PortfoliosTriggers when there are new events in a portfolio.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with AgencyZoom and Mosaic integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting AgencyZoom and Mosaic.
Connect your AgencyZoom and Mosaic accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when AgencyZoom's "Watch New Leads" fires, WEXTL can "Create a Client" in Mosaic. AgencyZoom has 3 triggers (including Watch New Leads, Watch New Tasks, and Watch Updated Leads); Mosaic has 44 actions (including Create a Client, Create a Holiday, and Create a Phase). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. AgencyZoom-to-Mosaic automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment AgencyZoom (or Mosaic) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your AgencyZoom + Mosaic automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the AgencyZoom and Mosaic integration.
- AgencyZoom and Mosaic integration source code, module specs and credentials implementation.
- Our AgencyZoom and Mosaic integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for AgencyZoom and Mosaic — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- AgencyZoom integration information
- Mosaic integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library