STEP 1
Connect Autotask PSA 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.
Autotask PSA and Mosaic Integration
Build project management workflows between Autotask PSA 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 Autotask PSA and Mosaic
Detailed info you need to know about Autotask PSA and Mosaic integrations in WEXTL. Explore which modules apps support and how you connect them.
Autotask PSA
Manages tickets, projects, time entries, resources, and customer relationships for Autotask PSA users. [5]
How to connect Autotask PSA to Mosaic
Set up your Autotask PSA and Mosaic integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Autotask PSA 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 Autotask PSA and Mosaic. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Autotask PSA and Mosaic work in WEXTL?
WEXTL exposes actions and triggers for Autotask PSA 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.
Mosaic triggersAutotask PSA actions
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.
Autotask PSA modules
- Add Ticket NoteAdds a note to a ticket.
- Create CompanyCreates a new company.
- Create ContactCreates a new contact.
- Create ContractCreates a new contract.
- Create OpportunityCreates a new opportunity.
- Create ProductCreates a new product.
- Create ProjectCreates a new project.
- Create SubscriptionCreates a new subscription.
- Create TicketCreates a new ticket.
- Create Time EntryCreates a new time entry.
- Get CompanyReturns a single company by ID.
- Get ContactReturns a single contact by ID.
- Get ContractReturns a single contract by ID.
- Get CountryReturns a single country by ID.
- Get CurrencyReturns a single currency by ID.
- Get DepartmentReturns a single department by ID.
- Get InvoiceReturns a single invoice by ID.
- Get OpportunityReturns a single opportunity by ID.
- Get ProductReturns a single product by ID.
- Get ProjectReturns a single project by ID.
- Get ResourceReturns a single resource by ID.
- Get RoleReturns a single role by ID.
- Get SubscriptionReturns a single subscription by ID.
- Get TicketReturns a single ticket by ID.
- Get Time EntryReturns a single time entry by ID.
- List CompaniesRetrieves a list of companies.
- List Company AttachmentsRetrieves a list of attachments for a company.
- List Company ContactsRetrieves a list of contacts for a company.
- List Company NotesRetrieves a list of notes for a company.
- List ContactsRetrieves a list of contacts.
- List ContractsRetrieves a list of contracts.
- List CountriesRetrieves a list of countries.
- List CurrenciesRetrieves a list of currencies.
- List DepartmentsRetrieves a list of departments.
- List InvoicesRetrieves a list of invoices.
- List OpportunitiesRetrieves a list of opportunities.
- List ProductsRetrieves a list of products.
- List Project PhasesRetrieves a list of phases for a project.
- List Project TasksRetrieves a list of tasks for a project.
- List ProjectsRetrieves a list of projects.
- List ResourcesRetrieves a list of resources.
- List RolesRetrieves a list of roles.
- List SubscriptionsRetrieves a list of subscriptions.
- List Ticket AttachmentsRetrieves a list of attachments for a ticket.
- List Ticket NotesRetrieves a list of notes for a ticket.
- List TicketsRetrieves a list of tickets.
- List Time EntriesRetrieves a list of time entries.
- Make an API CallPerforms an arbitrary authorized API call.
- Update CompanyUpdates an existing company.
- Update ContractUpdates an existing contract.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Autotask PSA 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 Autotask PSA and Mosaic.
Connect your Autotask PSA 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 Mosaic's "Watch Clients" fires, WEXTL can "Add Ticket Note" in Autotask PSA. Autotask PSA has 54 actions (including Add Ticket Note, Create Company, and Create Contact); 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. Autotask PSA-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 Autotask PSA (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 Autotask PSA + 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 Autotask PSA and Mosaic integration.
- Autotask PSA and Mosaic integration source code, module specs and credentials implementation.
- Our Autotask PSA and Mosaic integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Autotask PSA 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.
- Autotask PSA integration information
- Mosaic integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library