What actions can I run in Mosaic?

44 actions are available, including "Get an Employee", "Get a Portfolio", and "List Clients", and more. Run them from any trigger in your automation stack — map fields once and they execute automatically.

Do I need to write code to automate this?

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but it is never required.

Is the integration secure?

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

Mosaic Integrations

Resource planning platform for agencies to manage projects, time, people, and billing. Sync Mosaic tasks, statuses, and assignees with chat, CRM, and docs.

Explore Documentation

GDPR
Data Encryption
2FA
Local Data Region

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.
Watch ProjectsTriggers when a new project is created.
Watch TasksTriggers when a new task is created.
Watch Time EntriesTriggers when new time entries are created or existing ones are updated.
Watch Time TrackingsTriggers when time trackings are recorded.
Get an EmployeeRetrieves information about a specific employee.
Get a PortfolioRetrieves information about a portfolio.
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.
Search PhasesRetrieves phases from the service and allows retrieving one or more results.
Create a ClientCreates a new client in the system.
Create a HolidayCreates a holiday entry in the system.
Create an EmployeeCreates a new employee record in the system.
Create an InvoiceCreates an invoice in the invoicing 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.
Delete a HolidayDeletes a holiday from the calendar.
Delete an EmployeeDeletes an employee record from the system.
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 Time EntriesDeletes time entries from a specified user or project.
Delete Time TrackingDeletes a time tracking entry from the system.
Make an API CallPerforms an arbitrary authorized API call.
Override Project TotalOverrides the total for a specific project.
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 new information.
Update a TaskUpdates a task with the provided details.
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.

When to use Mosaic

Common scenarios where Mosaic automation saves time and reduces manual work.

Use Mosaic's "Watch Clients" trigger to react the instant an event occurs and push data into connected tools.
Run "Get a Portfolio" in Mosaic from any upstream event — map fields once and let the automation handle the rest.
Include "Watch Holidays" from Mosaic in larger multi-tool workflows to move data end-to-end without hand-offs.

How to connect

Paste your credentials once — WEXTL® stores them encrypted and reuses the connection across every workflow that needs it.

Full API documentation

Enter your credentials below. WEXTL stores them encrypted and uses them only to call the API on your behalf.

Connecting Mosaic to WEXTL®

Field	Type	Help
Base URLRequired	text	Use the default value for multi-tenant accounts. If you are on a single-tenant plan, contact your Customer Success Manager to obtain your unique URL (e.g. https://api-server.[TenantName].prod.us-east-1.mosaicapp.com).
Team IDRequired	text	To find it, log in to Mosaic, go to Settings Account, and copy the Team ID shown there. Alternatively, contact your Customer Success Manager.
API KeyRequired	password	To generate one, log in to Mosaic, navigate to Settings - Integrations - API, and create a new API key. If the option is not available, contact your Customer Success Manager to have API access enabled for your account.
Tenant IDRequired	text	If you are on a shared multi-tenant plan, enter: prod. If you are on a dedicated single-tenant plan, your Tenant ID will have been provided by your Customer Success Manager during onboarding.
Realm IDRequired	text	If you are on a shared multi-tenant plan, enter: prod. If you are on a dedicated single-tenant plan, your Realm ID will have been provided by your Customer Success Manager during onboarding.

Use in workflow automation

Start from Mosaic’s Watch Time Entries trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Create a Time Entry as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 54 ready-made steps for project management work, and every run records what went in and what came back.

Mosaic workflow on the canvas: Watch Time Entries then Create a Time Entry

Frequently asked questions

Common questions about automating Mosaic in your workflows.

Mosaic has 10 triggers, including "Watch Clients", "Watch Employees", and "Watch Holidays", and more. Use them to start workflows the moment Mosaic events fire — no polling required.

Field

Type

Help

Base URLRequired

text

Use the default value for multi-tenant accounts. If you are on a single-tenant plan, contact your Customer Success Manager to obtain your unique URL (e.g. https://api-server.[TenantName].prod.us-east-1.mosaicapp.com).

Team IDRequired

text

To find it, log in to Mosaic, go to Settings Account, and copy the Team ID shown there. Alternatively, contact your Customer Success Manager.

API KeyRequired

password

To generate one, log in to Mosaic, navigate to Settings - Integrations - API, and create a new API key. If the option is not available, contact your Customer Success Manager to have API access enabled for your account.

Tenant IDRequired

text

If you are on a shared multi-tenant plan, enter: prod. If you are on a dedicated single-tenant plan, your Tenant ID will have been provided by your Customer Success Manager during onboarding.

Realm IDRequired

text

If you are on a shared multi-tenant plan, enter: prod. If you are on a dedicated single-tenant plan, your Realm ID will have been provided by your Customer Success Manager during onboarding.

Use in workflow automation

Start from Mosaic’s Watch Time Entries trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Create a Time Entry as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 54 ready-made steps for project management work, and every run records what went in and what came back.

Mosaic Integrations

When to use Mosaic

How to connect

Use in workflow automation

Frequently asked questions

Mosaic Integrations

When to use Mosaic

How to connect

Connect Mosaic to any app in workflows

Use in workflow automation

Frequently asked questions

Connect Mosaic to any app in workflows

Connect Mosaic to any app in workflows

Connect Mosaic to any app in workflows

Mosaic Integrations

Mosaic triggers and actions

When to use Mosaic

How to connect

Use in workflow automation

Frequently asked questions

What triggers does Mosaic support?

What actions can I run in Mosaic?

Do I need to write code to automate this?

Is the integration secure?

Mosaic Integrations

Mosaic triggers and actions

When to use Mosaic

How to connect

Connect Mosaic to any app in workflows

Use in workflow automation

Frequently asked questions

What triggers does Mosaic support?

What actions can I run in Mosaic?

Do I need to write code to automate this?

Is the integration secure?

Connect Mosaic to any app in workflows

Connect Mosaic to any app in workflows

Connect Mosaic to any app in workflows