Mosaic Integration

Resource planning platform for agencies to manage projects, time, people, and billing. Sync Mosaic tasks, statuses, and assignees with chat, CRM, and documentation tools. When Watch Clients fires, automatically continue with Get a Portfolio or Get an Employee.

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Supported triggers and actions for Mosaic integration

Triggers can detect changes in Mosaic and run actions that can create, search or modify data inside Mosaic automatically [3] — exactly how you set them.

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 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.
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 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.
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 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.

How to integrate Mosaic in automation workflow?

3 simple steps to make your Mosaic connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.

STEP 1

Select Mosaic in workflow

Pick Mosaic app in the workflow builder [4] - just one click to select the app.

STEP 2

Connect Mosaic

When prompted, authorize access to Mosaic in WEXTL once. Mosaic credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].

WEXTL wants to integrate with your Mosaic account. Approve?

STEP 3

Build a workflow

Build your workflow with Mosaic yourself or with WEXTL® AI Builder. Connect Mosaic to any available integrations [5], or use HTTP node to go beyond them.

Mosaic

How Mosaic connects and integrates with WEXTL

Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Mosaic app is called in workflows. That allows your project management automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Mosaic supports.

Full Mosaic API documentation

The following table illustrates what fields Mosaic integration require during authorization flow inside our workflow builder [4].

Video slide demonstrates how Mosaic is connected in WEXTL builder [4].

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.

Connect Mosaic to popular apps on WEXTL

Enter a name of the other app you want to sync with Mosaic below. Click on selected app to explore integration options with Mosaic. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.

Example automation with Mosaic integration

Select Watch Time Entries trigger from Mosaic - this will be a starting point in your automation. Whenever event happens in Mosaic, workflow will start [7] from Watch Time Entries node.

Search for Create a Time Entry, connect it as the next step of integration sequence. You can use filters between Watch Time Entries and Create a Time Entry, so only important data pass from Watch Time Entries to the next step. WEXTL gives you full control over the process of Mosaic automation. All parts of workflow are visible on the canvas [4].

Mosaic on WEXTL has 54 modules for building project management automations. Explore Mosaic documentation for more.

Video slide demonstrates how Watch Time Entries and Create a Time Entry nodes are used in Mosaic workflow.

Video slide demonstrates how Watch Time Entries and Create a Time Entry [6] nodes are used in Mosaic workflow.

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. Triggers are start points of the workflow, and automations may start from them.

Integration has 44 actions, including "Get a Portfolio", "Get an Employee", and "List Clients", and more. Refer to our Mosaic Documentation for detailed inputs and outputs.

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 our customers do that in rare cases [4].

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

The Mosaic integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Mosaic official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.

Absolutely. Where Mosaic provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever Mosaic or any other service sends event to webhook URL.

WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for Mosaic inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with Mosaic modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.

References

List of sources used to gather information about the Mosaic integration.

Mosaic integration source code, module specs and credentials implementation.
Internal Mosaic integration documentation, structured input and output parameters, scopes, and authentication methods.
Official Mosaic vendor API documentation — 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.
WEXTL® Apps Library
WEXTL® Mosaic App Documentation
WEXTL® Workflow Scheduler
WEXTL® HTTP node documentation

Mosaic Integration

Supported triggers and actions for Mosaic integration