Mosaic and Salesflare

Project Management mosaicapp.com ↗

How to connect Mosaic

Via Zapier — 60 operations available. Set it up ↗

What you can automate

When new Task in Mosaic, create task in Salesflare.
When new Task in Salesflare, create Task in Mosaic.

About Mosaic

Mosaic maximizes companies' efficiency and profitability by automating the planning, management, and tracking of time

Mosaic operations on Zapier

Triggers (7)

Start a workflow when this happens

Create Cost Rate — Triggers when a new Cost Rate is created.
Get Rate Groups — Fetches all rate groups in team
Get Time Entries — Gets a list of time entries on specific member, project, phase, work category, or date range
Get Work Plans — Gets a list of all work plans, can specify projects, phases and/or work categories
New Check In — Triggers when a new check in is created.

Show 2 more triggers

New Task — Triggers when a new task is created.
New Time Entry — Triggers when a time entry is submitted.

Actions (53)

Things Salesflare can make it do

Batch Delete Project Scopes — Deletes a Project Scope in batch from the system
Create Check In — Creates a Check In
Create Cost Rate — Creates a cost rate in the system
Create Department — Creates a department in the system
Create Employee — Creates a member on Mosaic

Show 48 more actions

Create Entity Rate — Creates an Entity Rate in the system
Create Holiday — Creates a holiday in the system
Create Invoice — Creates an Invoice in the system
Create Member Project Rate — Creates a member project rate in the system
Create Member Project Roles — Creates a Member Project Role
Create Member Role — Creates a Member Roles in the system
Create Notification — Creates a Notification in the system
Create Office — Creates an Office in the system
Create Phase — Creates a phase under a project
Create Portfolio — Creates a portfolio, can be personal or private
Create Project — Creates a project, including project name, project number, start and end date, budget information, etc.
Create Pto — Creates a Pto in the system
Create Standard Rate — Creates a Standard Rate in the system
Create Standard Role — Creates a Standard Role in the system
Create Standard Work Category — Creates a standard work category under a team
Create Task — Creates a Task for a Project
Create Time Entry — Creates a Time Entry
Create Work Plan — Creates a work plan under a team
Delete Cost Rate — Deletes a Cost Rate from the system
Delete Department — Deletes a Department from the system
Delete Entity Rate — Deletes an Entity Rate from the system
Delete Member Project Rate — Deletes a Member Project Rate from the system
Delete Phase — Deletes a phase, if there is time spent on the phase it will be archived. This call responds Asynchronously.
Delete Project — Deletes a project, if there is time spent on the project it will be archived
Delete Standard Rate — Deletes a Standard Rate from the system
Delete Standard Role — Deletes a Standard from the system
Delete Task — Deletes a Task for a Project
Delete Time Entries — Deletes one or multiple time entries
Delete Work Plan — Deletes a specific work plan
Update Cost Rate — Updates a Cost Rate in the system
Update Department — Updates a Department in the system
Update Employee — Updates a member's first name, last name and email
Update Entity Rate — Updates an Entity Rate in the system
Update Invoice — Updates an Invoice in the system
Update Member Project Rate — Updates a Member Project Rate in the system
Update Member Project Roles — Updates a Member Project Role in the system
Update Member Role — Updates a Member Roles in the system
Update Office — Updates an Office in the system
Update Phase — Updates a phase in a project
Update Portfolio — Updates a portfolio, including name, private or not, archived or not
Update Project — Updates a project, including project name, project number, start and end date, budget information, etc.
Update Project Membership — Updates a Project Membership in the system
Update Pto — Updates a Pto in the system
Update Standard Rate — Updates a Standard Rate in the system
Update Standard Role — Updates a Standard Role in the system
Update Standard Work Category — Updates a standard work category under a team
Update Time Entry — Updates one or more time entries, including members, hours, date, project, phase, etc.
Update Work Plan — Updates a specific work plan