Mosaic + Salesforce
Generate Mosaic time entries from new Salesforce record updates
As you progress through the stages of your leads or opportunities, you might want to report your time spent between stages. This integration will automatically create Mosaic time entries as you mark stages as complete so you don't have to.
As you progress through the stages of your leads or opportunities, you might want to report your time spent between stages. This integration will automatically create Mosaic time entries as you mark stages as complete so you don't have to.
- When this happens...
Updated Field on RecordTriggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create Time EntryCreates a Time Entry
ActionWriteCreate a new record or update an existing record in your app.
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New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new Lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
RecordRequired
FileRequired
VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
AccountRequired
Opportunity
Create new opportunity?
Converted StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note ContentRequired
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Warning
Salesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact to UpdateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Get Rate Groups
Fetches all rate groups in team
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planAll
End Date
Limit
Max Daily Hours
Max Total Hours
Member IDs
Minimum Daily Hours
Minimum Total Hours
Offset
Phase IDs
Project IDs
Standard Work Category IDs
Start Date
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planPortfolio
Project
Employees
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Scope IdsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Member IdRequired
Active Rate TypeRequired
DescriptionRequired
Annual Rate
Hours per year
Actual Hourly RateRequired
Hourly Rate
Overhead Factor
Start Date
End Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
First Name
Last Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.All Day
Daily Hours
End DateRequired
Start DateRequired
Title
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.End Date
Is cost rate
Member IdRequired
Phase Id
Project IdRequired
Rate Amount
Rate Id
Start Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.End Date
Member IdRequired
Override Member Positions
Role IdRequired
Strat Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Address 1
Address 2
Address 3
City
Country
Name
State
Zip
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Is Personal
Is PrivateRequired
Portfolio NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IdRequired
Member IdRequired
Permission Level
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Description
Multiplier High
Multiplier Low
RateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Archived
Billable
Require Title
TitleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Daily Hours
Description
End Date
Member ID
Phase ID
Project ID
Standard Work Category ID
Start Date
Total Hours
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Department IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Member Project Rate IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
Force Archive
Force Destroy
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Standard Role IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Time Entry IDsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PortfolioRequired
ProjectRequired
Task DescriptionRequired
Estimated Hours
Start Date
End Date
Assignees
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Cost Rate IdRequired
Active Rate TypeRequired
DescriptionRequired
Actual Hourly RateRequired
Annual Rate
Hours Per Year
Hourly Rate
Overhead Factor
Start Date
End Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email
First Name
Last Name
Member IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Member Project Rate IdRequired
End Date
Rate Amount
Rate Id
Start Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Member Role IdRequired
End Date
Override Member Positions
Role Id
Start Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Phase IDRequired
Billable
Billing Type
Budget Fixed Fee With
Budget Hourly With
Budget Internal With
Budget Phase By
Dependable Phase Id
Dependency Type
End Date
Estimated Cost
Estimated Hours
Fee Type
Is Budget (Phase)
Is Main
Move Action
Move After Phase ID
NameRequired
Parent ID
Phase Number
Profit Percentage
Project IDRequired
Rate Group ID
Rate Multiplier
Start Date
Total
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
Add Billing Type and Rate Group to Phases
Apply Rate Multiplier to Phases
Billable
Billing Type
Client
Description
End Date
Portfolio ID
Project Number
Rate Group ID
Rate Multiplier
Start Date
Title
Total
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Rate IdRequired
Description
Merge Rate Id
Multiplier High
Multiplier Low
Rate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Archived
Billable
Require Title
Title
Standard Work Category IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Work Plan IDRequired
Daily Hours
Description
End Date
Member ID
Phase ID
Project ID
Standard Work Category ID
Start Date
Total Hours
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
New Contact
Triggers when a new Contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
Record (Optional)
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Disclaimer
Salesforce ObjectRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCampaignRequired
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CampaignRequired
LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Salesforce ObjectRequired
Description
Attachment visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Contact
Creates a new contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Title
Description
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note
Salesforce ObjectRequired
Note Visibility
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ToRequired
CC
BCC
SubjectRequired
Email FormatRequired
Sender TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE clauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundCreate Cost Rate
Triggers when a new Cost Rate is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Start Date
End Date
Clients
Project IDs
Phase Names
Standard Work Category IDs
Employee IDs
Billable
Statuses
Created By Integrations
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planPortfolio
Project
Employee
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Portfolio
Project
Submitted By
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.PortfolioRequired
ProjectRequired
EmployeeRequired
TitleRequired
DateRequired
Estimated Hours
Phase
Work Category
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.End Date
Entity IdRequired
Entity TypeRequired
Is Cost Rate
Override Unassigned Member Rates
Rate Amount
Rate Id
Rate Group IdRequired
Start Date
Team IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Amount
Billing Category Id
Invoice Date
Invoice Number
Invoice TypeRequired
Notes
Percentage
Period End
Period Start
Phase IdRequired
Project IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Member IdRequired
Project IdRequired
Role IdRequired
Phase Id
Start Date
End Date
Override Phase Member Positions
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.MessageRequired
Member IdsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Billable
Billing Type
Budget Fixed Fee With
Budget Hourly With
Budget Internal With
Budget Phase By
Dependable Phase Id
Dependency Type
End Date
Estimated Cost
Estimated Hours
Fee Type
Is Budget (Phase)
Is Main
Move After Phase ID
NameRequired
Parent ID
Phase Number
Profit Percentage
Project IDRequired
Rate Group ID
Rate Multiplier
Start Date
Total
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Billable
Billing Type
Client
Description
End Date
Portfolio IDRequired
Rate Group ID
Rate Multiplier
Project Number
Start Date
TitleRequired
Total
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Hours
Is Accrued
Is Custom
NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PortfolioRequired
ProjectRequired
PhaseRequired
EmployeeRequired
Work CategoryRequired
TitleRequired
DateRequired
HoursRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Cost Rate IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Entity Rate IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Phase IDRequired
Force Archive
Force Destroy
Project IDRequired
Recursive
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Rate IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Work Plan ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Entity Rate IdRequired
End Date
Is Cost Rate
Override Unassigned Member Rates
Rate Amount
Rate Group Id
Rate Id
Start Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Department IdRequired
Name
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice IdRequired
Amount
Billing Category ID
Invoice Date
Invoice Number
Invoice Type
Notes
Percentage
Period End
Period Start
Phase Id
Project IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Role Id
Start Date
End Date
Override Phase Member Positions
Member Project Role IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Office IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Is PrivateRequired
Portfolio NameRequired
Portfolio IDRequired
Archive
Unarchive
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PTO IdRequired
Hours
Is Accrued
Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Description
Standard Role IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Billable
Cost Rate
Date
DescriptionRequired
Description ID
Hours
Member ID
Phase ID
Project ID
Rate
Status
Standard Work Category IDRequired
Time Entry IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
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