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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Create Cost Rate" from Mosaic.

Add your action

An action happens after the trigger—such as "Create Chat Message" in Spotio.

You’re connected!

Zapier seamlessly connects Mosaic and Spotio, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Create Cost Rate
Triggers when a new Cost Rate is created.
Trigger
Instant
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- Start Date
- End Date
- Clients
- Project IDs
- Phase Names
- Standard Work Category IDs
- Employee IDs
- Billable
- Statuses
- Created By Integrations
Trigger
Polling
Try It
- Portfolio
- Project
- Employee
Trigger
Instant
Try It
- Portfolio
- Project
- Submitted By
Trigger
Instant
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- Portfolio
  Required
- Project
  Required
- Employee
  Required
- Title
  Required
- Date
  Required
- Estimated Hours
- Phase
- Work Category
Action
Write

- Name
  Required
- Description
Action
Write
- End Date
- Entity Id
  Required
- Entity Type
  Required
- Is Cost Rate
- Override Unassigned Member Rates
- Rate Amount
- Rate Id
- Rate Group Id
  Required
- Start Date
- Team Id
  Required
Action
Write

- Amount
- Billing Category Id
- Invoice Date
- Invoice Number
- Invoice Type
  Required
- Notes
- Percentage
- Period End
- Period Start
- Phase Id
  Required
- Project Id
  Required
Action
Write
- Member Id
  Required
- Project Id
  Required
- Role Id
  Required
- Phase Id
- Start Date
- End Date
- Override Phase Member Positions
Action
Write
- Message
  Required
- Member Ids
  Required
Action
Write
- 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
- Name
  Required
- Parent ID
- Phase Number
- Profit Percentage
- Project ID
  Required
- Rate Group ID
- Rate Multiplier
- Start Date
- Total
Action
Write
- Billable
- Billing Type
- Client
- Description
- End Date
- Portfolio ID
  Required
- Rate Group ID
- Rate Multiplier
- Project Number
- Start Date
- Title
  Required
- Total
Action
Write
- Hours
- Is Accrued
- Is Custom
- Name
  Required
Action
Write
- Name
  Required
- Description
Action
Write
- Portfolio
  Required
- Project
  Required
- Phase
  Required
- Employee
  Required
- Work Category
  Required
- Title
  Required
- Date
  Required
- Hours
  Required
Action
Write
- Cost Rate Id
  Required
Action
Write
- Entity Rate Id
  Required
Action
Write
- Phase ID
  Required
- Force Archive
- Force Destroy
- Project ID
  Required
- Recursive
Action
Write
- Rate Id
  Required
Action
Write
- Task ID
  Required
Action
Write
- Work Plan ID
Action
Write
- Entity Rate Id
  Required
- End Date
- Is Cost Rate
- Override Unassigned Member Rates
- Rate Amount
- Rate Group Id
- Rate Id
- Start Date
Action
Write
- Department Id
  Required
- Name
- Description
Action
Write
- Invoice Id
  Required
- Amount
- Billing Category ID
- Invoice Date
- Invoice Number
- Invoice Type
- Notes
- Percentage
- Period End
- Period Start
- Phase Id
- Project Id
  Required
Action
Write
- Role Id
- Start Date
- End Date
- Override Phase Member Positions
- Member Project Role Id
  Required
Action
Write
- Name
- Office Id
  Required
Action
Write
- Is Private
  Required
- Portfolio Name
  Required
- Portfolio ID
  Required
- Archive
- Unarchive
Action
Write
- PTO Id
  Required
- Hours
- Is Accrued
- Name
Action
Write
- Name
- Description
- Standard Role Id
  Required
Action
Write
- Billable
- Cost Rate
- Date
- Description
  Required
- Description ID
- Hours
- Member ID
- Phase ID
- Project ID
- Rate
- Status
- Standard Work Category ID
  Required
- Time Entry ID
  Required
Action
Write
Activity Created
Triggers when activity event (for example Visit, Call, Email) is created.
Trigger
Instant
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Activity Updated
Triggers when activity event (for example Visit, Call, Email) is updated.
Trigger
Instant
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Document Added to Record
Triggers when document is added to record.
Trigger
Instant
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Record Created or Updated
Triggers when record is created or updated.
Trigger
Instant
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Record Updated
Triggers when record is updated.
Trigger
Instant
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- Spotio Username
  Required
- Message
  Required
Action
Write
Create Activity Note
Create Activity Note in Spotio
Action
Write
Create Record
Create a new dataObject
Action
Write
- Autoplay
  Required
- Contact Id
  Required
- Allow enrolling with partial information
  Required
- Allow enrolling already enrolled contacts
  Required
Action
Write
Update Activity
Update Activity in Spotio
Action
Write
- ActivityId
  Required
Action
Search
- Search value
  Required
Action
Search
- ActivityId
  Required
Action
Search or write
- Search value
  Required
Action
Search or write
- SearchQuery
  Required
Action
Search or write
- FieldName
  Required
- FieldValue
  Required
Action
Search or write
- ExternalLeadId
  Required
Action
Search or write

Get Rate Groups
Fetches all rate groups in team
Trigger
Polling
Try It
- All
- 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
Trigger
Polling
Try It
- Portfolio
- Project
- Employees
Trigger
Instant
Try It
- Scope Ids
  Required
Action
Write
- Member Id
  Required
- Active Rate Type
  Required
- Description
  Required
- Annual Rate
- Hours per year
- Actual Hourly Rate
  Required
- Hourly Rate
- Overhead Factor
- Start Date
- End Date
Action
Write
- Email
  Required
- First Name
- Last Name
Action
Write
- All Day
- Daily Hours
- End Date
  Required
- Start Date
  Required
- Title
Action
Write
- End Date
- Is cost rate
- Member Id
  Required
- Phase Id
- Project Id
  Required
- Rate Amount
- Rate Id
- Start Date
Action
Write
- End Date
- Member Id
  Required
- Override Member Positions
- Role Id
  Required
- Strat Date
Action
Write
- Address 1
- Address 2
- Address 3
- City
- Country
- Name
- State
- Zip
Action
Write
- Is Personal
- Is Private
  Required
- Portfolio Name
  Required
Action
Write
- Project Id
  Required
- Member Id
  Required
- Permission Level
Action
Write
- Description
- Multiplier High
- Multiplier Low
- Rate
  Required
Action
Write
- Archived
- Billable
- Require Title
- Title
  Required
Action
Write
- Daily Hours
- Description
- End Date
- Member ID
- Phase ID
- Project ID
- Standard Work Category ID
- Start Date
- Total Hours
Action
Write
- Department Id
  Required
Action
Write
- Member Project Rate Id
  Required
Action
Write
- Project ID
  Required
- Force Archive
- Force Destroy
Action
Write
- Standard Role Id
  Required
Action
Write
- Time Entry IDs
  Required
Action
Write
- Portfolio
  Required
- Project
  Required
- Task Description
  Required
- Estimated Hours
- Start Date
- End Date
- Assignees
Action
Write
- Cost Rate Id
  Required
- Active Rate Type
  Required
- Description
  Required
- Actual Hourly Rate
  Required
- Annual Rate
- Hours Per Year
- Hourly Rate
- Overhead Factor
- Start Date
- End Date
Action
Write
- Email
- First Name
- Last Name
- Member ID
  Required
Action
Write
- Member Project Rate Id
  Required
- End Date
- Rate Amount
- Rate Id
- Start Date
Action
Write
- Member Role Id
  Required
- End Date
- Override Member Positions
- Role Id
- Start Date
Action
Write
- Phase ID
  Required
- 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
- Name
  Required
- Parent ID
- Phase Number
- Profit Percentage
- Project ID
  Required
- Rate Group ID
- Rate Multiplier
- Start Date
- Total
Action
Write
- Project ID
  Required
- 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
Action
Write
- Rate Id
  Required
- Description
- Merge Rate Id
- Multiplier High
- Multiplier Low
- Rate
Action
Write
- Archived
- Billable
- Require Title
- Title
- Standard Work Category ID
  Required
Action
Write
- Work Plan ID
  Required
- Daily Hours
- Description
- End Date
- Member ID
- Phase ID
- Project ID
- Standard Work Category ID
- Start Date
- Total Hours
Action
Write
Activity Created or Updated
Triggers when activity event (for example Visit, Call, Email) is created or updated.
Trigger
Instant
Try It
Appointment Created
Triggers when appointment for lead is created.
Trigger
Instant
Try It
Record Created
Triggers when record is created.
Trigger
Instant
Try It
Record Stage Changed
Triggers when record stage changes.
Trigger
Instant
Try It
Note Created
Triggers when note for record is created.
Trigger
Instant
Try It
Create Activity
Create Activity in Spotio
Action
Write
Create Appointment
Create Appointment in Spotio
Action
Write
Create Image
Create image.
Action
Write
- Autoplay
  Required
- Contact Id
  Required
Action
Write
Update Record
Update existing dataObject
Action
Write
- DataObject Type
  Required
- DataObject Field
  Required
- Search value
  Required
Action
Search
- ActivityId
  Required
Action
Search or write
- DataObject Type
  Required
- DataObject Field
  Required
- Search value
  Required
Action
Search or write
- Address
  Required
- Address Unit
Action
Search or write
- SearchQuery
  Required
Action
Search or write
- Email
  Required
Action
Search or write

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Mosaic to Spotio integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Mosaic

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

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About Spotio

SPOTIO is a field sales enablement tool used by field sales reps and teams to increase efficiency, productivity and of course revenue.

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