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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 "Add a Step in Flow Workspace" in Moxo.

You’re connected!

Zapier seamlessly connects Mosaic and Moxo, 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
Try It
- 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
Try It
- 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
- Id_explain
- Zap Unique ID Label
Trigger
Instant
Try It
- Trigger Identifier
Trigger
Instant
Try It
- Specify the way to locate Flow Workspace
  Required
- Binder Reference/Flow Workspace ID
  Required
- Specify the step type
  Required
- Moxo Content-Library
  Required
- Step Title
- Step Reference ID
- Is it to add step to the end of flow?
- Step Order Number in the Flow if not to the end of flow
- Step Description
- Due in Days
- Skipped Weekends for Due in Days
- Allow parallel processing for multiple assignees, whose order is upon the sequence in the array of Assignee Email
- When allow parallel processing for multiple assignees, the completion type to complete the process. By default, it is All Assignees
Action
Write
- Invite_explain
- Workspace ID
  Required
- Member Email
  Required
- Create New Relationship?
  Required
Action
Write
- Client First Name
  Required
- Client Last Name
  Required
- Client Email
  Required
- Display User ID
- Display User Phone Number
- Rm_explain
- Account Managers
  Required
Action
Write
- Workspace ID
  Required
- Note Name
  Required
- Note Content
  Required
- Editable by
  Required
Action
Write
- Title
  Required
- Sub-Title
  Required
- Content
  Required
- Assigned Client
  Required
- Approval Button Label
- Decline Button Label
- Trigger Identifier for Transaction Completed Event
- Attachments
Action
Write
- Client Email (Identifier)
  Required
- Client First Name
  Required
- Client Last Name
- Display User ID
- Display User Phone Number
- Rm_explain
- Account Managers
  Required
Action
Write
- Client Email (Identifier)
  Required
Action
Write
- File (Download) URL
  Required
Action
Write
- Topic
  Required
- Agenda
- Start Time
  Required
- End Time
- Time Zone
  Required
- Meeting Host User Entity Type
- Meeting Participants (Email)
- Meeting Participants (Unique ID)
- Meeting Binder
- Max Minutes Attendee Can Join Before Host
Action
Write
- Workspace ID
  Required
- Message
  Required
Action
Write
- Flow Template Folder
  Required
- Moxo Flow Template
  Required
- Role_user_explain
- Flow Name
  Required
- Workspace Owner
- Welcome Message
- Description
- Reference ID
Action
Write
- Client Email (Identifier)
  Required
- Client First Name
- Client Last Name
- Display User ID
- Display User Phone Number
- Rm_explain
- Account Managers
Action
Write
- Conv_explain
- Client's Email
  Required
- Account Manager's Email
  Required
Action
Search

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
- Id_explain
- Zap Unique ID Label
- Reference ID
- Pre-configured Payload Info
Trigger
Instant
Try It
Xero Purchase Order Completed
Trigger when a Xero Purchase Order is approved or declined in Moxo.
Trigger
Instant
Try It
- Specify the way to locate Flow Workspace
  Required
- Specify the step type
- Step Reference ID
- Is it to add step to the end of flow?
- Step Description
- Due in Days
- Allow parallel processing for multiple assignees, whose order is upon the sequence in the array of Assignee Email
- When allow parallel processing for multiple assignees, the completion type to complete the process. By default, it is All Assignees
Action
Write
- Step Reference ID
  Required
Action
Write
- Workspace Title
  Required
- Welcome Message
- Workspace Owner (Account Manager)
  Required
- Workspace Members
  Required
Action
Write
- Workspace ID
  Required
- Whether to use Content Library Template?
- Description
- Mark As Important?
- Set A Due Date
- Assign To
Action
Write
- Workspace ID
  Required
- Specify the object type
- Transobject Title
- Description
- Callback URL
- Payload for Confirm Button
- Payload for Other Button
- Due in Days
- Skipped Weekends for Due in Days
- Assignee Email
  Required
- Allow parallel processing for multiple assignees, whose order is upon the sequence in the array of Assignee Email
- When allow parallel processing for multiple assignees, the completion type to complete the process. By default, it is All Assignees
Action
Write
- Assigned Client
  Required
- Purchase Order ID
  Required
- Purchase Order Number
  Required
- Purchase Order Title in Moxo
  Required
- Purchase Order Sub-Title in Moxo
  Required
- Approval Button - Label
- Decline Button - Label
- Address
- Period
- UTR
Action
Write
- Purchase Order ID
  Required
Action
Write
- Invite_explain
- Meeting ID
  Required
- Participant Email
- Participant Unique ID
Action
Write
- Workspace ID
  Required
- Folder Name
- File
  Required
Action
Write
- Destination Workspace ID
  Required
- E-Sign Title
- E-Sign Description
- Due in Days
Action
Write
- Flow Name
  Required
- Welcome Message
- Description
- Reference ID
- Member Email
Action
Write
- Workspace ID
  Required
Action
Search
- Intg_explain
- Reference ID
  Required
Action
Search

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Customers have created over 25 million Zaps on the platform

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

Connect Mosaic and Moxo to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

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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 Moxo 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 Moxo

Moxo is a OneStop Client Interaction Hub.